Terms and Conditions
Live Seminars
Live seminar registration fee refunds will be returned to registrant if notice of cancellation is provided in writing at least five (5) days prior to the airing of said event. No refunds will be issued after five (5) days prior to airing. If the participant is unable to attend a live seminar, he or she may in writing request to attend the subsequent webcast covering the same learning time (i.e. 1-hour, 2-hours, 8-hours) at no additional cost. If the same or similar webcast or eLearning program is offered, the participant may request to access said eLearning program covering the same or lesser learning time (i.e. 1-hour, 2-hours, 8-hours) at no additional cost.
Webcasts/eLearning
Webcast registration fee refunds will be returned to registrant if notice of cancellation is provided in writing at least five (5) days prior to the airing of said webcast. No refunds will be issued after five (5) days prior to airing. If the participant is unable to attend the webcast or participant is unable to attend the entire webcast, he or she may in writing request to register for and attend the subsequent webcast covering the same or lesser learning time (i.e. 1-hour, 2-hours, 8-hours) at no additional cost. If the same or similar eLearning program is offered, the registrant may request to access said eLearning program covering the same or lesser learning time (i.e. 1-hour, 2-hours, 8-hours) at no additional cost. No refunds for eLearning programs will be issued.
Digital Products
All digital products both purchased and free are provided to the end user for single use only. All digital items are licensed to a single purchaser/user only and may not be redistributed or used commercially without express written permission. All sales on digital products including without limitation manuals, books and guides are final. No refunds will be issued on digital products. If you have issues downloading a digital product please contact us right away.
Printed Products
All printed products both purchased and free are provided to the end user for single use only. All printed items are licensed to a single purchaser/user only and may not be redistributed or used commercially without express written permission. Sales on printed products including without limitation manuals, books and guides are final. No refunds will be issued on printed products. If you receive a printed product that is incomplete or damaged contact us within fourteen (14) days of receipt of product to request a replacement.
Shipping
Items available and in stock will be shipped within 5 business days of being ordered. If items are not in stock, customer will be given an estimated ship date.
Membership Consultations
VIP Membership provides up to one 15 minute consultation each month. New members may use future consultation time (up to 1 hour) immediately. Unused minutes accrue and may be used for future consultations. Accrual of consultation time is based upon use within a calendar year. Accrued time remaining after December 31st of each year will not longer be usable. Existing monthly members in good standing may use future consultation time (up to 1 hour) at the beginning of each calendar year. Members who are prepaid (annually or otherwise) may use future consultation time commensurate through the period for which they are paid.
Subscriptions (Legacy)
Silver, Gold, Platinum, and VIP Ultimate subscribers – consultation period is 12 months. The monthly subscription fee paid in the 13th month resets the consultation time for the subsequent 12 months. Paid consultation time blocks must be used within 12-months of purchase. Consultation time is calculated in 15-minute increments, and rounded to the end of the last 15-minute block used. If subscription is cancelled prior to 12-month period, consultation time will be prorated based upon the number of months paid. Additional consultation time may be purchased in 1-hour blocks. Non- subscribers – a’ la carte consultation time must be purchased in 2-hour blocks. Consultation time is calculated in 30-minute increments, and rounded to the end of the last 30-minute block used.
Recurring Payments
In order to avoid service disruptions due to payment failure, and to prevent manual re-entry of card information, our payment processor automatically checks for changes to card information stored with your recurring subscriptions and customer profiles, and updates the card information if available from the card issuer. This service helps avoid declines due to out-of-date card numbers or expiration dates, and prevents the need for you to manually re-enter card information.
Payment Plans
If you do not choose the full-pay option, you are agreeing to make all remaining payments in the payment plan you choose. Payment plans allow for installments payable over a fixed period of time as specified, and pursuant to the applicable terms and conditions set forth herein. Payment plans are offered as a convenience to purchasers of certain products. Tax Resolution Institute offers the option to pay over a fixed period of time as specified in each applicable project description. A processing/convenience fee is charged on payment plan purchases. Applicable fees are reflected in each payment option as set forth in each applicable product description. If purchaser does not agree with the above applicable fees, the full payment option should be chosen. Payment plan payments shall be processed monthly according to the time period intervals and amounts stated in the product description. Payment plans are currently being administered by Authorize.net, a Third-Party Processor. Payment processor is subject to change.
Trial Memberships
Customers who sign up for membership via a trial membership have access to full website content for the duration of the trial. If a Trial membership is cancelled or payment lapses, website permissions will be revoked. Customers cannot sign up for a trial membership more than once.
The Ultimate Professional’s System
100% money back guarantee – you may return this system to our office for a full refund within 30 days of purchase. All system contents must be returned in good condition and any item/s that were digitally downloaded must be deleted. Cost to ship items under this return policy are to be paid by purchaser.
Affiliate Program Terms & Conditions
By becoming an affiliate partner of The Tax Resolution Institute (“TRI”) you acknowledge that you have read the terms and conditions, understand, and agree with them.
