This Privacy Policy (“Policy”) explains how (“Company,” “we,” “us,” or “our”), a California limited liability company, collects, uses, discloses, retains, and protects personal information when you access or use our website at www.revenuesafe.com (the “Site”) and related cost segregation services (collectively, the “Services”).
This Policy applies to all users of the Services nationwide across all fifty (50) United States, the District of Columbia, and U.S. territories. By accessing or using the Services, you acknowledge that you have read and understood this Policy. This Policy is incorporated into and subject to our Terms of Use.
We are committed to protecting the privacy and security of your personal information, particularly the sensitive financial and property-related data entrusted to us. If you have questions about this Policy, contact our Privacy Officer at the address in Section 17.
We collect the following categories of information:
Full legal name, email address, phone number, mailing address, IP address, and device identifiers.
Property addresses, acquisition dates and costs, improvement costs and dates, building characteristics, square footage, property type classification, rental income data, depreciation schedules, and related financial data submitted through our calculators and onboarding portals.
Federal and state tax identification numbers (EINs) and entity structure information (S-Corp, LLC, partnership) as relevant to property ownership and cost segregation analysis. This information is collected only as necessary to provide the Services and when you voluntarily submit it through our platform or engagement process.
We may collect tax identification numbers solely when required for the execution of a formal cost segregation engagement agreement. We do not collect Social Security Numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs) through our automated calculators or during preliminary estimate generation. When we collect sensitive personal information, we apply enhanced safeguards as described in Section 8.
Browser type and version, operating system, referring URLs, pages viewed, time spent on pages, click patterns, and other analytics data collected automatically through cookies, pixels, and similar technologies.
Emails, messages, phone call records, and other communications between you and Company.
We use the information we collect for the following purposes:
• To provide, maintain, and improve the Services, including generating cost segregation estimates and delivering completed cost segregation studies;
• To communicate with you regarding the Services, respond to inquiries, and provide customer support;
• To coordinate with engineers and other licensed professionals in connection with your cost segregation engagement;
• To verify your identity and the accuracy of information submitted;
• To process transactions, send invoices, and manage billing;
• To personalize and improve your experience on the platform;
• To send marketing communications (with your consent, where required by law);
• To detect, prevent, and address fraud, unauthorized access, and other security issues;
• To comply with applicable federal, state, and local laws, regulations, and legal process;
• To enforce our Terms of Use and protect our rights and the rights of other users;
• To conduct internal research, analytics, and product development.
We use cookies and similar technologies to operate and improve the Services. The types of cookies we use include:
Strictly Necessary Cookies: Required for the Site to function properly. These cannot be disabled. Examples include session cookies and authentication cookies.
Analytics Cookies: Help us understand how visitors use the Site by collecting anonymized usage data. We may use services such as Google Analytics, Mixpanel, or similar tools for this purpose.
Functionality Cookies: Remember your preferences and settings to improve your experience.
Marketing Cookies: Used to deliver relevant advertisements and track campaign performance. We will only deploy marketing cookies with your consent.
You can manage cookie preferences through your browser settings or through our cookie consent banner. Disabling certain cookies may affect the functionality of the Services.
We may also use web beacons, pixel tags, and similar technologies in emails and on the Site to track engagement and usage patterns.
We do not sell your personal information. We do not and will not sell personal information to third parties for monetary or other valuable consideration.
We may share your information with the following categories of recipients, subject to appropriate contractual safeguards:
Service Providers: Third-party vendors who perform services on our behalf, including cloud hosting providers, payment processors, email service providers, analytics providers, and customer support tools. These vendors are contractually obligated to use your information only to perform services for us and to maintain appropriate security measures.
Professional Partners: Independent engineers, certified public accountants, and other licensed professionals with whom we coordinate to deliver cost segregation studies. Information shared with these partners is limited to what is necessary for the specific engagement.
Legal and Regulatory: We may disclose your information to law enforcement, government authorities, or other third parties when required by law, subpoena, court order, or other legal process, or when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.
Business Transfers: In connection with a merger, acquisition, sale of assets, financing, reorganization, bankruptcy, or dissolution of Company, your information may be transferred to the acquiring entity. We will notify you via email or prominent notice on the Site before your information becomes subject to a different privacy policy.
With Your Consent: We may share your information with other third parties when you have given us your explicit consent to do so.
If you are a California resident, the California Consumer Privacy Act as amended by the California Privacy Rights Act (collectively, “CCPA/CPRA”) provides you with the following rights with respect to your personal information:
• Right to Know: You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the sources of collection, the business or commercial purposes for collection, and the categories of third parties with whom we have shared your information.
• Right to Delete: You have the right to request that we delete your personal information, subject to certain exceptions (e.g., legal compliance obligations, completion of a transaction, security purposes).
• Right to Correct: You have the right to request that we correct inaccurate personal information.
• Right to Opt-Out of Sale or Sharing: We do not sell your personal information. To the extent we engage in “sharing” as defined by CPRA (e.g., cross-context behavioral advertising), you have the right to opt out.
• Right to Limit Use of Sensitive Personal Information: You have the right to limit our use of sensitive personal information (including tax IDs and financial data) to purposes necessary to perform the Services.
• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.
We do not use or disclose sensitive personal information for purposes other than those authorized by CPRA §1798.121.
Residents of other states with comprehensive privacy laws—including but not limited to Virginia (VCDPA), Colorado (CPA), Connecticut (CTDPA), Utah (UCPA), Texas (TDPSA), Oregon (OCPA), Montana (MCDPA), and other states with enacted privacy legislation—may have similar rights, including rights to access, correct, delete, and opt out of certain processing activities. We will comply with applicable state privacy laws based on your state of residence.
To exercise any privacy right under applicable state law, please submit a request using the methods described in Section 6.4.
Under California Civil Code §1798.83, California residents may request information about any disclosure of personal information to third parties for their direct marketing purposes. We do not share personal information with third parties for their own direct marketing purposes. If our practices change, we will update this Policy and provide you with an opt-out mechanism.
To submit a privacy rights request, you may:
• Email our Privacy Officer at [Email];
• Submit a request through our online portal at [URL]; or
• Call us at [Phone].
We will verify your identity before processing any request. Verification may require you to provide your name, email address, and account information, and to confirm your request via a confirmation email.
We will respond to verified requests within forty-five (45) days. If we require an extension, we will notify you of the reason and the expected response date, which shall not exceed an additional forty-five (45) days (ninety (90) days total).
You may designate an authorized agent to submit a request on your behalf, provided the agent presents a valid power of attorney or you provide written authorization and verify your identity directly with us.
We do not sell personal information as defined by the CCPA/CPRA or any other applicable state privacy law. We do not share personal information for cross-context behavioral advertising. If you wish to exercise your right to opt out of any future sale or sharing, you may do so by: visiting our “Do Not Sell or Share My Personal Information” link on our website; emailing our Privacy Officer; or enabling a legally recognized opt-out preference signal (such as the Global Privacy Control) in your browser.
We implement administrative, technical, and physical security measures designed to protect your personal information from unauthorized access, disclosure, alteration, and destruction. These measures include, without limitation:
• Encryption of data in transit using TLS/SSL and encryption of sensitive data at rest using AES-256 or equivalent standards;
• Role-based access controls limiting access to personal information to authorized personnel on a need-to-know basis;
• Multi-factor authentication for administrative and privileged accounts;
• Regular security assessments and vulnerability testing;
• Employee and contractor security awareness training;
• Vendor due diligence and data processing agreements with all service providers who access personal information.
Enhanced Safeguards for Sensitive Tax Data: Tax identification numbers (EINs) are encrypted at rest, transmitted only over encrypted channels, accessible only to specifically authorized personnel, and subject to audit logging. We follow IRS Publication 4557 guidance for safeguarding taxpayer data.
No method of data transmission or storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security. In the event of a data breach involving your personal information, we will notify you and applicable regulators as required by law.
In the event of a security breach involving your unencrypted personal information, we will notify affected individuals as required by California Civil Code §1798.82 and other applicable state breach notification laws.
Notification will be provided without unreasonable delay and will include a description of the incident, the types of information involved, the steps we are taking to investigate and remediate the breach, and contact information for further questions.
We will also notify applicable state attorneys general and regulatory bodies as required by law.
We retain personal information for as long as necessary to fulfill the purposes for which it was collected, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements. Specific retention periods include:
• Cost segregation study documentation and engagement records: up to seven (7) years following the completion of services, consistent with IRS recordkeeping requirements and applicable statutes of limitation;
• Account and contact information: for the duration of your account and for up to three (3) years following account closure;
• Analytics and usage data: up to twenty-four (24) months;
• Marketing consent records: for the duration of the consent plus three (3) years.
Upon expiration of the applicable retention period, personal information will be securely deleted or de-identified in accordance with our data destruction procedures. You may request deletion of your data at any time, subject to our legal retention obligations.
We use automated algorithms and models to generate preliminary cost segregation estimates and depreciation projections. These automated processes use standardized assumptions and user-supplied data to produce informational estimates.
No automated process used by the platform makes a final, binding decision regarding your tax liability, deductions, or financial obligations. All automated outputs are preliminary and are subject to review by qualified engineers before being incorporated into any formal cost segregation study.
You have the right to request information about the logic involved in any automated processing that affects you, and to request human review of any automated output. To exercise this right, contact our Privacy Officer.
The Services are not directed to and are not intended for use by individuals under the age of eighteen (18). We do not knowingly collect personal information from children under the age of thirteen (13). If we become aware that we have inadvertently collected personal information from a child under 13, we will take immediate steps to delete such information.
If you are a parent or guardian and believe your child has provided personal information to us, please contact us immediately at the email address in Section 17.
The Site may contain links to third-party websites, applications, or services that are not operated or controlled by Company. This Policy does not apply to the practices of third parties. We encourage you to review the privacy policies of any third-party websites or services that you visit.
We are not responsible for the content, privacy practices, or security of any third-party websites or services.
Your information is primarily stored and processed in the United States. If we use cloud infrastructure or service providers that process data in locations outside the United States, we will ensure that appropriate safeguards are in place to protect your information in accordance with applicable law.
By using the Services, you consent to the transfer and processing of your information in the United States and, where applicable, in other jurisdictions where our service providers operate.
In the event that Company is involved in a merger, acquisition, reorganization, sale of assets, financing, bankruptcy, or dissolution, your personal information may be transferred to the acquiring or successor entity as part of that transaction. We will provide notice via email or prominent posting on the Site before your information becomes subject to a different privacy policy.
We may update this Privacy Policy from time to time to reflect changes in our practices, the Services, or applicable law. Material changes will be communicated by posting the revised Policy on the Site with an updated “Last Updated” date, and where practicable, by notifying you by email.
Your continued use of the Services after any changes to this Policy constitutes your acceptance of those changes. We encourage you to review this Policy periodically.
Privacy Officer
RS Systems LLC
15720 Ventura Blvd Suite # 310, Encino CA 91436
Email: info@revenuesafe.com
Phone: +1 (855) 624-7233
For privacy rights requests, please use the methods described in Section 6.4.