Effective Date: January 2026

ERC Pros (“we,” “us,” or “our”) is a specialty firm, composed of CPAs and tax experts, focused on assisting small businesses and organizations calculate, maximize, and claim the Employee Retention Credit (ERC) from the IRS.  We believe strong partnerships are built on trust — and that includes how we handle personal information. This Privacy Policy explains how we collect, use, and protect information about our clients, business partners, employees, applicants, and website visitors.

In everything we do, we’re committed to transparency, data responsibility, and respect for privacy. By using our services or submitting your information to us, you agree to the practices outlined in this Privacy Policy.

1.  Information We Collect

We may collect information directly from you or automatically through our website and business interactions, including:

·         Contact Information: name, phone number, email address, physical address and business details.

·         Business Relationship Data: information shared as part of a partnership, referral, or service agreement, such as information required business and tax information to assess qualification, calculation, and track progress of the ERC credit.

·         Employment or Application Data: résumé, work history, and related HR information for employment or recruiting purposes.

·         Technical and Usage Data: such as your IP address, browser type, device information, and site usage, collected through cookies or analytics tools.

·         Other Information You Provide: Any additional information you voluntarily submit (such as comments or inquiries) is used solely for the specific purposes for which it is provided.

We do not knowingly collect information from children under 18. If we become aware of such information, we will delete it immediately.

2. How We Use Your Information

ERC Pros uses collected data for the following purposes:

·         Client Communication: We may use your email and phone number to send service-related communications, including business-specific ERC claim updates, sharing IRS communications, and other relevant notices.

·         Service and Educational Updates: We send occasional newsletters and updates on ERC or tax related matters, regulatory changes, and other educational content.

·         Employment: We may use information you provide to process employment applications and manage HR operations.

·         Legal Compliance: We may use or disclose your data to comply with applicable laws, respond to legal requests, and enforce agreements.

3. SMS/Text Message Disclosure

By providing your mobile phone number and opting in, you consent to receive SMS or text messages from ERC Pros for service-related purposes, such as information or document requests, updates, and payment reminders. Your consent to receive SMS messages is not shared with third parties.

·        Message frequency may vary.

·         Standard message and data rates may apply.

·         You may opt out at any time by replying STOP to any message or contacting us directly. 

·         We will never sell or share your phone number with third parties for marketing purposes. 

4. How We Share Information

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

·         Trusted service providers who help us operate our business, such as Netsuite, Paystand, and Contivio

·         Trusted IT service providers, HR, or communications vendors

·         Business partners involved in sales or referral programs, when required to facilitate a partnership, or those involved in necessary collections assistance

·         Regulatory or legal authorities, when disclosure is required by law

5. Data Protection

We take appropriate administrative, technical, and physical measures to safeguard personal information from unauthorized access, disclosure, alteration, or misuse. Access to personal data is restricted to those who need it to perform their job duties.

6. Data Retention

We retain your data for as long as necessary to provide services, comply with legal obligations, and enforce agreements. Personal information is stored securely using encryption, strong passwords, and access controls. You can request deletion of your personal information, though some data may be retained for legal or compliance purposes.

7. Your Rights and Choices

You may contact us at any time to:

·         Request access to, correction of, or deletion of your personal information. 

·         Opt out of marketing or communication preferences.

·         Ask questions about how your information is handled. 

8. Updates to This Policy

We may update this Privacy Policy periodically to reflect operational, legal, or regulatory changes. The most recent version will always be available on our website with an updated effective date.

9. Contact Us

If you have questions or concerns about this Privacy Policy or ERC Pro’s privacy practices, please contact us:

ERC Pros
Email: info@ercpros.com
Phone: (877) 901-1066
Address: 135 Mountain Way Dr, Orem UT 84058