Privacy Policy

Privacy Policy

Effective Date: 2026

GateKeeper Advisory Group (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal and financial information of our clients, partners, and website visitors (“you” or “your”).

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services related to capital recovery, tax credits, and financial optimization.

1. What Information Is Collected

A. Personal & Business Information

We collect information you voluntarily provide when you:

• Submit a capital analysis request

• Book consultations or strategy calls

• Engage in tax credit or financial recovery services

• Upload documents or financial records

• Communicate with our team

• Apply for partner or referral programs

Information may include:

• Full name

• Business name and structure

• Email address

• Phone number

• Financial records and tax documentation

• Payroll data

• Transaction or merchant processing data

• Any additional information you choose to provide

Due to the nature of our services, this may include sensitive financial and tax-related data required for eligibility analysis, underwriting, and capital recovery.

B. Automatically Collected Data

We may automatically collect:

• IP address

• Browser and device type

• Operating system

• Pages visited and interaction data

• Access timestamps

This information helps improve performance, security, and user experience.

C. Cookies & Tracking Technologies

We use cookies and tracking tools to:

• Improve website functionality

• Analyze user behavior

• Enhance marketing performance

• Optimize platform experience

You may disable cookies in your browser settings, but some features may not function properly.

2. How User Data Is Used

We use your data to:

• Identify capital recovery opportunities

• Evaluate eligibility for tax credits (ERC, R&D, FICA, SETC, etc.)

• Perform underwriting and financial analysis

• Process claims and deliver capital

• Communicate updates and requests

• Improve services and infrastructure

• Comply with legal and regulatory requirements

We do not sell your personal information.

3. SMS & Communications

By providing your phone number, you consent to receive communications from GateKeeper Advisory Group, including:

• Analysis updates

• Document requests

• Claim status updates

• Appointment reminders

• Service-related communications

Important details:

• Consent is not required to use services

• Message frequency may vary

• Message and data rates may apply

• You may opt out anytime by replying STOP

• Reply HELP for assistance

4. Information Sharing & Disclosure

We may share your information with:

• Tax professionals and compliance partners

• Underwriting institutions

• Government agencies (when required)

• Technology and service providers

All third parties are required to keep your information confidential and use it only for authorized purposes.

5. Data Security

We implement safeguards including:

• Secure document systems

• Encrypted data transmission (SSL)

• Restricted access to sensitive data

• Compliance-based document handling

However, no system is completely secure.

6. Your Rights

You have the right to:

• Access your information

• Request corrections

• Request deletion (where legally allowed)

• Withdraw communication consent

7. Third-Party Platforms

Our services may involve third-party platforms (such as CRM systems or financial providers). We are not responsible for their independent privacy practices.

8. Data Retention

We retain information only as long as necessary to:

• Provide services

• Meet legal obligations

• Maintain accurate records

9. Policy Updates

We may update this Privacy Policy from time to time. Updates will be posted on this page.

10. Contact Information

GateKeeper Advisory Group
Email: info@gatekeeperadvisory
Address: 10480 East Queens Wreath Lane Scottsdale AZ, 85255