This document was last updated on July 2nd, 2026

1. Introduction

Cost Segregation Services LLC, doing business as CSSI Services (“CSSI,” “we,” “us,” or “our”), respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes what information we collect on cssiservices.com (the “Website”), how we use it, and your rights with respect to that information.

By using the Website, you acknowledge that you have read and understood this Policy. If you do not agree with its terms, please do not use the Website.

2. Information We Collect

A. Information You Provide Directly

We collect personal information you choose to submit through the following features on our Website:

• Contact forms: name, email address, phone number, company name, and message content
• Quote request forms: name, email address, phone number, company name, and property or business information relevant to your inquiry
• Calculator tools: our online estimator tools do not require personal information to use. However, if you choose to download your estimated results or submit a follow-up form, we may collect your name and email address. All calculator results are estimates only and do not constitute a formal study, assessment, or guarantee of actual savings.

B. Information Collected Automatically

When you visit our Website, certain information is collected automatically through cookies, pixels, and similar tracking technologies. This may include:

• IP address
• Browser type and version
• Device type and operating system
• Pages visited and time spent on each page
• Referring URL
• General geographic location (city/region level, derived from IP address)

This information is collected to analyze website traffic, improve our services, and deliver relevant advertising. See Section 4 for details on the specific third-party tools we use.

3. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to operate and improve our Website. Cookies are small text files placed on your device when you visit a website.

Types of Cookies We Use

• Essential cookies: necessary for the Website to function properly
• Analytics cookies: help us understand how visitors interact with our Website
• Advertising and targeting cookies: used to deliver relevant ads and measure ad performance

Your Cookie Choices

When you visit our Website, you will be presented with a cookie consent banner. You may accept or decline non-essential cookies at that time. If you decline, only essential cookies will be active during your session. You can also manage or withdraw your cookie preferences at any time through your browser settings.

Please note that declining cookies may affect the functionality of certain Website features.

4. Third-Party Tracking and Analytics Tools

We use the following third-party services on our Website that may collect information about your visit:

Google Analytics

A web analytics service provided by Google LLC. Google Analytics collects information about website usage and traffic. Google may use this data to personalize ads within its advertising network. You can opt out using the Google Analytics Opt-out Browser Add-on at https://tools.google.com/dlpage/gaoptout. Google’s privacy policy is available at https://policies.google.com/privacy.

Meta Pixel (Facebook/Instagram)

A tracking tool provided by Meta Platforms, Inc. that allows us to measure the effectiveness of our advertising on Facebook and Instagram. Meta may use this data in accordance with its Data Policy, available at https://www.facebook.com/privacy/policy.

LinkedIn Insight Tag

A tracking tool provided by LinkedIn Corporation that allows us to measure ad performance and build audiences for LinkedIn advertising. LinkedIn’s privacy policy is available at https://www.linkedin.com/legal/privacy-policy.

ZoomInfo WebSights

A B2B website intelligence tool provided by ZoomInfo Technologies LLC that identifies the companies visiting our Website based on IP address. ZoomInfo does not identify individual users. ZoomInfo’s privacy policy is available at https://www.zoominfo.com/legal/privacy-policy.

Salesforce

We use Salesforce as our customer relationship management (CRM) platform. Information you submit through our Website forms may be stored and managed within Salesforce. Salesforce’s privacy policy is available at https://www.salesforce.com/company/privacy.

Constant Contact

We use Constant Contact to manage our email marketing communications. If you subscribe to our communications or submit your email through a form, your information may be stored in Constant Contact. Constant Contact’s privacy policy is available at https://www.constantcontact.com/legal/privacy-statement.

5. How We Use Your Information

We use the information we collect for the following purposes:

• To respond to inquiries and quote requests
• To provide information about our cost segregation, R&D tax credit, and 179D services
• To send marketing and promotional communications (with your consent where required)
• To analyze website usage and improve our Website and services
• To measure the effectiveness of our advertising campaigns
• To identify companies that have visited our Website for B2B outreach purposes
• To comply with legal obligations
• To protect the security and integrity of our Website

6. Email Communications

We may use the email address you provide to send newsletters, service updates, and promotional communications related to CSSI’s services. In accordance with the CAN-SPAM Act, we commit to the following:

• We will not use false or misleading subject lines or sender information
• We will clearly identify commercial messages as advertisements where required
• We will include our physical business address in all commercial emails
• We will honor all opt-out and unsubscribe requests promptly

To unsubscribe from our email communications at any time, click the unsubscribe link in any email we send or contact us at [email protected].

7. Disclosure of Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:

• With service providers who assist in operating our Website and delivering our services (including those listed in Section 4), who are contractually obligated to protect your information
• When required by law, such as in response to a subpoena, court order, or other legal process
• To protect the rights, property, or safety of CSSI, our clients, or others
• In connection with a merger, acquisition, or sale of assets, in which case we will provide notice

We will not share, trade, or sell phone numbers or SMS consent information with third parties under any circumstances.

8. California Privacy Rights

If you are a California resident, the California Invasion of Privacy Act (CIPA) and the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), afford you additional rights regarding your personal information.

Categories of Personal Information We Collect

We collect the following categories of personal information as defined under CCPA:

• Identifiers: name, email address, phone number, IP address, company name
• Internet or network activity: pages visited, time on site, referring URL, browser and device data
• Geolocation data: city/region-level location derived from IP address
• Commercial information: services of interest based on form submissions

We do not collect Social Security numbers, financial account information, biometric data, health information, or sensitive personal information as defined under CPRA.

Your California Rights

California residents have the right to:

• Know what personal information we collect, use, disclose, and sell
• Request deletion of your personal information, subject to certain exceptions
• Opt out of the sale or sharing of your personal information (we do not sell personal information)
• Non-discrimination for exercising your privacy rights
• Correct inaccurate personal information we hold about you
• Limit use of sensitive personal information (not applicable, as we do not collect sensitive PI)

To exercise any of these rights, contact us at [email protected]. We will verify your identity before processing your request and respond within the timeframes required by applicable law.

9. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, comply with legal obligations, resolve disputes, and enforce our agreements. Form submission data is generally retained for up to 36 months. You may request deletion of your personal information at any time by contacting us.

10. Information Security

We implement reasonable administrative, technical, and physical safeguards to protect the personal information we collect. However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security of your information and encourage you to take appropriate precautions when sharing personal data online.

11. Children’s Privacy

Our Website is not directed at children under the age of 18, and we do not knowingly collect personal information from children. If you believe a child has submitted personal information through our Website, please contact us at [email protected] and we will delete it promptly.

12. Links to Third-Party Websites

Our Website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies before providing any personal information.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the effective date at the top of this page. We encourage you to review this Policy periodically. Your continued use of the Website after any changes constitutes your acceptance of the updated Policy.

14. Contact Us

If you have questions, concerns, or requests related to this Privacy Policy, please contact us at:

Cost Segregation Services LLC (CSSI Services)

Email: [email protected]