Refunds / Guarantee Policy

Last Updated: 06/19/2024

You can request a cancellation of your membership and a refund of your tuition (less any processing fees or hard costs incurred by us) within 90 days of initial payment if you do not want to proceed with the program for any reason.

 
Additionally, once your Tax Strategy is complete, if the amount you are able to save is below one year’s cost to be in the program, you can cancel your membership and receive a full refund (less any processing fees or hard costs incurred by us).