Privacy Notice 
Including California Consumer Privacy Disclosures 

1. Introduction

Veritax Advisors, LLC (“Veritax,” “we,” “us,” or “our”) respects your privacy. This Privacy Notice explains how we collect, use, share, and protect personal information when you visit our website at veritaxadvisors.com, engage us for cost segregation, fixed asset, or related advisory services, or otherwise interact with us. 

Veritax is a national cost segregation firm. We are a “financial institution” for purposes of the federal Gramm-Leach-Bliley Act (“GLBA”) and provide services to business clients and the individuals associated with them. Much of the personal information we handle is governed by GLBA and is therefore not subject to certain state privacy laws. This notice describes both our GLBA practices and the additional disclosures we provide for personal information that falls outside of GLBA, including under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, “CCPA”). 

2. Personal Information We Collect

We collect personal information directly from you, automatically when you use our website, and from third parties such as your accounting firm, attorneys, real estate brokers, or appraisers. The categories we collect, drawn from the categories listed in California Civil Code § 1798.140, include:

• Identifiers: name, postal address, email address, phone number, and similar identifiers for you and the individuals associated with the entities we serve.

• Customer records: information described in Cal. Civ. Code § 1798.80(e), such as signature, employer, and limited financial account or tax identification information necessary to perform our engagements.

• Commercial information: records of services purchased or considered, engagement letters, and similar transaction information.

• Internet or network activity: information about your interaction with our website, including IP address, browser type, pages viewed, and referring URL, collected through cookies and similar technologies.

• Geolocation data: approximate location derived from IP address.

• Professional or employment-related information: title, role at the client entity, business contact details, and similar information about the individuals we work with at our clients and prospects.

• Inferences: limited inferences drawn from the above to support marketing and service delivery.

Sensitive personal information. In certain engagements, we receive Social Security numbers, taxpayer identification numbers, or financial account numbers from clients in order to perform our services. We use this information only for the purpose for which it s provided, and we do not use or disclose sensitive personal information to infer characteristics about any individual. 

3. Sources of Personal Information 

• Directly from you, including through our website forms, email, telephone, and engagement documents.

• From your representatives, including your accounting firm, attorney, real estate broker, appraiser, or property manager.

• From public records, such as county recorder, assessor, and business registry filings.

• Automatically through cookies and similar technologies on our website.

• From service providers that support our marketing, communications, and security operations. 

4. How We Use Personal Information 

We use personal information for the following purposes:

• To provide cost segregation studies, fixed asset reviews, bonus depreciation analyses, and other professional services.

• To communicate with you about engagements, scheduling, and deliverables.

• To respond to inquiries and requests for information.

• To send marketing communications about our services, where permitted by law.

• To operate, maintain, and improve our website and services.

• To comply with applicable laws, professional standards, and our obligations to regulators and licensing bodies.

• To detect, prevent, and respond to fraud, security incidents, and unauthorized activity.

• For other purposes disclosed at the time of collection or with your consent.

5. How We Share Personal Information

We share personal information only as necessary to perform our services or as required or permitted by law. Categories of recipients include: 

• Service providers and contractors that support our operations (for example, cloud hosting, secure document exchange, email, IT support, and engineering subcontractors), under written contracts that restrict their use of personal information. 

• Your professional advisors (such as your CPA firm preparing your return) at your direction or as part of a service we are performing. 

• Government and regulatory authorities when required by law, subpoena, court order, or valid regulatory request. 

• Successors in interest in the event of a merger, acquisition, or sale of business assets, subject to confidentiality protections. 

We do not sell personal information for monetary consideration. We do not “share” personal information for cross-context behavioral advertising as that term is defined under the CCPA. We have not sold or shared personal information of any consumer in the preceding 12 months, including personal information of consumers under 16 years of age. 

6. How Long We Keep Personal Information 

We retain personal information for as long as needed to provide our services, comply with our legal and professional obligations, resolve disputes, and enforce our agreements. Specific retention periods include: 

• Engagement files and working papers: generally seven (7) years following completion of the engagement, or longer where required by law, contract, or where the information may be referenced over the depreciable life of a property. 

• Marketing contact information: until you ask to be removed or for as long as needed for legitimate business purposes. 

• Website analytics and security logs: typically 13 months or less. 

• Personal information subject to a legal hold or pending claim: until the matter is resolved.

