Name
Email address
Telephone number
Household income range
Information about the tax, accounting, or advisory services you are interested in
Referral or marketing source information
Information submitted through contact forms, webinar registrations, questionnaires, consultation forms, or similar forms
Communications you send to us
We may also automatically collect certain information about your use of our website, including your IP address, browser and device information, referring pages, pages visited, interactions with our website, and other usage information.
Our website may use cookies, pixels, analytics tools, and similar technologies to understand how visitors interact with our website, measure marketing performance, improve our services, and deliver or measure advertising.
These technologies may be provided by third-party platforms and service providers, including advertising, analytics, customer relationship management, webinar, scheduling, and website technology providers.
Your browser or device may provide controls that allow you to limit or disable certain cookies or tracking technologies.
We may use information we collect to:
Provide and improve our website, educational content, and services
Process webinar or training registrations
Respond to inquiries and consultation requests
Determine which of our services may be relevant to your needs
Schedule and manage consultations
Communicate with prospective and existing clients
Send educational, informational, or marketing communications
Measure the effectiveness of our advertising and marketing campaigns
Understand how visitors discover and interact with Remis & Merius
Maintain and improve our internal systems and business operations
Protect against fraud, misuse, security threats, or other unlawful activity
Comply with applicable legal and regulatory requirements
If you provide your contact information and consent to receive communications from us, we may communicate with you by email, telephone, or text message as permitted by applicable law and according to the consent you provide.
You may unsubscribe from marketing emails by using the unsubscribe link included in those communications.
Where applicable, you may opt out of marketing text messages by following the opt-out instructions contained in the message. Message and data rates may apply.
We may share information with service providers that assist us with operating our business, including providers of website hosting, customer relationship management systems, analytics, advertising, scheduling, webinar technology, communications, payment processing, and other business services.
We may also disclose information when required by law, legal process, governmental request, or when reasonably necessary to protect the rights, property, security, or interests of Remis & Merius, our clients, or others.
We may disclose information as part of a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction.
We do not represent that information collected through ordinary website marketing forms is subject to the same confidentiality protections applicable to information provided after a formal professional engagement has been established.
Prospective Client Information
Submitting information through our website, registering for a webinar, contacting us, or scheduling a consultation does not by itself establish a professional or client relationship with Remis & Merius.
Please do not submit Social Security numbers, tax returns, banking credentials, passwords, or other highly sensitive financial information through general website forms unless specifically instructed to use a secure method provided by us.
Data Security
We use reasonable administrative, technical, and organizational measures designed to protect personal information.
However, no internet transmission, electronic communication, or information-storage system can be guaranteed to be completely secure.
Data Retention
We may retain information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain business and legal records, comply with applicable requirements, resolve disputes, and enforce our agreements.
Your Choices
Depending on your location and applicable law, you may have rights relating to your personal information.
You may also contact us to request information regarding our privacy practices or to request that we update certain personal information you previously provided.
Third-Party Websites
Our website may contain links to websites or services operated by third parties. Remis & Merius is not responsible for the privacy practices, security, or content of third-party websites.
Children’s Privacy
Our website and services are intended for adults and are not directed toward children under 13. We do not knowingly seek to collect personal information from children under 13 through our website.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. When changes are made, the updated policy will be posted on this page with a revised “Last Updated” date.
Contact Us
Questions regarding this Privacy Policy may be directed to:
Remis & Merius
2 N Central Ave, STE 1800
Phoenix, AZ 85004
Last Updated: September 15, 2026
The information provided by Remis & Merius, LLC (“Remis & Merius” or “R&M”) through this website, social media accounts, videos, webinars, training programs, emails, presentations, downloads, and other educational materials is provided for general educational and informational purposes only.
Not Individualized Professional Advice
Nothing contained in our general educational content constitutes individualized tax, accounting, legal, investment, or financial advice.
Tax laws and financial circumstances are highly fact-specific. A strategy that may be appropriate for one taxpayer may not be appropriate, available, or beneficial for another.
You should consult an appropriately qualified professional regarding your individual circumstances before making decisions based on general information presented by Remis & Merius.
No Professional Relationship
Viewing our content, attending a webinar, registering for training, submitting a website form, communicating with our team, or participating in an introductory consultation does not by itself establish a professional relationship with Remis & Merius.
A professional relationship is established only through an accepted engagement agreement and satisfaction of any other applicable engagement requirements.
Tax Strategies
References to tax strategies, deductions, credits, entity structures, retirement plans, real estate strategies, business transactions, or other planning opportunities are intended to illustrate concepts that may be available under certain circumstances.
Eligibility and results depend upon individual facts, applicable law, proper implementation, documentation, timing, and other factors.
Examples and Case Studies
Any examples, scenarios, calculations, tax-savings figures, client experiences, or case studies presented by Remis & Merius are intended for illustrative purposes unless expressly stated otherwise.
Examples may be simplified to explain a concept and should not be interpreted as a promise or guarantee that another taxpayer will achieve the same or similar results.
No Guarantee of Results
Remis & Merius does not guarantee any specific amount of tax savings, refund, deduction, credit, financial benefit, IRS determination, audit outcome, or other result based upon information contained in our general educational materials.
Tax Law Changes
Tax laws, regulations, administrative guidance, court decisions, and interpretations may change over time.
Information that was accurate when originally published may subsequently become outdated.
Third-Party Information
From time to time, Remis & Merius may reference or link to third-party resources. Such references do not necessarily constitute an endorsement, and we do not guarantee the accuracy or completeness of information provided by third parties.
Professional Engagements
Advice provided to clients under a formal engagement with Remis & Merius is governed by the applicable engagement agreement and the specific facts and circumstances of that engagement.
General website, webinar, email, or social-media content should not be substituted for advice provided within a professional engagement.
Contact
If you would like advice regarding your specific tax or accounting circumstances, you may contact Remis & Merius to determine whether an appropriate professional engagement is available.
Remis & Merius
2 N Central Ave, STE 1800
Phoenix, AZ 85004