Privacy Policy for Segvia Consulting LLC

Effective Date: October 15, 2025
Website: www.segvia.co
Company: Segvia Consulting LLC (“Segvia,” “we,” “us,” or “our”)
Contact: info@segvia.co

Segvia Consulting LLC is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit forms, request services, or make payments.

By using this website, you consent to the terms of this Privacy Policy.

1. Information We Collect

A. Information You Provide Directly

We collect personal information you voluntarily submit, including:

  • Name

  • Email address

  • Phone number

  • Billing address

  • Property address

  • Tax and business information relevant to service requests

  • Payment amount and invoice details

  • Documents uploaded for cost segregation or tax preparation

  • Messages submitted through forms or email

B. Payment Information

Payment details (credit/debit card numbers, bank details) are processed securely by our third-party processors:

  • Stripe

  • Square

Segvia Consulting does not store your full payment information.

C. Automatically Collected Information

When you browse the website, we may automatically collect:

  • IP address

  • Device type

  • Browser type

  • Pages visited

  • Time on site

  • Cookies and analytics data

This helps improve user experience and website performance.

2. How We Use Your Information

We use your information to:

  • Provide cost segregation, tax, and advisory services

  • Prepare reports, proposals, filings, and deliverables

  • Respond to inquiries and requests

  • Process payments and send receipts

  • Maintain client records

  • Improve our website and services

  • Comply with legal and regulatory obligations

We never sell your information.

3. Sharing Your Information

We may share information with:

  • Payment processors (Stripe, Square)

  • Service providers assisting with analytics or website functionality

  • Legal or regulatory authorities when required by law

  • Authorized partners involved in completing your engagement (e.g., CPA, tax preparer) — with your permission

All parties are required to protect your information.

4. Cookies & Tracking Technologies

We may use cookies, pixels, and analytics tools (such as Google Analytics or Squarespace Analytics) to improve website performance.
You may adjust cookie settings in your browser.

5. Data Security

We implement security measures including encryption, password protections, access controls, and secure third-party processors.
However, no online transmission is 100% secure.

6. Your Rights

Depending on your location, you may have the right to:

  • Access the information we store

  • Update or correct your information

  • Request deletion (subject to legal/IRS retention requirements)

  • Opt-out of marketing communications

Requests may be sent to info@segvia.co

7. Data Retention

Certain documents (including tax-related information) must be retained for compliance, typically 3- 7 years depending on federal and state requirements.

8. Third- Party Links

Our website may contain external links.
We are not responsible for third-party content, privacy practices, or security.

9. Minors

We do not knowingly collect information from individuals under 18.

10. Updates to This Policy

We may update this Privacy Policy periodically.
The “Effective Date” will reflect the latest revision.

11. Contact Us

Questions or requests relating to this Privacy Policy may be sent to:
📧 info@segvia.co
📍 Segvia Consulting LLC – Texas