Privacy Policy

Information we collect

SBO ("we", "us") collects information you provide directly through our application form, including your name, business name, email address, phone number, annual revenue range, and federal tax paid range.

Information provided voluntarily

Any additional information you share with a Benefit Specialist or CPA during the application process, by phone, email, or text, is recorded and associated with your application.

Technical information

When you visit our site, we automatically collect certain technical information, such as your IP address, browser type, device type, pages viewed, and referring URLs, through standard web server logs and analytics tools.

Cookies and tracking

We use cookies and similar technologies to operate the site, remember your preferences (such as selected language), and measure the performance of our marketing campaigns.

UTM parameters and advertising identifiers

We capture marketing attribution data present in the URL when you arrive at our site, including utm_source, utm_medium, utm_campaign, utm_term, utm_content, gclid (Google Click ID), and fbclid (Meta Click ID). This data helps us understand which campaigns are effective and is stored alongside your application if you submit one.

How we use information

We use the information collected to process your application, determine potential eligibility for the incentives described on this site, contact you about your application by phone, text, or email (including by automated means), improve our services, and comply with legal obligations.

Lead processing

Information submitted through the application form is treated as a lead and may be shared with a licensed CPA or Benefit Specialist affiliated with SBO for the purpose of evaluating and following up on your application.

Communications

By submitting the application form, you consent to be contacted by SBO or its affiliated CPAs and Benefit Specialists by phone, text message, or email, including through automated dialing or messaging systems. Consent is not a condition of any purchase, and message and data rates may apply. You may opt out of communications at any time.

Third-party services

We may use third-party service providers to host our website, process form submissions, send communications, protect against spam and abuse (such as Cloudflare Turnstile), and measure marketing performance (such as Google Ads, Meta, and analytics providers). These providers process information on our behalf and are contractually restricted from using it for unrelated purposes.

Data retention

We retain application and lead information for as long as necessary to fulfill the purposes described in this policy, including ongoing communications and recordkeeping obligations, unless a longer retention period is required by law.

Data security

We use reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your rights

Depending on your state of residence, you may have rights to access, correct, delete, or restrict the use of your personal information, and to opt out of certain marketing communications. To exercise these rights, contact us using the information below.

Contact information

Phone: (727) 334-2605

Website: [DOMAIN]

Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last updated" date. Your continued use of the site after changes are posted constitutes acceptance of the updated policy.