7. How We Protect Personal Information 

Veritax maintains a written information security program with administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, alteration, disclosure, or destruction. Our safeguards include access controls, multi-factor authentication, encryption of data in transit and at rest, employee training, vendor due diligence, and incident response procedures. No system is perfectly secure, and we cannot guarantee that personal information will never be subject to unauthorized access. 

8. Your California Privacy Rights 

If you are a California resident, you have the rights described in this section with respect to personal information that is not subject to the GLBA carve-out under Cal. Civ. Code § 1798.145(e). Personal information that we collect, process, or disclose pursuant to GLBA is exempt from most CCPA obligations, but we still apply reasonable security to that information and remain subject to California’s data breach laws. 

8.1 Notice at Collection 

At or before the point of collection, we inform you of (a) the categories of personal information we collect, (b) the purposes for which the information is used, (c) whether the information is sold or shared (it is not), (d) the length of time we intend to retain each category, and (e) a link to this notice. The categories, purposes, and retention periods are described in Sections 2, 4, and 6 above. 

8.2 Right to Know 

You may request that we disclose: the categories and specific pieces of personal information we have collected about you; the categories of sources; the business or commercial purpose for collecting; the categories of third parties to whom we disclosed personal information; and the categories of personal information disclosed for a business purpose. 

8.3 Right to Correct 

You may request that we correct inaccurate personal information we maintain about you, taking into account the nature of the information and the purposes for which it is processed. 

8.4 Right to Delete 

You may request that we delete personal information we have collected from you, subject to exceptions permitted by law (for example, to complete a transaction, comply with legal obligations, detect security incidents, or protect against fraud). 

8.5 Right to Opt Out of Sale or Sharing 

Veritax does not sell or share personal information as those terms are defined under the CCPA. As a result, there is no sale or sharing for you to opt out of. We honor opt-out preference signals, including the Global Privacy Control (GPC), where applicable. 

8.6 Right to Limit Use of Sensitive Personal Information 

We use sensitive personal information only for purposes permitted under Cal. Civ. Code § 1798.121 (such as performing the services you have engaged us to perform). We do not use sensitive personal information to infer characteristics about you. As a result, the right to limit does not apply, but you may still contact us with questions about how we use this information. 

8.7 Right to Non-Discrimination 

We will not discriminate against you for exercising any of your CCPA rights. 

8.8 Automated Decision-Making 

Veritax does not use automated decision-making technology (ADMT) to make significant decisions about consumers within the meaning of the California Privacy Protection Agency’s ADMT regulations effective January 1, 2026. 

8.9 How to Exercise Your Rights 

To submit a verifiable consumer request, contact us by email: 

Email: privacy@veritaxadvisors.com

We will acknowledge receipt of your request within 10 business days and respond within 45 calendar days, with a one-time 45-day extension where reasonably necessary. To verify your identity, we may ask you to provide information that matches what we already maintain about you. You may designate an authorized agent to make a request on your behalf, with proof of authorization. 

We retain documentation of consumer rights requests for at least 24 months as required by CCPA regulations. 

9. Cookies and Online Tracking 

Our website uses cookies and similar technologies to support site functionality, measure performance, and improve user experience. You can control cookies through your browser settings. We honor the Global Privacy Control (GPC) signal where applicable. We do not use cookies for cross-context behavioral advertising. 

10. Children 

Our services are directed to businesses and adults. We do not knowingly collect personal information from children under the age of 16. If we learn that we have collected personal information from a child without appropriate consent, we will delete it. 

11. Other State Privacy Rights 

Residents of other states with comprehensive privacy laws (including, where applicable, Colorado, Connecticut, Utah, Virginia, and others) may have similar rights to know, correct, delete, and opt out of certain processing. To exercise these rights, please contact us using the information in Section 12. As a financial institution subject to GLBA, much of the information we handle is exempt from these laws, but we will respond consistent with applicable requirements. 

12. Changes to This Notice 

We may update this notice from time to time. The “Last Updated” date at the top of this notice indicates when it was last revised. Material changes will be communicated through our website. 

Contact Information

Veritax Advisors welcomes your questions or comments regarding this Statement of Privacy. If you believe that Veritax Advisors has not adhered to this Statement, please contact Veritax Advisors at:

Email Address: privacy@veritaxadvisors.com

Email Disclosure Policy

Our email disclosure policy can be found here.

Or alternatively here: https://veritaxadvisors.com/email-disclosure

Last updated: May 2026