Privacy Policy — Elevate Services
Effective date: September 29, 2026
Elevate Services operates the Elevate Surgeons website and helps people request an introduction to a tax attorney. This policy explains how we handle information in connection with our website, inquiries and introductions.
Information we collect
We collect information you provide, such as your name, email address, phone number, surgical specialty and communications with us. During private follow-up, you may choose to provide information about your income range and planning goals so that the introduction can be discussed. Please do not send tax returns, Social Security numbers, bank details, patient information or other confidential documents through an advertising form or our general inquiry form.
Our website and service providers may collect device and usage information, including IP address, browser type, pages viewed, approximate location derived from IP address, referring pages and advertising attribution information. Cookies and similar technologies may be used for site functionality, analytics and advertising measurement, subject to applicable choices and requirements.
How we use information
We use information to respond to inquiries, arrange requested introductions, communicate about next steps, maintain records of consent and requests, operate and improve our services, prevent misuse and meet legal obligations. Marketing messages are sent according to the choices you make and applicable law.
How information is shared
When you request an introduction, we may share the contact information and relevant details you provide with a tax attorney or professional involved in that introduction. That professional handles information under their own privacy practices and any engagement terms you agree with them.
We also use service providers for website hosting, customer relationship management, communications, analytics and advertising measurement. These may include HighLevel/LeadConnector and Meta. Advertising platforms may receive permitted website activity or initial inquiry information used for measurement. Financial details provided during private follow-up are not used for advertising measurement.
We may disclose information when required by law, to protect rights or security, or in connection with a business transfer subject to applicable safeguards.
Your choices
You may decline to provide optional information. You can unsubscribe from marketing email using its unsubscribe link. For text messages, reply STOP to opt out or HELP for assistance; message frequency varies and message and data rates may apply. Consent to marketing text messages is not a condition of requesting an introduction or purchasing services.
You can control cookies through your browser and any choices provided on the website. Where applicable law requires recognition of browser privacy signals or additional choices, those controls must be implemented before the related tracking is used.
Depending on where you live and which laws apply, you may have rights to access, correct or delete information, obtain a copy, restrict certain processing, or opt out of certain disclosures or targeted advertising. Contact us to make a request. We may need to verify your identity and may retain information when an applicable exception permits or requires it.
Retention and security
We retain information for as long as reasonably necessary to respond to your request, provide the introduction service, maintain consent records, resolve disputes and satisfy applicable obligations. Information should be deleted or de-identified when it is no longer needed, subject to applicable retention requirements.
We use reasonable administrative, technical and organizational measures appropriate to the information handled. No internet service can guarantee complete security.
Adults and other websites
Our service is intended for adults and is not directed to children under 18. Other websites and professionals have their own policies; this policy does not control their practices.
Changes and contact
We may update this policy and will post the revised effective date. Material changes will be communicated as required by law.
Privacy contact: Elevate Services
Email: [email protected]
Mailing address: 6501 Congress Ave, Suite 300, Boca Raton, FL 33487