Suitability and Intake

VBO, Inc. is not an accounting firm, a law firm, an accountant referral service, or a lawyer referral service. VBO, Inc. does not provide tax or legal advice, or tax or legal representation. Participating tax professionals and attorneys are independent contractors, and we do not influence or interfere with their independent professional judgment or advice. 

Our real estate services are provided in collaboration with our partner brokers. We serve as the general agent for each transaction related to our clients.

Financial estimates do not represent guaranteed performance, and past performance does not guarantee future results. The financial projections do not incorporate the cost of life insurance.

Our services are exclusively provided to the employees of our clients and partners. We reserve the right to restrict, suspend, or terminate service for any user who does not meet these eligibility requirements.