Welcome to Engineered Advisory. We respect your privacy and are committed to protecting the personal data of our clients, affiliates, and website visitors. This Privacy Policy explains how Engineered Advisory, along with its subsidiaries and specialized brands (including Engineered Tax Services, Inc. and ABLE), collects, uses, discloses, and safeguards your information when you visit our website engineeredadvisory.com, use our specialized accounting and consulting services, or interact with our relationship management tools.

1. Information We Collect

We collect information that identifies, relates to, describes, or could reasonably be linked, directly or indirectly, with a particular consumer or device. This includes:

• Identifiers: Name, business email address, phone number, corporate title, company name, and mailing address provided when filling out consultation forms or downloading corporate insights.
• Professional & Tax-Related Information: Entity type, estimated tax liabilities, asset details for cost segregation studies, or specific metadata required to calculate tax credits and incentives.
• Usage and Device Data: IP addresses, browser type, operating system, referring URLs, pages viewed, and device event details collected automatically via tracking cookies, Google Analytics, and CRM infrastructure.

2. How We Use Your Information

Engineered Advisory processes your personal and corporate data for explicit business purposes, including:

• Providing engineering-based tax advisory, cost segregation, and specialty tax consulting services.
• Managing client relationships and processing inquiries through our secure CRM and automation platforms.
• Sending newsletters, regulatory updates, and promotional materials related to federal, state, and local tax benefits (subject to your opt-out preferences).
• Optimizing website performance, enhancing user experience, and defending our infrastructure against malicious activity.

3. Sharing and Disclosure of Information

We do not sell, rent, or lease your personal identity to third parties. We may disclose aggregated or verified data to:

• Internal Affiliates: Shared infrastructure within the Engineered Advisory family (e.g., Engineered Tax Services) to fulfill comprehensive project management requirements.
• Service Providers: Trusted software vendors, CRM providers, and secure cloud storage platforms operating under strict confidentiality agreements.
• Legal Compliance: When required by state or federal law, court orders, or regulations defined by the Internal Revenue Service (IRS) and multi-state examination standards.

4. State-Specific Rights (Including CCPA/CPRA)

Depending on your jurisdiction (such as California), you may hold specific consumer rights regarding your personal information under the California Consumer Privacy Act (CCPA):

• The Right to Know: You may request disclosure of what personal categories we collect and how they are processed.
• The Right to Delete: You have the right to request the erasure of your personal data from our active marketing pipelines.
• The Right to Opt-Out: Since Engineered Advisory does not engage in monetary selling of personal data, standard opt-out applies directly to automated digital marketing footprints.

5. Cookies and Digital Tracking

Our platform uses essential and analytical cookies to analyze web traffic trends and customize user engagement. You can instruct your browser to refuse all cookies or notify you when a cookie is being delivered. However, disabling technical cookies may limit your ability to access specialized client hubs or download interactive assessment reports.

6. Contact Us

If you have any questions, regulatory inquiries, or data requests regarding this Privacy Policy, please feel free to reach out through our official administration channels:

• Address: Engineered Advisory HQ, 222 Lakeview Avenue, Suite 800, West Palm Beach, FL 33401, United States.
• Toll-Free Phone: 1-800-236-6519
• Email: [email protected]