Privacy policy
What personal data this site collects, why, how long it is kept and what your rights are. The short version: the tools store nothing, downloads need no email address, and there is no tracking.
This notice explains what personal data this site collects, why, and what you can do about it.
The short version
- You can read every page and use every tool without giving us your name or email address.
- The calculator, the fee test and the health check run in your browser. What you enter is not stored and is not sent to us.
- Every download is direct. No email address or sign up is needed.
- The site sets no advertising or tracking cookies and runs no analytics.
- We hold personal data in three cases: when you email us, when you sign up for updates by email, and for a short time when you visit, in the web server's records and the session record that keeps the site secure.
Who is responsible for your data
Swanson Reed (SR Tax Services LLC) publishes this site and decides how personal data collected through it is used. Its address is on the contact page.
What we collect and why
| When | What we hold | Why |
|---|---|---|
| You email us | Your email address, your name if you give it, and what you write | To read and answer your message, and to handle a correction or right of reply |
| You sign up for updates by email | Your email address, the date and time you agreed, the wording you agreed to, and the page you signed up from | To send you the updates you asked for, and to show that you agreed |
| You visit the site | The web server records the internet address your request came from, the date and time, the page requested and the type of browser. The site also keeps a session record with the same internet address and browser type, deleted after it expires | To keep the site running and secure |
| You use a tool or the search | Nothing. The tools and the search run in your browser | Not applicable |
We do not build profiles, and we do not use your data for advertising.
Updates by email
The box on the sign up form is unticked. We add you only if you tick it. Every email will carry a link to unsubscribe, and you can also ask us to remove you through the contact page. When you unsubscribe we keep a record that you did, so that we do not email you again.
No updates are being sent yet.
Who sees your data
Messages are read by the people at the publisher who run this site. The email address on the contact page is shared with the publisher's sister site, ResearchCreditIntegrity.org, so a message to it reaches the same team. The related sites page explains the sister site. We do not sell personal data.
The companies that host the site and deliver its email handle data on our behalf and under our instructions.
How long we keep it
- Updates by email: until you unsubscribe. After that we keep your email address and the date you unsubscribed, so that we do not email you again.
- Emails you send us: kept only for as long as we need them to deal with your message and any follow up, such as a correction, and then deleted.
- Web server records: kept only for as long as we need them to keep the site running and secure, and then deleted.
- Backups: copies in the nightly database backups are deleted after 14 days.
Cookies
The site sets only the cookies it needs to work. The cookie policy lists each one.
Your rights
Depending on where you live, the law may give you the right to:
- ask what personal data we hold about you, and have a copy
- have it corrected if it is wrong
- have it deleted
- object to how we use it, or ask us to limit that use
- withdraw your agreement to receive updates, at any time
- complain to the data protection authority in your country
To use any of these rights, write to the address on the contact page. We will ask only for what we need to confirm it is you.
Children
This site is written for people who run or advise businesses. It is not aimed at children.
Changes to this notice
We will update this notice when what we collect changes. The date at the top of this page shows when it last changed.
KnowYourFees.org is published by Swanson Reed, an R&D tax advisory firm that competes with other advisers. This site does not recommend any adviser, including Swanson Reed.
© 2026 Swanson Reed. You may use the templates and checklists for your own business. Official material is used under the terms set by its publisher.