Who is responsible for your information. Reagency Filing LLC, 2232 Dell Range Blvd, Suite 245, Cheyenne, WY 82009, United States, runs this service. It decides how your information is used, so it is the controller of your information. In this policy, "we" means Reagency Filing LLC. The service can carry the brand of a partner business. Section 3 says what a partner business can see.

1. Information We Collect

Personal Information

We collect information that identifies, relates to, or could reasonably be linked with you, including:

• Name, email address, phone number, and mailing address
• Business information (company name, EIN, business address)
• Payment information (credit card details, billing address)
• Government-issued identification (when required for compliance)
• Professional credentials and licensing information

Business Information

For business formation and compliance services, we collect:

• Business entity details and structure
• Ownership information and shareholder details
• Financial information for tax preparation
• Trademark and intellectual property information
• Compliance and regulatory filing data

Technical Information

• IP address, browser type, and device information
• Usage data and platform interactions
• Cookies and similar tracking technologies
• Log files and system activity

2. How We Use Your Information

Service Delivery

• Process business formation and registration requests
• Prepare and file compliance documents
• Handle trademark and IP applications
• Provide tax preparation and filing services
• Manage ongoing compliance monitoring

Platform Operations

• Maintain and improve our white-label platform
• Process payments and manage billing
• Provide customer support and technical assistance
• Enable partner and client dashboard functionality
• Send important service notifications and updates
• Send emails that offer our other services

Legal and Compliance

• Comply with legal and regulatory requirements
• Prevent fraud and maintain platform security
• Enforce our terms of service
• Respond to legal requests and investigations

Legal Basis

The data protection laws of some countries, such as the GDPR in the EU and the UK, ask us to name a legal basis for each use. Ours are:

• To provide the services you order (service delivery, payments, support and service notices): the contract with you.
• To keep records and obey the law (tax and company records, answers to legal requests): our legal obligations under EU or UK law, and our legitimate interest in obeying US tax and company law.
• To keep the platform safe and make it better (fraud prevention, security, error logs): our legitimate interest in a safe service that works. You can object (section 6).
• Emails that offer our other services: our legitimate interest. You can stop them with the link in each email or in your settings.
• Analytics cookies, and the partner consent in section 3: your consent.

3. How We Share Your Information

Service Providers

We work with trusted third-party service providers who assist in:

• Government filing and registration services
• Payment processing and banking
• Cloud hosting and data storage in the United States
• AI processing of the documents you upload, the answers you give and the messages you send, to prepare your filings and to answer you
• Email, text message, fax and postal mail services
• Legal and professional services

Partner Businesses

If you use the service through a partner business, its staff can see your account and your company records, to serve you. They see your company's tax return information only after you sign the partner consent (see "Tax Return Information" below).

Tax Return Information

US law (IRC section 7216) limits how a tax return preparer may use and share the information you give for a tax return. We use it to prepare and file your returns. Some uses need your signed consent, each on its own screen:

• Partner consent: the partner business that serves you may see your company's tax return information.

You do not have to sign a consent to get the service. Each consent lasts one year from the day you sign it. We keep a copy or a list of each return we prepare for at least 3 years, as US law (IRC section 6107) requires.

Legal Requirements

• Government agencies for regulatory compliance
• Law enforcement when legally required
• Courts and legal proceedings
• Professional licensing boards

4. Data Security

We protect your information with these measures:

• We encrypt your information in transit (HTTPS). Our hosting provider encrypts it at rest.
• You log in with a one-time code that we send to your email address.
• Our staff and partners see only the information that their role allows.
• We keep a written information security plan. It includes the steps to respond to a security incident.

While we strive to protect your information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.

5. Data Retention

We keep your information for at least these periods:

• Account Information: For the duration of your account plus 7 years for legal compliance
• Business Formation Records: Permanently, as required by law
• Tax and Financial Records: 7 years from the last filing date
• Communication Records: 3 years for customer service purposes
• Technical Data: 2 years for platform improvement and security

We do not yet delete information on a schedule when its period ends. Until we do, we keep it protected as section 4 says. You can ask us to delete it (section 6).

6. Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

Access and Portability

• Request access to the personal information we hold about you
• Receive a copy of your data in a portable format
• View how your information is being used and shared

Correction and Updates

• Update or correct inaccurate personal information
• Complete incomplete information in your profile
• Request verification of information accuracy

Deletion and Restriction

• Request deletion of personal information (subject to legal requirements)
• Restrict processing of your information in certain circumstances
• Object to processing based on legitimate interests

Note: Some information cannot be deleted due to legal and regulatory requirements for business formation and compliance services.

You can withdraw a consent you gave at any time. This does not change what we did before. To use any of these rights, contact us (section 12). You can also complain to the data protection authority of the country where you live or work.

7. Cookies and Tracking

We use cookies and similar technologies to:

• Maintain your login session and preferences
• Analyze platform usage and performance
• Provide personalized user experiences
• Prevent fraud and enhance security
• Remember your settings and choices

You can control cookie preferences through your browser settings. However, disabling certain cookies may limit platform functionality.

8. International Data Transfers

Our services are US company formation and US filings, such as tax returns. To provide them, we store your information in the United States. Some service providers can store or process it in other countries. Some of our staff work outside the United States and can see your information from there.

To learn how your information is protected when it moves between countries, contact us (section 12).

9. Third-Party Services

Our platform may contain links to third-party websites and services. This privacy policy does not apply to these external sites. We encourage you to review their privacy policies before providing any information.

10. Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If you become aware that a child has provided us with personal information, please contact us immediately.

11. Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of material changes by:

• Email notification to your registered address
• Prominent notice on our platform
• In-app notifications for significant changes

We do not take your use of the service as consent. Where we need your consent, we ask for it separately.

12. Contact Us

If you have questions about this Privacy Policy or want to use your privacy rights, write to the support email address at the end of this page, or send us a message in the chat in your account.