Refined Cost Segregation, LLC ("Refined," "we," "us") provides engineering-based cost segregation studies for residential investment property. To do that work we collect financial information about you and your property. This policy explains what we collect, how we use it, who we share it with, and how we protect it. We treat this information under the standards of the federal Gramm-Leach-Bliley Act.
What we collect
- Contact information: name, email, phone, and the property address you submit through our intake or order forms.
- Property and financial information: purchase price, land value, improvement costs, acquisition and in-service dates, closing statements, appraisals, depreciation schedules, photographs of the property, and similar records you provide.
- Order and payment information: the services you select (including optional Audit Support), signed acknowledgments, and payment records. Card payments are processed by Stripe; your full card number never touches our systems.
- Website basics: our website is a static site hosted on Netlify and runs no analytics, no advertising pixels, and no cross-site tracking. Netlify keeps standard server logs (IP address, page requested, timestamp) for security and operations. Our intake and order forms run on Jotform, which sets the cookies it needs to make the form work. Page fonts load from Google Fonts, which receives your IP address when a font file is served. The savings calculator on our homepage runs entirely in your browser: no network calls, no cookies, nothing captured.
Cookies and tracking on this website
We set no cookies of our own. There is no Google Analytics, no tag manager, no advertising or social-media pixel, and no session-recording tool anywhere on this site. The only third parties involved in serving the site are our host (Netlify), our form provider (Jotform, whose embedded intake form sets functional cookies of its own), and Google Fonts, which delivers the typefaces. Because we do not track you across sites, browser signals like Do Not Track and Global Privacy Control have nothing here to turn off: the site behaves the same either way. You can read how those providers handle data in the Netlify, Jotform, and Google privacy policies.
How we use it
Only to deliver and support our services: preparing your cost segregation study, quality-control and licensed tax professional review, generating your report and workpapers, providing Audit Support if you purchased it, processing payment, communicating with you (and, at your direction, your CPA), and meeting our legal and professional record-keeping obligations.
Texts and phone calls
If you give us your phone number, we use it to reach you about your inquiry or engagement, nothing else. We do not send marketing texts, and we never share your mobile number or your consent to be texted with any third party for their marketing. If you would rather not receive texts from us, reply STOP to any message or tell us by email, and we will call or write instead.
What we share, and what we never do
We do not sell your information. We do not share it with anyone for their marketing.
We share information only with: (1) service providers that operate our systems, website hosting (Netlify), form processing (Jotform), payment processing (Stripe), cloud storage and documents (Google Workspace), workflow automation (Make), and client management (monday.com), each limited to performing services for us; (2) our reviewing licensed tax professional and engineering staff working on your study under confidentiality obligations; (3) your CPA or representative, when you ask us to; (4) authorities where the law requires it; and (5) a successor firm, if we ever sell or merge our practice, and only with confidentiality protections in place before any records change hands and notice to you.
How we protect it
Access is limited to the people working on your engagement; client files are kept in per-engagement folders; our platforms encrypt data in transit and at rest; and administrative accounts use multi-factor authentication. We maintain an internal information-safeguards program that we review at least annually. No internet transmission is perfectly secure, and we will not pretend otherwise: we design for defense in depth, not guarantees. If a security incident ever affects your information, we will notify you as the law requires.
How long we keep it
We retain engagement records and supporting workpapers for as long as needed to support your study, including the full coverage window of any Audit Support you purchased (up to ten years), and then delete them from our systems.
Your choices and rights
You may request a copy of the information we hold about you, ask us to correct it, or ask us to delete it (subject to records we must keep to support work already delivered or to meet legal obligations). Email admin@refinedcostseg.com and we'll respond promptly. Because we don't share your information with nonaffiliated third parties for their own use, there is nothing to opt out of.
Your state privacy rights
Several states, including California, Colorado, Connecticut, Texas, and Virginia, give their residents specific rights over personal information: to know what a business holds, to correct it, to delete it, and to opt out of its sale or of its sharing for targeted advertising. We are a small firm and may not meet the thresholds that make every one of those laws apply to us, so here is our commitment instead: we extend the substance of those rights to every client and visitor, whatever state you live in. We do not sell personal information, we do not share it for targeted advertising, and we do not use it for profiling with legal or similarly significant effects, so there is nothing to opt out of. For access, correction, or deletion requests, email admin@refinedcostseg.com. We will verify your identity before acting on a request, you may use an authorized agent if you provide proof of authorization, and we will never treat you differently for exercising these rights.
Children's privacy
Our services are for property owners and their advisors, and our website is not directed to children. We do not knowingly collect personal information from anyone under 18. If you believe a minor has submitted information to us, email admin@refinedcostseg.com and we will delete it promptly.
Visitors outside the United States
We serve United States property and taxpayers, and our systems and service providers store and process information in the United States. If you visit from outside the U.S., your information will be transferred to and handled in the U.S., where privacy law may differ from your country's.
Links to other websites
Our site and our journal link to outside websites, including our service providers'. Their privacy practices are their own; this policy covers only refinedcostseg.com.
Changes to this policy
If our practices change, we'll update this page and the effective date above, and, for material changes affecting existing clients, notify you by email.
Contact
Refined Cost Segregation, LLC · admin@refinedcostseg.com · 414-429-5333 · Accessibility