Privacy Policy

Last Updated June 4 2026

Who We Are
RK Partners is an R&D tax credit consultancy. We help Founders, CFOs, and CPAs identify and capture R&D tax credits under IRC Section 41 — compliantly, efficiently, and with minimal burden on your team. Our website is located at https://rk.partners.
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What Information We Collect
Information you provide directly:
When you fill out a contact form, book a consultation, or reach out to our team, we may collect your name, email address, phone number, company name, and any details you share about your business.
Information collected automatically:
Like most websites, we collect certain technical data when you visit rk.partners — including your IP address, browser type, pages visited, and time spent on the site. This is collected through standard analytics tools and cookies.
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Information shared in the course of an engagement
If you become a client, we will collect financial and operational information necessary to complete your R&D tax credit study, including payroll data, general ledger records, project descriptions, and prior tax filings. This information is handled with the same rigor we apply to every claim we prepare.

How We Use Your Information
We use the information we collect to:
Respond to inquiries and schedule consultations
Perform R&D tax credit analyses and prepare claim documentation
Communicate with you about your engagement, including updates and deliverables
Improve our website and understand how visitors engage with our content
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Comply with applicable legal and regulatory obligations
We do not sell your personal information. We do not share it with third parties for marketing purposes.

Who We Share Information With
We may share your information with:
Service providers who support our operations (e.g., CRM platforms, document management, and email tools), under confidentiality obligations
Your CPA or tax preparer, at your direction, when coordinating claim filing
Legal or regulatory authorities, if required by law or to protect the rights and safety of RK Partners or its clients
All third parties who access your data are required to handle it in a manner consistent with this policy.

Cookies and Analytics
We use cookies and third-party analytics tools (such as Google Analytics) to understand how visitors use our site. You can control cookie settings through your browser. Opting out of analytics cookies will not affect your ability to use the site.

Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, or as required by law. Client engagement records — including documentation supporting R&D tax credit claims — are retained in accordance with IRS recordkeeping guidelines.

Your Rights
Depending on where you are located, you may have the right to:
Access the personal information we hold about you
Request corrections to inaccurate information
Request deletion of your information, subject to legal retention requirements
Opt out of marketing communications at any timeTo exercise any of these rights, contact us at the information below.

Security
We take reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, or loss. However, no transmission over the internet is completely secure, and we cannot guarantee absolute security.

Children's Privacy
Our services are intended for business use. We do not knowingly collect personal information from individuals under the age of 18.

Changes to This Policy
We may update this policy from time to time. When we do, we'll revise the "Last Updated" date at the top of this page. Material changes will be communicated where required by law.

Contact Us
If you have questions about this policy or how we handle your information, reach out to us at:
RK Partners
lwheeler@rk.partners
rk.partnersThis privacy policy is intended to provide clear, plain-language notice of our data practices. It does not constitute legal advice. If you have specific compliance questions related to your jurisdiction, consult qualified legal counsel.