Effective Date
Effective date: July 14, 2026.
About This Policy
This Privacy Policy describes how Basis Cost Segregation, LLC ("Basis," "we," "us," or "our") collects, uses, retains, and shares information when you use our website, application, and cost segregation report services. It applies to all customers, including sole proprietors and individual property owners who submit information directly in their own name.
Our services are intended for users and properties in the United States only. We do not knowingly offer access to users outside the United States.
Information We Collect
We collect information you provide when using the website and application. This includes account and contact information, including name, email address, and login credentials; property information, including address, acquisition date, purchase price, and cost basis details; report intake answers and supporting documents you choose to upload; payment and transaction records, including purchase status, receipt details, and service history; and communications with our support team.
We also collect limited technical information automatically when you use the service, including IP address, browser and device type, pages or features accessed, timestamps, authentication events, and error logs. We use this information to operate, secure, debug, and improve the service.
We do not collect financial account credentials, credit card numbers, CVV codes, or Social Security Numbers through our application. Payment card information is processed directly by Stripe and is not stored by Basis.
How We Use Your Information
- Prepare cost segregation estimates and reports.
- Operate, maintain, secure, and improve the application.
- Communicate with you about your account, reports, payments, and service updates.
- Maintain business, legal, tax, audit, and report records.
- Investigate suspected misuse, fraud, or security incidents.
- Comply with applicable legal obligations.
We do not use your property details, report inputs, uploaded documents, or generated reports for advertising, marketing, lead generation, data brokerage, or AI / machine learning model training.
How We Share Information
We Do Not Sell Your Information
Basis does not sell personal information. We do not share customer information with third parties for advertising, marketing, lead generation, cross-context behavioral advertising, or data brokerage purposes.
Service Providers
We share information with service providers who help us operate, secure, and support the application. These providers are authorized to use your information only as needed to perform services for Basis. Current service providers include:
Supabase, for authentication and database infrastructure.
Stripe, for payment processing when paid services are enabled.
Hosting, logging, diagnostics, customer support, communications, database services, application security, accounting, legal compliance, and business-operations providers as needed for operations.
We may share information with Basis's own attorneys, accountants, or auditors when required for legal compliance, audit, or business operations. These parties are subject to confidentiality obligations and are not authorized to use your information for any other purpose.
We may disclose information if required by law, subpoena, court order, or regulatory authority, or where we believe disclosure is necessary to protect the rights, safety, or property of Basis, our customers, or others.
Business Transfers And Acquisitions
If Basis is acquired by, merged with, or transferred to another company, we will provide affected customers with at least 30 days' advance written notice before their data is transferred to or becomes subject to a different privacy policy. During that notice period, customers may request deletion of their information by contacting Support@basiscostseg.com. Any successor entity will be required to honor the commitments in this policy with respect to previously collected information, or provide customers the opportunity to delete prior to any material change.
Data Retention
We retain different categories of information for different periods based on their purpose:
Generated cost segregation reports: Retained indefinitely. Cost segregation reports support IRS tax positions that may be subject to audit for an extended period. We retain completed reports and the records needed to support, reproduce, and defend them for as long as reasonably necessary for legal, tax, and audit purposes.
Raw intake data and uploaded documents: Retained for one year following delivery of your completed report, then deleted. This includes uploaded financial documents and intake form answers that were used to prepare the report but are not part of the report itself. We retain this window to support follow-up questions during your tax filing cycle.
Account and transaction records: Retained for as long as your account is active and for a reasonable period thereafter, as required for legal, tax, accounting, fraud prevention, and business record purposes.
Technical and log data: Retained for a limited period as needed for security monitoring, debugging, and operational purposes.
When deletion is required, we will delete or de-identify information in accordance with these periods, subject to legal holds, dispute resolution, or other obligations that require temporary extension.
Your Rights And Choices
Depending on where you live, applicable state privacy laws may give you rights to request access to, correction of, deletion of, or portability of your personal information. Basis supports these rights for all customers regardless of state.
To make a request, contact us at Support@basiscostseg.com. We will respond within a reasonable time. We may verify your identity before processing a request. We may retain information where required or permitted for legal, tax, audit, security, fraud prevention, dispute resolution, or report-support purposes, even where a deletion request is made.
We do not sell personal information and do not share personal information for cross-context behavioral advertising. No opt-out is required for activities we do not engage in. If that practice ever changes, we will update this policy and provide any legally required opt-out mechanism before the change takes effect.
Cookies And Similar Technologies
We use cookies, local storage, session storage, and similar technologies to keep the application functioning, maintain login and session state, support security, support basic preferences, and understand service performance at an aggregate level and for diagnostics.
We also use a first-party random session identifier to measure estimate completion and service workflow performance. These analytics events do not include your email address, IP address, or raw property address. Session-level events are retained for up to 90 days and are then deleted after de-identified daily totals are produced.
We do not use cookies or similar technologies to sell personal information or share customer information for advertising or cross-context behavioral advertising. You may manage cookie settings through your browser, but disabling certain technologies may affect login functionality or application security.
Security
We use reasonable administrative, technical, and organizational safeguards to protect your information, including access controls, authentication, secure infrastructure, monitoring, and operational practices designed to reduce the risk of unauthorized access, loss, or misuse.
No online system can be guaranteed completely secure. You are responsible for maintaining the confidentiality of your login credentials. If you believe your account has been compromised, contact us immediately at Support@basiscostseg.com.
No Tax Or Legal Advice
Basis prepares cost segregation reports and related support materials. We do not provide legal, tax, accounting, investment, or CPA advice. Consult your CPA, tax advisor, or attorney before relying on any report for tax filing, audit response, financial planning, or other decisions.
Children
Our services are not directed to children under 18. We do not knowingly collect personal information from anyone under 18.
Changes To This Policy
We may update this Privacy Policy from time to time. The updated version will be posted with a new effective date. If we make material changes affecting how we collect, use, or share your information, we will provide advance notice through the application, email, or other reasonable means before the changes take effect.
If a proposed material change is unacceptable to you, you may request deletion of your information before the change takes effect by contacting Support@basiscostseg.com.
Contact: Support@basiscostseg.com | Basis Cost Segregation, LLC | basiscostseg.com