Shipping & Return Policies for Events & Products
Return/Refund for Live Events
RISK-FREE SATISFACTION GUARANTEE
If you are unable to attend for any reason, you may have someone substitute for your participation in the program. Call USTaxAid at least 10 days prior to the event to transfer your enrollment. A $50 fee will apply. Transferred and complimentary tickets are not eligible.
If you are unable to attend and do not wish to substitute, contact our Customer Service Department. We will convert your enrollment to a non-refundable credit that you may apply toward any future USTaxAid event or product for up to one full year from your original event date. Some restrictions apply.
Failure to Attend
Failure to attend a registered event without prior notice, as outlined above, will result in the forfeiture of payments collected toward the event registration.
Shipping
Domestic orders are shipped by U.S. Priority Mail in the order in which they are received. We try to ship within 72 hours of ordering. All orders to destinations outside the United States are shipped by U.S.P.S. International First Class Mail.
Returns of Physical Products
We are happy to accept items for a full refund (less shipping costs and a 5% handling fee) within 45 days of delivery to you.
To return a physical item you have purchased from us, please contact us by email to [email protected] or by fax to 1-866-818-9866 with your written request.
Returns of Downloadable Products
We are happy to accept items for a full refund (less a 5% handling fee) within 45 days of delivery to you.
To return a downloadable product, you have purchased from us, please contact us by email to [email protected] or by fax to 1-866-818-9866 with your written request. We will ask you to sign a declaration that you have not made or retained any copies of the downloaded product being returned and that you have deleted the product and all of its components from your system prior to processing your return.
Refunds
You, the buyer, may cancel event transactions at any time prior to midnight of the third business day after the date of the transaction. To cancel your transaction, please send a signed fax with order information to 1-866-818-9866.
Due to administrative costs, salaries, coordination activities, materials printed, materials acquisitions, hotel contracts and all other business expenses incurred for a public event, registration fees are non-refundable after this deadline. No exceptions to the refund policy will be made after midnight of the third business day after the date of this transaction.
Transfers
Transfers to a different date/location may be made a minimum of two weeks (14 days) prior to the scheduled event date by contacting us and paying the appropriate transfer fee of 20% of the gross ticket price for events with purchase price of more than $200.
No transfer will be made within two weeks of the event date or for any event that has a per ticket price of less than $200.
Failure to Attend
Failure to attend a registered event without prior notice, as outlined above, will result in the forfeiture of payments collected toward the event registration.
Please ship all returns to:
USTaxAid
1930 Village Center Circle, Suite 3-5188
Las Vegas, NV 89134
Our Fax Number is:
1-866-818-9866
Coaching Program
Our live coaching sessions are held the 1st and 3rd Wednesday of each month at 5 pm Pacific time. There will be written materials provided prior to the coaching classes. The coaching sessions are recorded and the recording is available within 2 business days, along with the written materials on your coaching page. You can access the coaching page using a username and the password you select to use.
There will be 3 month’s worth of coaching sessions, written material and recordings available on your coaching page at any one time.
Terminating Your Participation in Coaching
You may terminate coaching with us at any time. However, payments received prior to your written instruction to terminate are nonrefundable.
When you terminate coaching with us, we will immediately cease collecting monthly payments and turn off your access to the coaching page. We will also consider ourselves relieved of all obligations to provide further services under this Agreement.
In order to terminate your program, please send a request to terminate coaching via email to [email protected].
Personal Consultations
Diane has a limited number of consultations that are available for purchase each month. There are 4 possible appointment spots each week that you can book after you have purchased the consultation and provided the requested information.
Once that information has been received, reviewed, and updated as required you will be given a link to Diane’s schedule. You can then book one of those appointment spots. These are typically on Tuesday and Saturday.
If there is a holiday or other reason why we cannot schedule appointments on a specific day during the week, alternative days will be available. There are always 5 available spots per week. However, some of these may be already taken when you schedule your appointment. We cannot reserve an appointment time. If time is of the essence, please complete the Consultation Questionnaire and provide the requested information as soon as possible. That will help move the consultation along faster.
You can request a refund if you have not had your appointment. If it is within 2 months of your purchase, there is no fee. Refunds after that time and before 1 year are subject to a $100 fee. No refunds are available after the one year period.
If you miss the scheduled appointment without 24 hours notice, there is a $100 fee to reschedule. If you do not want to reschedule, we will refund you half of the consultation fee.
Please note that this consultation is for you and your spouse, if you use married, filing jointly status. The conversation will be centered around you and your personal circumstances to the extent of the provided information. It may or may not be applicable to others partners or take into account their best interests.
Additionally, you may find that your strategy needs refinement as your business grows and evolves. The information we discuss is generally subject to your projected income figures and based on my best understanding of the tax law as of the appointment date. If the income and expenses change or tax law changes, some of the strategies may become obsolete.
There are legal, IRS and state requirements for timely implementation. You are responsible for the proper implementation of application tax elections, filing and disclosures.
The consultation will consist of a 30-minute call, my preparation for the call and preparation of follow-up notes.
CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we will and always have protected your right to privacy.
Types of Nonpublic Personal Information We Collect We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.
Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
The most common breach of confidentiality occurs when a client gives otherwise confidential documents or information to third parties. This can mean you have effectively waived your rights to confidentiality. Please talk to your lawyer to determine potential risk before you discuss your private financial information or strategies with anyone else.
Protecting the Confidentiality and Security of Current and Former Clients’ Information We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
As part of the Questionnaire you receive, you will receive the above related to the consulting agreement. When you sign and date it, you are agreeing to those terms.