Privacy Policy

Strata R&D Tax Group, LLC ("Strata," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website, use our services, or otherwise interact with us. By using our website, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of our website and services.

1. Information We Collect

We may collect the following types of information:

A. Information You Provide

Your name, business email address, phone number, company name, and any other information you submit through our contact or qualification forms, or that you otherwise voluntarily provide to us.

B. Information Collected Automatically

Your IP address, browser type and version, operating system, the pages you visit and time spent on the site, the website or source that referred you, and information collected through cookies and similar technologies.

C. Information From Third Parties

We may receive information about you from third parties, such as referral or channel partners and analytics providers.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services and website;
• Evaluate whether your business may qualify for research and development tax credits;
• Respond to your inquiries and provide client support;
• Communicate with you, including sending newsletters or marketing materials where permitted by law;
• Comply with legal, tax, and regulatory obligations;
• Monitor website usage and improve the user experience;
• Protect against fraud, unauthorized access, and other misuse.

3. How We Share Your Information

We may share your information in the following circumstances:

A. Service Providers

With trusted third-party providers who help us operate our business and deliver our services, such as IT, hosting, and marketing providers.

B. Referral and Channel Partners

Where you have engaged with Strata through a referral or channel partner, or where you consent, we may share information with that partner in connection with your engagement.

C. Legal Obligations

When required by law or in response to valid legal process, such as subpoenas or court orders.

D. Business Transfers

In connection with a merger, acquisition, or sale of all or part of our business or assets, your information may be transferred as part of that transaction.

E. With Your Consent

With your consent or at your direction.

4. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to support functionality and analyze site performance. For details, see our Cookies Policy.

5. Data Security

We use reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

6. Your Rights

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

• Access the personal information we hold about you;
• Request correction of inaccurate or incomplete information;
• Request deletion of your personal information, subject to legal obligations;
• Request that your information be transferred to you or another organization;
• Opt out of receiving marketing communications.

To exercise any of these rights, contact us using the details in the "Contact Us" section below.

7. Data Retention

We retain your personal information only as long as necessary for the purposes described in this policy, or as required by applicable legal, tax, and regulatory obligations.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

9. Children's Privacy

Our website and services are intended for businesses and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected such information, we will delete it.

10. International Users

Strata is based in the United States. If you access our website from outside the United States, your information may be transferred to, stored, and processed in the United States, which may have different data protection laws than your jurisdiction.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date. We encourage you to review it periodically.

12. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, contact us at:

Strata R&D Tax Group, LLC

Email: legalteam@b10cap.com

Address: 754 W 700 S, Pleasant Grove, UT 84062

Phone: 833.210.2278