Privacy Policy &

Terms of Use

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PRIVACY POLICY

Effective Date: August 18, 2025

Ellis & Ellis LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and share your information when you visit our website, engage with our IRS Protection & Legacy Blueprint, or use our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email, phone number, business information, financial goals, asset details, and consultation preferences.

Usage Data: Information collected through cookies, pixels, or analytics tools (e.g., browser type, page views, IP address, time spent on site).

Form Submissions: Information you provide through consultation requests, resource downloads, assessment forms, and client intake questionnaires. Communication History: SMS, email, and call interactions logged in our CRM system for service delivery and follow-up.

2. How We Use Your Information

We use your information to:

• Deliver the IRS Protection & Legacy Blueprint consultation process

• Respond to inquiries and schedule strategy sessions

• Send appointment reminders, system updates, and educational resources

• Provide access to our IRS Protection & Legacy Blueprint materials

• Improve website functionality and personalize your experience

• Maintain compliance with legal and professional obligations

• Deliver ongoing partnership support and guidance

3. Text Messaging & Communication Consent

By submitting your phone number through any form on our website, you expressly consent to receive SMS messages from Ellis & Ellis LLC related to consultation scheduling, educational insights, and important tax or financial updates. These messages may be sent using automated technology and relate to:

• Consultation scheduling and reminders

• IRS Protection & Legacy Blueprint updates

• Educational resources and planning insights

• Time-sensitive IRS or financial protection updates

Message Frequency: Periodic messages; frequency varies based on your engagement level.

Opt-Out: Reply STOP at any time. Standard message and data rates apply.

Carrier Compliance: All SMS communications comply with A2P 10DLC requirements.

4. Email Communication

By providing your email, you consent to receive:

• Wealth protection insights and educational newsletters

• Resource delivery (guides, checklists, planning tools)

• Updates regarding your consultation or ongoing partnership

• Invitations to exclusive events or strategy sessions

You may unsubscribe at any time using the link provided in emails or by contacting us directly.

5. Automation & Technology Use

We use automated systems and AI-powered tools for:

• Initial consultation scheduling and follow-up

• Resource delivery and client journey management

• Chat support and frequently asked question

• Quality monitoring and service optimization

All AI interactions are used solely to enhance service delivery and are reviewed regularly to ensure accuracy and alignment with client intent. All automated communications are monitored for accuracy and compliance.

6. Information Sharing

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

• Technology providers supporting our CRM and automation systems

• Analytics platforms for website optimization

• Professional partners bound by confidentiality agreements for service delivery

• Legal authorities when required by law

All third parties maintain strict privacy and data security standards.

7. Cookies & Website Analytics

We use cookies and tracking pixels to:

• Monitor website performance and user experience

• Deliver personalized content and recommendations

• Enable retargeted advertising through professional platforms

• Track consultation requests and resource downloads

By continuing to use this website, you acknowledge and agree to our use of cookies as outlined in this Privacy Policy. You can adjust cookie preferences through your browser settings.

8. Data Security & Retention

Your information is stored securely using industry-standard encryption and access controls. We retain data only as long as necessary to:

• Fulfill your service engagement

• Maintain professional and legal compliance records

• Provide you with requested updates or ongoing partnership support

9. Your Privacy Rights

You have the right to:

• Access and review your personal information

• Request corrections to inaccurate data

• Delete your information (subject to legal retention requirements)

• Opt out of marketing communications

• Receive a copy of your data

10. Professional Service Notice

Our services are designed for adults seeking professional financial and tax strategy guidance. We do not knowingly collect information from individuals under 18.

11. Policy Updates

We may update this Privacy Policy to reflect changes in our practices or legal requirements. The current version will always be available on our website with the effective date clearly displayed.

12. International Data Transfers

If you are located outside the United States, please note that your information will be transferred, stored, and processed in the United States. By using our services, you consent to this transfer in accordance with applicable law.

13. Contact Information

Ellis & Ellis LLC

📧 [email protected]

📧 370 3rd Ave, Dayton, TN 37321

📧 267-986-7222

TERMS OF USE

Effective Date: August 18, 2025

By accessing the Ellis & Ellis LLC website, requesting a consultation, or downloading our resources, you agree to these Terms of Use.

