Scope & Nature of Services

- The VIP Day provides strategic tax planning and education. We do not file tax returns, form entities, or provide legal advice during the VIP Day. Implementation services can be purchased separately.

Reliance on Client Information

- Advice is based on data you provide. You are responsible for the accuracy and completeness of all information and documents.

No Guaranteed Outcomes

- Tax savings examples are illustrative. Actual results vary based on your facts, laws, and implementation.

Professional Standards

- Services are delivered by a tax professional. We do not provide legal services. For legal matters, consult an attorney.

- IRS Circular 230 Notice: Any U.S. federal tax advice provided is not intended or written to be used for, and cannot be used by any taxpayer for, the purpose of avoiding penalties that may be imposed by the IRS.

Payment, Refunds & Rescheduling

- Payment is due at booking. If using a deposit, the remaining balance is due 7 days prior to your VIP Day.

- Refunds: Due to reserved time and delivery of intellectual property, payments are non-refundable. You may reschedule once with 72 hours’ notice based on availability.

- No-Show Policy: Failure to attend or arrive within 20 minutes forfeits the session; fees are non-refundable.

Confidentiality & Data Security

- We maintain confidentiality and use secure methods to receive files (e.g., https://onboardible.com/client/invitation/DynamiteTax&FinancialServiceLLC/7611). Do not email SSNs/EINs unencrypted.

Client Responsibilities

- Complete intake and pre-work at least 72 hours before your VIP Day. Delays may require rescheduling.

Communications Consent (Email/SMS)

- By providing your phone and email, you consent to receive transactional and occasional promotional messages from us, including reminders and follow-ups. Message/data rates may apply. Reply STOP to opt out of SMS anytime.

Recording

- With notice, sessions may be recorded for your use; you may opt out. Recordings are confidential.

Limitation of Liability

- To the maximum extent permitted by law, our liability is limited to the amount paid for the VIP Day.

Governing Law

- This agreement is governed by the laws of the State of Michigan.