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R&D Incentives Group Privacy Policy

1. Introduction R&D Incentives Group ("RDIG", “we,” “us,” or “our”) is committed to protecting the privacy of individuals who interact with our tax consulting services. This Privacy Policy outlines how we collect, use, share, and protect your personal information.

2. Information We Collect We collect personal identifiable information (PII) necessary for providing our tax consulting services. This includes, but is not limited to, information such as names, contact details, Social Security numbers, employment details, and payroll information. We collect this information through online forms, phone calls, emails, and our proprietary software applications.

3. Purpose of Data Collection We collect and use PII solely to assist our clients in various tax consulting services, including R&D tax credit studies, Employee Retention Credit studies, Work Opportunity Tax Credit (WOTC) applications and other tax credit studies.

4. Data Sharing We share your PII only with the employer or client who has engaged our services, the government entities which require it for tax purposes, and third party vendors whose services RDIG requires in order to conduct our tax consulting services. We do not sell, rent, or otherwise disclose your PII to third parties for marketing purposes or any other purposes beyond providing our services.

5. Data Protection We implement robust security measures to protect your PII. Your data is stored encrypted at rest and in transit on secure servers. In the event of a security breach, RDIG follows the breach notification requirements of all applicable state and federal laws.

6. Data Retention We retain your PII only as long as necessary to provide our tax consulting services. This period varies depending on the specific service and needs, but typically does not exceed seven years from a client's final engagement with RDIG.

7. User Rights You have federal consumer protection rights and may have state consumer protection rights as well, including the right to access and correct your PII. To review your rights, visit https://www.consumerprivacyact.com/. To exercise these rights, please contact us using the information provided below:

  • Mail: R&D Incentives Group,
    725 S. Figueroa Street, Suite 2250
    Los Angeles, CA 90017
  • Phone: 213.805.5888
  • Email: info@rdig.com


8. Changes to the Privacy Policy We may update this Privacy Policy from time to time, though significant changes are unlikely. This policy was last edited July 24, 2026 to add details regarding the protections we provide our clients.

9. Compliance We adhere to all applicable data protection laws and regulations to ensure the privacy and security of your PII, including FTC Safeguards Rule, IRC 7216, and California CCPA.