Refund Policy
ASSESSMENT REFUND POLICY:
At Tax Plan Experts, we stand behind our services with a robust 5-figure guarantee. If we cannot provide you with a strategy that would save you a minimum of $10,000, we will refund 100% of your assessment cost.
Our assessment process starts immediately upon payment, and resources are allocated toward delivering the best possible service tailored to your needs.
Our Refund Policy is as follows:
• Once the assessment process has started, we do not offer full refunds due to the allocation of resources to your case. This ensures the continuation of high-quality, tailored tax planning services for all our clients.
• Early Cancellation. You will be assessed a non-refundable $497 fee if we process a refund once documents have been submitted.
• No Submission of Documents. You will not be issued a refund if you haven’t provided any documents in the first 90 days unless communicated to our team you need more time to do so.
• Due to the nature of the planning process and its heavily weighted upfront investment or time from our team, there are no refunds after the tax assessment presentation call. We are dedicated to your satisfaction and success. Should you have any concerns or issues with our service, please don’t hesitate to reach out. We are committed to resolving any problems to ensure your experience with us is positive and beneficial.
3% ANNUAL PROGRAM REFUND POLICY:
• Guarantee. Our Guarantee. We Guarantee we will save you more than you invested in this program or your money back. Our 2nd Guarantee. 2X Guarantee: For those who qualify, we guarantee a minimum of 2x savings on your investment or we will work for free for an entire year.
• Results. The results TPE produces on Client’s behalf are dependent upon the execution and implementation of the strategies outlined in the attached Addendum. Client must follow the strategies outlined in the above-mentioned Addendum to receive a guarantee. The Services to be performed by TPE under this Agreement are annual. Results will not be shown or evident until the filing of the tax return by Client. Aside from the Money Back Guarantee mentioned, TPE may offer refunds on a case-by-case basis depending on several factors, including but not limited to, the amount of time the Client was a client of TPE and the amount of work provided by TPE to Client. TPE incurs significant onboarding costs for each Client. Consequently, 50% of the Client fee is non-refundable for any reason. Any amounts eligible for a refund will be subtracted by the time TPE worked on the Client’s file.
TERMS AND CONDITIONS
Effective Date: August 9, 2024
1. Introduction
Welcome to Tax Plan Experts (the "Website"). These Terms and Conditions govern your use of the Website and services provided by Tax Plan Experts. By using the Website, you agree to these Terms and Conditions. If you do not agree, please do not use the Website.
2. Services Provided
Tax Plan Experts offers tax planning, consulting, and advisory services (the "Services"). We strive to provide accurate and useful information, but we do not guarantee the completeness or accuracy of the information provided.
3. User Accounts
To access certain features of the Website, you may need to create a user account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete. You are responsible for maintaining the confidentiality of your account and password and for restricting access to your computer.
4. Use of the Website
You agree to use the Website solely for lawful purposes and in accordance with these Terms. You agree not to use the Website:
(a) In any way that violates any applicable federal, state, local or international law or regulation.
(b) To transmit, or procure the sending of, any advertising or promotional material, including any "junk mail," "chain letter," "spam," or any other similar solicitation.
(c) To impersonate or attempt to impersonate Tax Plan Experts, a Tax Plan Experts employee, another user, or any other person or entity.
5. Intellectual Property Rights
All content on the Website, including text, graphics, logos, and software, is the property of Tax Plan Experts or its licensors and is protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any materials on the Website without express written permission from Tax Plan Experts.
6. Disclaimers
The information provided on the Website is for informational purposes only and should not be considered legal or financial advice. Although we strive to provide accurate information, Tax Plan Experts makes no representations or warranties about the accuracy or completeness of the content available on the Website.
7. Limitation of Liability
To the fullest extent permitted by law, Tax Plan Experts shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising out of or in connection with your use of the Website or the Services.
8. Indemnification
You agree to indemnify, defend, and hold harmless Tax Plan Experts, its affiliates, officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys' fees) arising from your use of the Website or Services, your violation of these Terms, or your violation of any rights of another party.
9. Modifications to the Terms
Tax Plan Experts reserves the right to modify these Terms and Conditions at any time. Changes will be effective immediately upon posting on the Website. Your continued use of the Website after changes are posted constitutes your acceptance of the new Terms.
10. Termination
10.1 By TaxPlanExperts: TaxPlanExperts reserves the right to terminate this Agreement and any services provided to you, at any time, without prior notice, if you:
(a) Fail to make timely payment of any fees due to TaxPlanExperts;
(b) Violate any provision of this Agreement;
(c) Engage in any conduct that TaxPlanExperts deems detrimental to its business or reputation;
(d) Become the subject of any legal proceedings or other actions that may adversely affect TaxPlanExperts;
(e) Fail to provide TaxPlanExperts with complete and accurate information necessary for the provision of services;
(f) Engage in any fraudulent or illegal activity in connection with the use of TaxPlanExperts’ services.
10.2 By You: You may terminate this Agreement at any time by providing written notice to TaxPlanExperts. Termination by you will be effective upon receipt of your notice by TaxPlanExperts.
10.3 Effect of Termination: Upon termination of this Agreement, for any reason:
(a) You will cease using all Tax Plan Experts services and immediately delete all data and information obtained from TaxPlanExperts.
(b) You will be liable to TaxPlanExperts for any unpaid fees or charges related to services provided prior to termination.
(c) Tax PlanExperts will have no further liability to you under this Agreement, except for any obligations accrued prior to termination.
(d) Any provisions of this Agreement that are intended to survive termination will remain in effect, including, but not limited to, limitations of liability, intellectual property rights, and confidentiality.
11. Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of Texas. Any disputes arising from these Terms shall be resolved in the appropriate courts of Texas.
12. Contact Information
For questions regarding these Terms and Conditions, please contact us at:
Tax Plan Experts