Terms & Conditions
Last updated: September 2026
Acceptance of terms
By accessing or using this website, operated by SBO ("we", "us"), and by submitting the application form, you agree to be bound by these Terms & Conditions. If you do not agree, please do not use this site.
Description of service
This site allows small business owners to apply to the SBO U.S. Tax Assistance Program, a by-application-only service that connects qualifying applicants with a Benefit Specialist and, where appropriate, a licensed CPA to review potential tax incentives available under the Internal Revenue Code.
Eligibility
This site and program are intended for business owners located in the United States who are at least 18 years old. Eligibility for any specific tax incentive depends on your individual facts and circumstances and is not guaranteed.
Application process
Submitting the application form does not guarantee enrollment in the program. A Benefit Specialist will review your submission and contact you to determine whether the program may be a fit for your business.
No guarantee of qualification
We make no representation or guarantee that you will qualify for the program, for any specific tax incentive, or for any particular outcome. Qualification depends on a review of your specific facts by a licensed CPA.
No guarantee of tax savings
Any figures, percentages, or dollar amounts referenced on this site (including statutory limits such as Section 179 expensing limits, bonus depreciation percentages, or credit amounts) are general information about provisions of the Internal Revenue Code and do not represent a guarantee, estimate, or promise of savings for your business.
General information, not advice
The content on this site is provided for general informational purposes only and does not constitute tax, legal, financial, or accounting advice. You should not act or refrain from acting based on any content on this site without seeking independent professional advice tailored to your circumstances.
No tax or legal advice; no attorney-client or CPA-client relationship
Use of this website or submission of the application form does not create a CPA-client, attorney-client, or advisory relationship of any kind. Any such relationship, if formed, arises only through a separate, explicit engagement with a licensed CPA after the application process.
CPA involvement
Licensed CPAs affiliated with SBO may review qualifying applications and, where appropriate, prepare a documented plan. CPAs act independently in their professional evaluation and are bound by their own applicable professional standards.
Third-party services
This site may use third-party services for hosting, form processing, spam and abuse prevention, analytics, and advertising measurement. We are not responsible for the content, policies, or practices of third-party services.
Website availability
We do not guarantee that this website will be available at all times or free from errors, interruptions, or delays. We may modify, suspend, or discontinue the site or any part of it at any time without notice.
Errors and inaccuracies
While we aim to keep information on this site current and accurate, tax laws and statutory limits change and the site may contain typographical errors or inaccuracies. We reserve the right to correct errors and update content at any time without prior notice.
Limitation of liability
To the fullest extent permitted by law, SBO and its affiliates, officers, employees, and agents will not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of this site or reliance on its content.
Intellectual property
All content on this site, including text, graphics, logos, and design, is the property of SBO or its licensors and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works without prior written consent.
Privacy
Our collection and use of information submitted through this site is described in our Privacy Policy, which is incorporated into these Terms by reference.
Modifications to these terms
We may revise these Terms & Conditions at any time by posting an updated version on this page. Continued use of the site after changes are posted constitutes acceptance of the revised Terms.
Governing law
These Terms are governed by the laws of [GOVERNING STATE/JURISDICTION], without regard to conflict-of-law principles.
Contact information
Phone: (727) 334-2605
Website: [DOMAIN]