Privacy Policy

Introduction

C.O.Y., Incorporated ("we," "us," "our," or "C.O.Y.") is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information when you use our website (www.coyservices.com), engage our business formation services, tax preparation services, or consulting services, or otherwise interact with us.

By using our services or website, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with our policies and practices, please do not use our services or website.

Business Information:

• Legal Name: C.O.Y., Incorporated

• Address: 30 N Gould St, Ste 60655, Sheridan, WY 82801

• Email: hello@coyservices.com

• Phone: (307) 344-4335

1. Information We Collect

We collect several types of information from and about users of our services and website, including:

1.1 Personal Information You Provide

When you engage our services or contact us, you may provide:

For Business Formation Services:

• Full legal name and contact information (email, phone, address)

• Business information (business name, structure, ownership details)

• Social Security Number or Employer Identification Number (EIN)

• State of residence and formation preferences

• Payment information (credit card, bank account details)

• Business partner or co-owner information

For Tax Preparation Services:

• Full legal name, date of birth, and Social Security Number

• Spouse and dependent information (if applicable)

• Contact information (email, phone, address)

• Employment information (W-2s, 1099s, employer details)

• Financial information (income, expenses, deductions, bank accounts, investment accounts)

• Business financial records (profit & loss statements, balance sheets, receipts)

• Prior year tax returns

• Payment information

For Consulting Services:

• Name and contact information

• Business information and financial records

• Strategic planning documents

• Any other information you choose to share during consultations

General Website and Communication:

• Name, email address, and phone number when you submit contact forms

• Information you provide when scheduling appointments or consultations

• Information in emails, messages, or other communications with us

• Survey responses or feedback you provide

1.2 Information Automatically Collected

When you visit our website, we automatically collect:

• Usage Data: Information about how you access and use our website, including pages viewed, time spent on pages, links clicked, and navigation paths

• Device Information: IP address, browser type and version, operating system, device type, and unique device identifiers

• Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to track activity on our website and store certain information (see Section 5 for more details)

• Location Data: General geographic location based on IP address

1.3 Information from Third Parties

We may receive information about you from:

• Service Providers: Payment processors, registered agent services, state filing agencies, and IRS

• Public Records: Business formation documents, state registrations, and other publicly available information

• Referral Sources: If someone refers you to our services, we may receive your name and contact information

2. How We Use Your Information

We use the information we collect for the following purposes:

2.1 To Provide Our Services

• Process business formation applications and file documents with state agencies

• Prepare and file tax returns with the IRS and state tax authorities

• Provide consulting and strategic advice

• Obtain Employer Identification Numbers (EINs) on your behalf

• Communicate with you about your services, including status updates and next steps

• Schedule appointments and consultations

• Provide customer support and respond to your inquiries

• Process payments and maintain billing records

2.2 To Improve and Personalize Our Services

• Analyze usage patterns to improve our website and services

• Customize content and user experience

• Develop new services and features

• Conduct research and analysis

2.3 For Legal and Compliance Purposes

• Comply with IRS regulations, state laws, and professional standards

• Maintain accurate records as required by law (tax records retention, corporate documents)

• Verify your identity and prevent fraud

• Respond to legal requests, court orders, or government inquiries

• Protect our rights, property, and safety, and the rights of our clients and others

• Enforce our Terms of Service and other agreements

2.4 For Marketing and Communication

• Send you promotional materials, newsletters, and educational content (with your consent)

• Provide information about new services, special offers, or upcoming deadlines

• Request feedback or reviews about our services

• Send appointment reminders and compliance deadline notifications

Note: You can opt out of marketing communications at any time by clicking "unsubscribe" in our emails or contacting us directly.

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information in the following circumstances:

3.1 Service Providers and Business Partners

We share information with trusted third-party service providers who assist us in operating our business, including:

• State Filing Agencies: To file Articles of Organization, Articles of Incorporation, and other formation documents

• IRS and Tax Authorities: To file tax returns and obtain EINs

• Registered Agent Services: To provide registered agent services for your business

• Payment Processors: To process credit card and ACH payments (e.g., Stripe, PayPal)

• Cloud Storage and Software Providers: To securely store and manage your documents (e.g., Google Workspace, Notion, document management systems)

• Email and Communication Platforms: To send you emails and messages

• Accounting and Bookkeeping Software: To assist with financial recordkeeping

• Website Hosting and Analytics: To host our website and analyze usage (e.g., Wix, Google Analytics)

These service providers are contractually obligated to keep your information confidential and use it only for the purposes we specify.

