
Digital Products and Bonuses
Downloadable templates
Video training
Strategy frameworks
Course materials
Event Attendance and Refunds
To qualify:
✅You must attend all three days of the event.
✅ Your attendance must be verified through our digital monitoring system.
❌ Partial attendance disqualifies eligibility for this guarantee.
Refund Policy for Tax Advisor Accelerator Program
Investment Doubling Guarantee
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
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.
Length of engagement with the program
Degree of services already rendered
Reasonable client circumstances
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.