Legal
Privacy Policy
Last updated: November 9, 2026
This policy explains what information Strategic Incentive Solutions, Inc. collects through this website, how we use it and the choices you have.
The short version
We collect what you send us and basic site usage data.
We do not sell your personal information.
You can ask us to correct or delete your information at any time.
Who we are
Strategic Incentive Solutions, Inc. (“we”, “us”) is an R&D tax credit firm based in Sarasota, Florida. This policy covers this website. Our free screening runs on a separate website, strategictaxincentives.org, which may have its own privacy practices, so please read the policy there as well.
Information we collect
We collect the following kinds of information:
Contact details you give us when you email, call or fill in a form, such as your name, email address, phone number and company
Your email address if you subscribe to our updates
Information you share about your business during a screening or study, covered in the section on financial and tax records below
Basic usage data about your visit, such as the pages you view, your device and browser, your approximate location and the site that referred you, collected through cookies and similar tools
How we use information
We use the information we collect to:
Reply to your questions and requests
Run screenings and studies you ask for
Send updates and guides you asked to receive
Understand how the website is used and improve it
Meet legal, tax and accounting obligations, and protect our rights
How we share information
We do not sell your personal information. We share it only in these cases:
With service providers that help us run the website and our business, such as hosting, email, scheduling and analytics providers, who may use it only to provide their services to us
With your CPA or tax preparer when you ask us to coordinate with them
When the law requires it, or to protect our rights, our clients or others
As part of a sale or reorganization of our business, with notice where required
Cookies and analytics
This website may use cookies and similar technologies to keep the site working and to measure how it is used. You can control cookies in your browser settings. Turning cookies off may affect how parts of the site work.
Financial and tax records you share with us
During a screening or study you may share confidential business and financial records. We use them to do the work you asked for, limit access to the people who need them, and handle them as described in your engagement agreement. Please do not send Social Security numbers, bank login details or other highly sensitive information through this website or by unsecured email.
How long we keep information
We keep information for as long as we need it for the purposes above, to meet legal, tax and accounting duties and to resolve disputes. After that we delete it or remove details that identify you.
Security
We use reasonable measures to protect information. No website or method of transmission is completely secure, so we cannot guarantee absolute security.
Your choices and rights
You can unsubscribe from our updates at any time using the link in any message. You can also contact us to ask what information we hold about you, or to ask us to correct or delete it. Depending on where you live, you may have additional rights under state privacy laws, and we will respond to valid requests as the law requires. We do not treat you differently for making a request.
Children
This website is meant for business owners and professionals. It is not directed at anyone under 18, and we do not knowingly collect information from children.
Links to other sites
This website links to other websites, including our screening site. We are not responsible for the content or privacy practices of other sites.
Changes to this policy
We may update this policy from time to time. When we do, we will change the date at the top of this page.
Contact us
Questions or requests about this policy can go to Strategic Incentive Solutions, Inc., 6497 Parkland Dr. Unit D, Sarasota, FL 34243, or by email to hello@yourdomain.com.