1. Service Overview

This website provides information about our IRS Protection & Legacy Blueprint and related tax protection, asset preservation, and strategic consulting services. These Terms govern your use of our website, forms, resources, and consultation process.

2. Professional Relationship Clarification

Important: Nothing on this website constitutes legal advice or creates an attorney-client relationship. Ellis & Ellis LLC operates as a strategic consulting firm, not a law firm. We help clients proactively manage risk and optimize outcomes but do not litigate or provide legal representation in court.

Our services provide strategic tax consulting, financial planning guidance, and IRS representation within our licensed scope as enrolled agents. All strategies and recommendations are based on current tax laws and regulations, which may change. Individual results depend on your specific circumstances and implementation.

3. Acceptable Website Use

You agree to use our website responsibly and not to:

• Access or use the site for unlawful purposes

• Attempt to breach security or access unauthorized areas

• Upload malicious code, spam, or harmful content

• Misrepresent your identity or qualifications

• Harvest, scrape, or copy our proprietary content

4. Intellectual Property Protection

All content including the IRS Protection & Legacy Blueprint, assessment tools, educational materials, and proprietary frameworks are owned by Ellis & Ellis LLC.

You may not copy, reproduce, distribute, or create derivative works from our content without written permission. This includes our systematic approach, client journey methodology, and branded materials.

5. Communication & Marketing Consent

By providing your contact information, you:

• SMS Consent: Agree to receive text messages related to consultations, system updates, and relevant financial protection insights. Reply STOP to opt out. Message and data rates apply.

• Email Consent: Agree to receive educational newsletters, resource delivery, and consultation follow-ups. Unsubscribe links are provided in all marketing emails.

• CRM Integration: Understand that your information may be used in our client management system to personalize your experience and track consultation progress.

We may use automated systems and third-party tools (e.g., AscendFlow) to deliver timely communications. All SMS is compliant with A2P 10DLC carrier requirements and is used only after express consent is given. We comply with A2P 10DLC regulations and do not share or sell your contact information.

6. Consultation & Service Disclaimers

No Guaranteed Outcomes: While our IRS Protection & Legacy Blueprint has helped many clients achieve significant tax savings and asset protection, individual results vary based on circumstances, implementation, and changing regulations.

IRS Interaction: We cannot guarantee specific outcomes in IRS matters, as these depend on your unique situation, cooperation, and factors beyond our control. We do not offer tax shelters or guarantee reductions in IRS obligations unless confirmed by written agreement and client eligibility.

Timeline Expectations: Our 90-day system timeline reflects typical engagement periods, but complex cases may require additional time.

7. Website Functionality & External Links

We strive to maintain accurate, up-to-date information, but cannot guarantee the website will be error-free or uninterrupted. We may include links to third-party resources or tools for your convenience, but we do not control or endorse their content or practices.

8. Privacy & Data Use

Your use of this website is governed by our Privacy Policy, which explains how we collect, use, and protect your information. By using our services, you acknowledge that you have read and agree to our privacy practices.

9. Limitation of Liability

Ellis & Ellis LLC's liability is limited to the fees paid for services rendered. We are not liable for indirect, consequential, or punitive damages arising from your use of our website or services.

This limitation applies even if we've been advised of the possibility of such damages and regardless of the legal theory upon which your claim is based.

10. Professional Standards & Compliance

We maintain professional liability insurance and adhere to industry standards for enrolled agents and tax professionals. Our services comply with IRS regulations and professional codes of conduct.

11. Governing Law & Dispute Resolution

These Terms are governed by the laws of Tennessee. Any disputes will be resolved through binding arbitration in Rheta, Tennessee, except for matters involving our intellectual property rights.

12. Severability & Updates

If any provision of these Terms is found unenforceable, the remaining provisions remain in full effect. We reserve the right to modify these Terms at any time, with changes effective immediately upon posting.

Continued use of our website or services constitutes acceptance of any modifications.

13. Contact & Questions

For questions about these Terms or our services:

Ellis & Ellis LLC

📧 [email protected]

📧 370 3rd Ave., Dayton, TN 37321

📧 267-986-7222

Last Updated: August 18, 2025

This document reflects our commitment to transparency and professional service delivery.