REFUND POLICY

Effective Date: June 04, 2025

Overview

By registering for the 5-Day $5K Tax Planning Client Challenge, purchasing access to Tax Maverick software, or enrolling in any of our premium programs, you acknowledge and agree to the following terms.

Digital Products and Bonuses

All digital products and bonuses included with your event ticket purchase are non-refundable. These assets may include, but are not limited to:

Downloadable templates
Video training replays
Strategy frameworks
Course workbooks
Funnel scripts
Assessment formulas

Access to these assets is delivered immediately upon registration or purchase. Due to the digital and duplicable nature of this content, we are unable to offer refunds, exchanges, or cancellations once access has been granted.

SOFTWARE ACCESS – Tax Maverick

Whether you purchased a 3-month, 6-month, or 60-day access plan to Tax Maverick (Basic or Pro version), software access is considered non-refundable after 72 hours of purchase. You are responsible for canceling any recurring billing or subscriptions prior to your renewal date.

To avoid being charged, you must cancel your subscription prior to the end of your trial period.

Once billed, subscription fees are non-refundable.

For cancellation instructions, please contact [email protected].

Refund Policy for 60 days to 25k Program

Investment Doubling Guarantee

We stand behind the value of the 60 Days to 25K Program. To be eligible for a full refund under our Investment Doubling Guarantee, you must:

i. Attendance: Attend all daily coaching sessions each week starting from Day One.

ii. Implementation: Complete all assigned action items, as tailored by your Client Success Manager during one-on-one sessions.

iii. Documentation: Maintain and submit detailed digital documentation of your activities. This includes:

Notes taken during coaching
Screenshots of implementation
Coaching session attendance logs
Lead generation and sales tracking reports

72-Hour Refund Window

If you change your mind or do not have the available funds, deposits (minus any processing fees) are refundable within 72 hours of purchase.

Beyond 72 hours, refunds are only issued if you meet the Investment Doubling Guarantee criteria outlined above.

How to Request a Refund

Submit your request: Email [email protected] with the subject line: Refund Request.
Review timeline: Requests will be reviewed within 14 days.
Processing: If approved, refunds will be processed within 30 days of approval.

Additional Terms – Case-by-Case Consideration

In situations not covered by the above policies, refund requests may be considered on a case-by-case basis. Factors may include:

Length of engagement with the program
Degree of services already rendered
Reasonable client circumstances

Please note:

Due to significant onboarding and service delivery costs, 50% of the client fee is non-refundable.
Any refundable amount will be pro-rated based on time served and is only available if you’ve met all criteria in the Investment Doubling Guarantee.