3.2 Legal Requirements and Protection

We may disclose your information if required by law or in good faith belief that such action is necessary to:

• Comply with legal obligations, court orders, subpoenas, or government requests

• Enforce or apply our Terms of Service and other agreements

• Protect the rights, property, or safety of C.O.Y., Incorporated, our clients, or others

• Investigate and prevent fraud, security issues, or illegal activities

• Respond to claims that content violates the rights of third parties

3.3 Business Transfers

If C.O.Y., Incorporated is involved in a merger, acquisition, asset sale, or other business transaction, your information may be transferred as part of that transaction. We will notify you via email and/or prominent notice on our website of any change in ownership or use of your personal information.

3.4 With Your Consent

We may share your information with third parties when you give us explicit permission to do so.

4. How We Protect Your Information

4.1 Security Measures

We take the security of your personal information seriously and implement appropriate technical, administrative, and physical safeguards, including:

• Encryption: Sensitive data (including Social Security Numbers, financial information, and payment details) is encrypted in transit using SSL/TLS technology and at rest using industry-standard encryption

• Secure Document Upload: We use secure, password-protected portals for document uploads

• Access Controls: Access to personal information is restricted to authorized employees and service providers who need it to perform their job functions

• Employee Training: Our team is trained on data privacy and security best practices

• Regular Security Audits: We regularly review and update our security practices

• Secure Storage: Physical and digital records are stored securely with limited access

• Password Protection: We require strong passwords and multi-factor authentication where available

4.2 Limitations

While we strive to protect your information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, but we will notify you promptly if we become aware of any security breach that compromises your information.

4.3 Your Responsibility

You are responsible for:

• Keeping your account credentials (passwords, login information) confidential

• Using secure internet connections when submitting sensitive information

• Notifying us immediately if you suspect unauthorized access to your information

5. Cookies and Tracking Technologies

5.1 What Are Cookies?

Cookies are small text files stored on your device when you visit our website. We use cookies and similar technologies to enhance your experience, analyze usage, and deliver personalized content.

5.2 Types of Cookies We Use

Essential Cookies: Required for the website to function properly (e.g., maintaining your session, remembering form inputs)

Analytics Cookies: Help us understand how visitors use our website (e.g., Google Analytics) so we can improve functionality and content

Functional Cookies: Remember your preferences and settings (e.g., language preferences, location)

Marketing Cookies: Track your browsing activity to deliver relevant advertisements and measure campaign effectiveness (if you consent)

5.3 Managing Cookies

You can control and delete cookies through your browser settings. However, disabling certain cookies may affect the functionality of our website.

• Google Analytics Opt-Out: You can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on: https://tools.google.com/dlpage/gaoptout

5.4 Third-Party Tracking

We may use third-party services (e.g., Google Analytics, Facebook Pixel, LinkedIn Insight Tag) that use cookies to track your activity across websites. These third parties have their own privacy policies governing their use of your information.

6. Data Retention

6.1 How Long We Keep Your Information

We retain your personal information for as long as necessary to:

• Provide our services and fulfill the purposes described in this Privacy Policy

• Comply with legal, regulatory, tax, and accounting requirements

• Resolve disputes and enforce our agreements

Specific Retention Periods:

• Tax Records: IRS regulations require us to retain tax preparation records for at least 3-7 years after filing

• Business Formation Records: We retain formation documents and client files for at least 7 years to support ongoing compliance and potential future needs

• Financial Records: Payment and billing records are retained for 7 years for accounting and tax purposes

• Marketing Communications: Email addresses and communication preferences are retained until you unsubscribe or request deletion

• Website Usage Data: Analytics and log data are typically retained for 12-24 months

6.2 Deletion After Retention Period

After the applicable retention period expires, we will securely delete or anonymize your personal information unless we are required by law to retain it longer.

7. Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

7.1 General Rights

• Access: Request a copy of the personal information we hold about you

• Correction: Request that we correct inaccurate or incomplete information

• Deletion: Request that we delete your personal information (subject to legal retention requirements)

• Restriction: Request that we limit how we use your information

• Objection: Object to our processing of your information for certain purposes (e.g., marketing)

• Data Portability: Request a copy of your information in a structured, machine-readable format

• Withdraw Consent: If we rely on your consent to process your information, you can withdraw it at any time

7.2 California Residents (CCPA Rights)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to Know: Request details about the personal information we collect, use, disclose, and sell

• Right to Delete: Request deletion of your personal information (subject to exceptions)

• Right to Opt-Out: Opt out of the sale of your personal information (Note: We do not sell personal information)

• Right to Non-Discrimination: Exercise your rights without discriminatory treatment

To exercise your CCPA rights, contact us at hello@coyservices.com or (307) 344-4335.

