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Privacy Policy
Privacy Policy
Effective Date: May 17, 2026
Last Updated: May 17, 2026
Expense Reduction Experts (“we,” “us,” or “our”) operates the website expensereductionexperts.com (the “Site”). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our Site or submit information through our forms.
Please read this policy carefully. By using our Site, you agree to the practices described in this Privacy Policy.
1. Information We Collect
Information You Provide Directly
When you submit a form on our Site, we may collect:
- Name and contact information (first name, last name, email address, phone number)
- Business information (company name, company size, industry, annual revenue, role)
- Service interests and business goals you describe in free-text fields
Information Collected Automatically
When you visit our Site, we automatically collect certain technical information including:
- IP address and approximate geographic location
- Browser type, version, and operating system
- Pages visited, time spent on pages, and referring URLs
- Device identifiers and screen resolution
- Cookies and similar tracking technologies (see Section 6)
Information From Third Parties
We may receive information about you from third-party analytics providers, advertising platforms, or business partners when you interact with their services in connection with our Site.
2. How We Use Your Information
We use the information we collect for the following purposes:
- To respond to your inquiries — processing form submissions and following up on savings review or consultation requests
- To provide our services — screening business fit and making referrals to appropriate specialist partners
- To send communications — confirmation emails, follow-up messages, and service-related communications
- To improve our Site — analyzing usage patterns to improve content, design, and user experience
- To comply with legal obligations — responding to legal requests and fulfilling regulatory requirements
- To protect our rights — detecting fraud, abuse, or other harmful activity
We do not sell your personal information to third parties for their own marketing purposes.
3. How We Share Your Information
Referral Partners and Specialists
When you request a savings review or consultation and we determine there is a reasonable fit, we may share your business information with vetted specialist partners for the purpose of providing the requested service. We will notify you before making any such introduction.
Service Providers
We may share your information with trusted third-party service providers who assist us in operating our Site and business, including:
- Email delivery providers
- Web hosting and infrastructure providers
- Analytics providers (such as Google Analytics)
- Customer relationship management (CRM) platforms
These providers are contractually obligated to use your information only as directed by us and in accordance with this Privacy Policy.
Legal Requirements
We may disclose your information if required to do so by law or in response to valid legal process, including subpoenas, court orders, or government requests.
Business Transfers
If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control.
4. California Privacy Rights (CCPA / CPRA)
If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):
Right to Know
You have the right to request that we disclose what personal information we have collected about you, including the categories of information, the purposes for collection, and the categories of third parties with whom we share it.
Right to Delete
You have the right to request that we delete personal information we have collected from you, subject to certain exceptions.
Right to Correct
You have the right to request that we correct inaccurate personal information we maintain about you.
Right to Opt Out of Sale or Sharing
We do not sell personal information. We do not share personal information with third parties for cross-context behavioral advertising.
Right to Non-Discrimination
We will not discriminate against you for exercising any of your CCPA rights.
How to Exercise California Rights
To exercise your California privacy rights, contact us at:
Email: privacy@expensereductionexperts.com
We will respond to verified requests within 45 days.
5. GDPR Rights (European Union / EEA Residents)
If you are located in the European Union or European Economic Area, you have the following rights under the General Data Protection Regulation (GDPR):
Lawful Basis for Processing
We process your personal data on the following lawful bases:
- Consent — when you voluntarily submit information through our forms
- Legitimate interests — to operate and improve our business, provided your rights are not overridden
- Legal obligation — when required by applicable law
Your GDPR Rights
- Right of access — request a copy of the personal data we hold about you
- Right to rectification — request correction of inaccurate or incomplete data
- Right to erasure — request deletion of your personal data (“right to be forgotten”)
- Right to restriction — request that we restrict processing of your data
- Right to data portability — request your data in a structured, machine-readable format
- Right to object — object to processing based on legitimate interests
- Right to withdraw consent — withdraw consent at any time where processing is based on consent
International Data Transfers
Our Site is operated in the United States. If you are located outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located. By using our Site, you consent to this transfer.
How to Exercise GDPR Rights
To exercise your GDPR rights, contact us at:
Email: privacy@expensereductionexperts.com
We will respond within 30 days. You also have the right to lodge a complaint with your local data protection authority.
6. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience on our Site.
Types of Cookies We Use
- Essential cookies — necessary for the Site to function properly
- Analytics cookies — help us understand how visitors use our Site (e.g. Google Analytics)
- Preference cookies — remember your settings and preferences
Managing Cookies
You can control cookies through your browser settings. Most browsers allow you to refuse cookies or delete existing cookies. Note that disabling cookies may affect the functionality of our Site.
For Google Analytics opt-out, visit: tools.google.com/dlpage/gaoptout
7. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required by law. Form submission data is typically retained for 24 months from the date of submission unless you request deletion earlier.
8. Data Security
We implement reasonable technical and organizational security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
9. Children’s Privacy
Our Site is not directed to children under the age of 13, and we do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately and we will take steps to delete that information.
10. Links to Third-Party Sites
Our Site may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.
11. Affiliate and Referral Disclosure
Expense Reduction Experts may receive referral fees or compensation when a company engages a specialist partner through our referral process. This compensation does not affect the personal information practices described in this Privacy Policy. We do not share or sell your personal information in exchange for compensation.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. We encourage you to review this policy periodically. Continued use of our Site after any changes constitutes your acceptance of the updated policy.
13. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
Expense Reduction Experts
Email: privacy@expensereductionexperts.com
Website: expensereductionexperts.com