please read the terms below
SMART VIP DAY BUYER DISCLOSURES, TERMS & POLICIES
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.
there’s more to offer
Money & Business Matters
Smart Tax Moves. Strategic Finance. Real Results.
How Your Personal Finances Impact Your Business Success
It’s common to think of personal and business finances as two separate areas—but in reality, they are deeply connected. The habits you build at home often influence how you make decisions within your business. When your personal finances are strong, organized, and intentional, your business gains stability, clarity, and room to grow.
A solid personal financial foundation helps you manage cash flow with confidence, make smarter investments, and avoid mixing funds. Here are a few key ways your personal money habits directly impact your business success:
1. Build a clear personal budget.
Understanding your personal expenses gives you a realistic view of what you need your business to earn. A strong budget prevents overspending and helps you avoid pulling money from your business unnecessarily.
2. Separate business and personal accounts.
This should be non-negotiable. Keeping separate accounts protects you legally, makes bookkeeping cleaner, and saves you valuable time during tax season.
3. Pay yourself consistently.
Treat yourself like a team member, not an afterthought. A consistent paycheck creates personal stability and helps keep your business cash flow predictable.
4. Maintain a personal emergency fund.
Life happens. Having a financial cushion at home ensures unexpected expenses don’t force you to dip into business funds or disrupt your operations.
5. Manage personal debt wisely.
High personal debt can limit your ability to invest in your business and increase stress. Reducing personal debt strengthens your overall financial position and opens doors for future growth.
Your business finances often mirror your personal habits. The stronger your foundation is at home, the more confident, stable, and successful you’ll be as a business owner.
If you're ready to organize your books and build a financial strategy that supports both your personal and business goals, we’re here to help.
FOLLOW US
COMPANY
CUSTOMER CARE
LEGAL
Copyright 2025. Dynamite Tax & Financial Service. All Rights Reserved.