7.3 European Residents (GDPR Rights)

If you are located in the European Economic Area (EEA), UK, or Switzerland, you have rights under the General Data Protection Regulation (GDPR), including:

• All the rights listed in Section 7.1

• Right to Lodge a Complaint: File a complaint with your local data protection authority

Legal Basis for Processing:

• Contract Performance: We process your information to provide our services under our agreement with you

• Legal Obligation: We process your information to comply with tax laws, IRS regulations, and state requirements

• Legitimate Interests: We process your information for business operations, fraud prevention, and service improvement

• Consent: We rely on your consent for marketing communications and non-essential cookies

7.4 How to Exercise Your Rights

To exercise any of these rights, please contact us:

• Email: hello@coyservices.com

• Phone: (307) 344-4335

• Mail: C.O.Y., Incorporated, 30 N Gould St, Ste 60655, Sheridan, WY 82801

We will respond to your request within 30 days (or as required by applicable law). We may need to verify your identity before processing your request.

Important Limitations: We may not be able to delete certain information if we are required by law to retain it (e.g., tax records, IRS filings) or if deletion would prevent us from fulfilling our legal obligations.

8. Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will take steps to delete that information promptly.

If you believe we have collected information from a child, please contact us immediately at hello@coyservices.com.

9. Third-Party Websites and Services

Our website may contain links to third-party websites, services, or resources (e.g., state filing portals, IRS website, partner services). We are not responsible for the privacy practices or content of these third parties.

When you leave our website, we encourage you to review the privacy policies of any third-party sites you visit. This Privacy Policy applies only to information collected by C.O.Y., Incorporated.

10. International Data Transfers

C.O.Y., Incorporated is based in the United States (Wyoming). If you are accessing our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your country.

By using our services, you consent to the transfer of your information to the United States and other countries where we operate.

For European residents, we ensure that appropriate safeguards are in place for international data transfers, such as Standard Contractual Clauses or other approved mechanisms.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, legal requirements, or for other operational reasons. When we make changes, we will:

• Update the "Last Updated" date at the top of this policy

• Notify you by email (if you have provided your email address) for significant changes

• Post a prominent notice on our website

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

Continued use of our services after changes are posted constitutes your acceptance of the updated Privacy Policy.

12. Professional Standards and Confidentiality

As a professional services firm providing tax preparation and business consulting, we are committed to maintaining the highest standards of client confidentiality:

12.1 IRS Circular 230

We comply with IRS Circular 230, which governs practice before the IRS and requires us to protect the confidentiality of tax return information.

12.2 Professional Ethics

Our team adheres to professional codes of conduct and ethics that require confidentiality and discretion in handling client information.

12.3 Attorney-Client Privilege

While C.O.Y., Incorporated does not provide legal services or practice law, we respect the importance of confidentiality in all business relationships. For legal advice, we recommend consulting a licensed attorney, and we will not disclose your information to attorneys without your consent.

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

C.O.Y., Incorporated

📧 Email: hello@coyservices.com

📞 Phone: (307) 344-4335

📍 Mail: 30 N Gould St, Ste 60655, Sheridan, WY 82801

🌐 Website: www.coyservices.com

Business Hours: Monday - Friday, 9:00 AM - 5:00 PM (Mountain Time)

We will respond to all inquiries within 2 business days.

14. Your Consent

By using our website or services, you acknowledge that you have read, understood, and agree to this Privacy Policy.

If you do not agree with this Privacy Policy, please do not use our services or website.

Summary of Key Points

What we collect: Personal information (name, SSN, financial data), business information, usage data, and cookies

How we use it: To provide our services (formation, tax prep, consulting), improve our offerings, and comply with legal requirements

How we protect it: Encryption, secure storage, access controls, employee training, and regular security audits

Who we share with: Service providers (state agencies, IRS, payment processors), legal authorities (when required), and with your consent

Your rights: Access, correction, deletion, and opt-out rights (subject to legal retention requirements)

Retention: Tax records (3-7 years), business formation records (7 years), marketing data (until you unsubscribe)

Contact: hello@coyservices.com or (307) 344-4335

 

"We treat your information with the same care and confidentiality we would want for our own." — C.O.Y., Incorporated Team

This Privacy Policy was last updated on February 7, 2026 and is effective immediately.