Privacy Policy

Last updated: January 1, 2026

At Eta Strategies, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Register for an account or use our services
  • Fill out forms on our website
  • Contact us via email, phone, or other means
  • Subscribe to our newsletter or marketing communications

This information may include:

  • Name, email address, and phone number
  • Mailing address
  • Social Security Number (for tax preparation services)
  • Financial information (income, deductions, tax documents)
  • Date of birth and government-issued ID

Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

  • Device information (browser type, operating system)
  • IP address and location data
  • Pages viewed and time spent on our website
  • Referring website addresses

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process your tax returns and other financial services
  • Communicate with you about our services
  • Send you marketing and promotional materials (with your consent)
  • Comply with legal obligations and IRS requirements
  • Detect and prevent fraud or unauthorized access

Information Sharing and Disclosure

We do not sell your personal information. We may share your information with:

  • Service Providers: Third parties that help us provide our services
  • Government Agencies: When required by law (e.g., IRS for tax filing)
  • Professional Advisors: Lawyers, accountants, and auditors as needed
  • Business Transfers: In connection with a merger or acquisition

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes:

  • SSL/TLS encryption for data transmission
  • Secure servers and databases
  • Access controls and authentication
  • Regular security assessments

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations (including IRS record-keeping requirements), and resolve disputes.

Your Rights

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

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Opt out of marketing communications
  • Data portability

Cookies and Tracking

We use cookies and similar tracking technologies to enhance your experience on our website. You can control cookie settings through your browser preferences.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.

Contact Us

If you have questions about this Privacy Policy, please contact us at: