Privacy Policy

1. Introduction

Welcome to United Cost Segregation. We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data in compliance with applicable laws and regulations, including the Federal Trade Commission (FTC) guidelines, the General Data Protection Regulation (GDPR), and the California Consumer Privacy Act (CCPA).

2. Information We Collect

We collect the following types of personal information:

• Contact Information: Name, email address, phone number, mailing address.
• Property Information: Property addresses, purchase prices, land values, and related real estate data provided during our qualification process.
• Usage Data: Information about how you use our services, including interaction data, preferences, and analytics.
• Communication Records: Records of your communications with us, including emails, phone calls, and text messages.

3. How We Collect Information

We collect information through:

• Direct Interactions: When you provide information by filling out forms, using our qualification tools, or communicating with us.
• Automated Technologies: Through cookies and similar tracking technologies as you interact with our website.
• Third Parties: From partners and service providers who assist us in delivering our services.

4. Purpose of Data Processing

We process your personal information for the following purposes:

• Service Delivery: To provide cost segregation analysis, consultations, and related services.
• Personalization: To tailor our services and recommendations to your specific property and tax situation.
• Communication: To send updates, follow-up information, newsletters, and marketing materials.
• Compliance: To adhere to legal obligations and regulatory requirements.

5. Communication Consent

By providing your contact information through our website, forms, or qualification tools, you expressly consent to receive communications from United Cost Segregation, including:

• Transactional Communications: Emails and SMS messages related to your inquiry, qualification results, service updates, and account information.
• Marketing Communications: Promotional emails, newsletters, and SMS messages about our services, special offers, educational content, and industry updates.
• Automated Campaigns: You may be enrolled in automated email and SMS drip campaigns as part of our follow-up process to provide you with relevant information about cost segregation opportunities.

SMS/Text Messaging: By providing your phone number, you consent to receive text messages from United Cost Segregation. Message frequency varies. Message and data rates may apply. You may opt-out at any time by replying STOP to any message or by contacting us directly.

Email Communications: You may unsubscribe from marketing emails at any time by clicking the "unsubscribe" link in any email or by contacting us directly. Note that you may still receive transactional emails related to your services.

6. Legal Basis for Processing (GDPR Compliance)

Our legal grounds for processing personal data include:

• Consent: When you have given explicit consent for specific purposes, including marketing communications.
• Contractual Necessity: To fulfill our contractual obligations to you.
• Legal Obligation: To comply with legal and regulatory requirements.
• Legitimate Interests: For purposes such as improving our services, provided these interests are not overridden by your rights.

7. Consumer Rights

Under GDPR:

• Access: You have the right to request access to your personal data.
• Rectification: You can request correction of inaccurate data.
• Erasure: You have the right to request deletion of your data.
• Restriction: You can request the restriction of processing under certain conditions.
• Data Portability: You have the right to receive your data in a structured, commonly used format.
• Objection: You can object to processing based on legitimate interests.

Under CCPA:

• Right to Know: You can request disclosure of the categories and specific pieces of personal information we have collected.
• Right to Delete: You can request deletion of your personal information.
• Right to Opt-Out: You can opt-out of the sale of your personal information.
• Non-Discrimination: You have the right not to be discriminated against for exercising your CCPA rights.

To exercise these rights, please contact us at matthew@unitedcostsegregation.com.

8. Data Sharing and Disclosure

We may share your personal information with:

• Service Providers: Third parties who assist us in providing our services, including CRM platforms, email service providers, and SMS communication services.
• Partner Companies: Trusted business partners who may provide complementary services related to tax planning, real estate, or financial services. These partners are contractually obligated to protect your information.
• Legal Obligations: Authorities when required by law or to protect our rights.
• Business Transfers: In connection with mergers, acquisitions, or asset sales.

We do not sell your personal information to data brokers, data warehouses, or for unrelated marketing purposes. Any sharing of your information with partners is done to enhance your service experience and provide relevant offerings.

9. Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, including legal, accounting, or reporting requirements. Property and tax-related data may be retained for the duration required for IRS compliance and audit support purposes.

10. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction, in compliance with FTC, GDPR, and CCPA standards.

11. International Data Transfers (GDPR Compliance)

If we transfer personal data outside the European Economic Area (EEA), we ensure appropriate safeguards are in place, such as Standard Contractual Clauses or adequacy decisions.

12. Children's Privacy

Our services are not directed to individuals under 16. We do not knowingly collect personal information from children under 16.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website.

14. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at: