• What happens to my information?

We may collect the following types of information:
Only Information you provide directly: name, email address, phone number, organization name, and any information you include when contacting us through our website forms or email.
Business information: documents or details shared with us as part of our compliance or rebate assistance services.
Technical information: non-personal data such as IP address, browser type, and pages visited, collected automatically through standard web analytics tools (e.g., Google Analytics).

We use the information we collect to:

• Respond to inquiries and provide our services.
• Maintain compliance calendars, filing reminders, or rebate tracking for clients.
• Send important updates about deadlines, services, or our business.
• Improve our website and client experience.

We do not sell, rent, or trade your personal information to third parties.

We may share information only when necessary to:
Work with trusted third-party service providers (e.g., web hosting, email delivery, secure payment processors).
Comply with legal obligations, government requests, or protect our rights.
Support client filings, where documents are submitted to state or federal agencies.

We take reasonable measures to protect the information we collect from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet or storage system is 100% secure, and we cannot guarantee absolute security.

We retain client records and communications only for as long as necessary to provide services and meet legal or business obligations.

• Cookies &  Tracking

Our website uses cookies and similar technologies to improve site functionality and analyze traffic. You can adjust your browser settings to refuse cookies, but this may affect your experience.

• Your Rights

Depending on your location, you may have rights to:
-Access, update, or delete your personal information.
-Request a copy of the information we hold about you.
-Opt out of non-essential communications.
To exercise these rights, please contact us.