Privacy Policy

Last updated: November 9, 2026 · SegWise Tax ("we", "us") operates www.segwisetax.com.

This Privacy Policy explains how we handle personal information in connection with our services and this website — including phone calls, email exchanges, and form submissions. It describes what we collect, why, who we share it with, and the choices available to you. By using our Services or this website, you accept this Policy.

Except as described here, we do not disclose your personal information to companies outside SegWise Tax and its service providers. In no event do we sell your personal information as part of a customer list or similar transaction for unrelated parties to market to you.

Plain-English summary of the whole document: contact + property details power your quote, study, and support; traffic data tells us which channels investors came from; we never sell it; email us any time to see it, fix it, or delete it.

1. Children under 13

Our services are for property owners and investors. They are not intended for children under 13, and we do not knowingly collect personal information from them.

2. Governing law & scope

This site is intended for use in the United States. We aim to comply with U.S. federal and state privacy laws applicable to our services, and we treat non-U.S. visitors' information the same way we treat domestic information.

3. How we collect your information

From you — when you complete a form on this site (name, email, phone, property address/type/price), email or call us, or send engagement documents (settlement statements, appraisals, cost detail).
From related parties — for example a CPA, title company, or referral partner forwarding an inquiry you asked them to make.
From service providers — analytics and platform vendors described in Section 6.
From public sources — county assessor records, property listings, and similar public data used to research a property you ask us about.

4. How we use it

To deliver services: model your savings, quote, perform your study, support your CPA, and answer examiner questions.
To communicate: respond to your inquiry, send your proposal/study, and (only where you opt in) tax-rule update notices.
Legal & compliance: engagement records, tax-related documentation, fraud detection, and lawful process.
Analytics: understand which pages, calculators, and channels help investors — including whether visitors arrived from search engines or AI assistants (ChatGPT, Gemini, Perplexity, and similar).

5. Cookies & similar technologies

We keep tracking deliberately light: privacy-friendly, cookie-optional analytics measuring aggregate page statistics, plus first-party storage of traffic attribution (referrer domain, UTM parameters, ad click IDs such as gclid/msclkid, and an AI-assistant tag when you arrive from an AI answer engine). We do not run cross-site advertising pixels or share identifiers with data brokers at launch. If B2B visitor-identification vendors are added later, they will be listed here before going live. You can disable cookies in your browser; our calculator and forms keep working either way.

6. Who we share information with

Service providers under data-processing terms: hosting (Vercel), CRM (Odoo self-hosted), email delivery (Resend), scheduling (Cal.com), and analytics (cookie-light host analytics). Each only touches the data needed for its function.
Engagement professionals — contracted engineers/CPAs working on your study, bound by confidentiality.
As required by law — subpoenas, lawful government requests, and good-faith protection of rights and safety.

Providers are prohibited from using your information for anything other than serving us or you.

7. Categories of information

Identifiers: name, email, phone, IP address. Commercial: property details, purchase/build costs, engagement history. Internet: pages viewed, referring/exit pages, device/browser, clickstream, AI-assistant arrival tags. Audio/communications: if you call our team, the call may be logged or recorded for quality assurance where legally permitted; email threads are retained with the engagement file.

We do not collect Social Security numbers or tax return data through this website — send only what we request, and SSNs stay out of forms.

8. Security

Documents are encrypted in transit and at rest, access is limited to the engagement team, and we may verify identity before disclosing personal information. No internet transmission is ever 100% guaranteed secure; we review our safeguards periodically.

9. Retention

We keep engagement information as long as needed to provide the study, support audits of our work, and meet legal record obligations, then archive or purge on request. Website analytics are aggregate and not tied to you personally beyond the traffic-attribution record attached to an inquiry.

10. Your privacy rights (including CA & TX)

Depending on your state (California CCPA/CPRA, Texas TDPSA, Colorado, and an expanding set of states), you may have rights to access your personal information, correct it, request deletion, opt out of "sale" or "sharing" for targeted advertising, limit use of sensitive personal information, and receive non-discriminatory treatment when exercising these rights.

We do not sell or share personal information for targeted advertising as those terms are defined by these laws — so the opt-out is largely moot, but honored immediately on request. Email nomadappsagent@gmail.com to exercise any right; we'll verify your identity against the details we already hold. You may designate an authorized agent with written permission. In Texas you may appeal a denial to the Texas Attorney General's consumer protection line.

11. Notice to non-U.S. visitors

If you are outside the United States, your information is transferred to and processed in the U.S., whose data-protection rules may differ from your country's. By submitting information you consent to that transfer and processing.

Contact

Questions about this Policy: nomadappsagent@gmail.com or +1-307-222-9675. If you need this policy in another format for accessibility reasons, ask and we'll provide one.