Document Review
The document review process is designed to assist TRI VIP Members in verifying that the forms/documents they submit to us are correct in form and complete. At our discretion, we may offer limited guidance pertaining to information contained within the forms submitted to us. If we do so, we make no guarantee that the TRI VIP Member’s intended purpose of preparing and submitting the form to its intended recipient (i.e. the IRS) will be accomplished. On the document request page there is a list of forms for which we will most likely provide document review. If the form you would like reviewed is not specified on the list, you still have the opportunity to request that it be reviewed. We may at our sole discretion choose not to review forms either specified or not specified on the list. TRI VIP Members that pay on a monthly basis are entitled have up to 1 document reviewed for each 12 months paid. TRI VIP Members that prepay annually are entitled to have up to 2 documents reviewed within their prepaid period. Document review is not included for trial TRI VIP Members who are still within the unpaid trial period. If you have reached the limit as to the amount of documents to be reviewed within the prescribed period/s set forth above, contact us to inquire about upgrading your TRI VIP Membership or purchasing additional document review time.
Joining the Program
By becoming an affiliate you are bound by the terms of this agreement. Your participation in the program is solely for this purpose: to legally advertise our website to receive a commission on products purchased by your referred individuals.
Affiliate Responsibilities
It is understood that you will introduce TRI menu of services and products to your current and prospective customers and will comply with all laws as well those that govern email marketing and anti-spam laws. TRI reserves the right to accept or reject any prospective customers and will pay you a commission per customer referred using your affiliate code according to the designated payment schedule.
Either you or TRI may terminate the Affiliate relationship at any time. You are only eligible to earn Affiliate payments during your time as an approved Affiliate. TRI may change the program or service policies, benefits and operating procedures at any time.
Affiliate Relationship
This Affiliate relationship is one of independent contractors. TRI will not be liable for indirect, special, or consequential damages arising in connection with this program. Our aggregate liability arising with respect to this program will not exceed the total referral fees paid or payable to you. TRI makes no express or implied warranties or representations with respect to the program. In addition, TRI makes no representation that the operation of the service will be uninterrupted or error-free, and TRI will not be liable for the consequences of any interruptions or errors.
TRI is located in California and the program is governed by the laws of United States and the state of California.
Revocation of Affiliate Status
Your affiliate application and status in the program may be suspended or terminated for any of the following reasons:
- Inappropriate advertisements (false claims, misleading hyperlinks)
- Illegal spamming (mass email, mass newsgroup postings, etc.)
- Advertising on sites containing/promoting illegal activities
- Violation of intellectual property rights
- Inability to setup links or refer clients to TRI (lack of performance)
Affiliate Links
You may use graphic and text links both on your website and in emails. The site may also be advertised “offline” in classified ads, magazines, and newspapers. You may use the graphics and text provided to you by us, or you may create your own as long as they are deemed appropriate according to the conditions above.
Affiliate Tracking
When a web surfer clicks through your affiliate link, a cookie is set in their browser that contains your affiliate username. Also, their IP address is tracked in the database along with your affiliate name. When this person decides to buy a product, the script will look for this cookie and/or try to match their IP address to identify the affiliate who will be awarded the commission. Visitors sent through your affiliate link may make a purchase later in time and the commission will still be awarded if the cookie is present in their browser and/or they are using the same IP address as the one logged in the database.
Terms of the agreement
These terms will begin upon your signup with the affiliate program and will end when your affiliate account is terminated. The terms of this agreement may be modified by TRI at any time. If any modification to the terms is unacceptable to you, your only choice is to terminate your affiliate account. Your continuing participation in the program will constitute your acceptance of any change.
Liability
We will not be liable for indirect or accidental damages (loss of revenue, commissions) due to affiliate tracking failures, loss of database files, and any results of “intents of harm” to the program or our website. We do not make any expressed or implied warranties with respect to the affiliate program and/or products sold at this site. We make no claim that the operation of the affiliate program and our website will be error-free and we will not be liable for any interruptions or errors.
By becoming an affiliate, you acknowledge that you have read the terms and conditions, understand, and agree with them.
Receiving email correspondence
From time-to-time, recipient/s choose to opt out from receiving emails from The Tax Resolution Institute. In addition, there are times that someone that has previously opted out of receiving emails and subsequently purchases a product, enrolls in a course or completes other transactions with the Tax Resolution Institute. If this occurs, the person that previously opted out may be reinstated into the email distribution list to ensure delivery of important information including without limitation, course materials, continuing credit certificates, course reminders, and registration acknowledgements.
If you would like to unsubscribe from email communications you can click the unsubscribe link at the bottom of any of our promotional emails, or can you can reply to an email asking to unsubscribe. The unsubscribe link is usually immediate however we will ensure that an unsubscribe request is processed withing 10 business days.
CPE/CE/MCLE Credit
The Tax Resolution Institute offers CPE credit to CPAs and CE credit to EAs in all 50 states. The Tax Resolution Institute has been approved by CA and KS to offer MCLE credit to practicing attorneys. State reciprocity rules and non-MCLE requirement rules indicate that MCLE/CE credit may also be given in AK, AR, CO, CT, FL, HI, ME, MD, MA, MI, MT, NJ, NY, ND, OR, SD, WV and WI. Check with your State to confirm that credit may be given.
If a CPE/CE/MCLE regulatory body, including but not limited to the National Association of State Boards of Accountancy, the Board of Accountancy for individual states, the Internal Revenue Service, or state Bar Associations, contact the Tax Resolution Institute to confirm an individual’s reported completion of a course worthy of CPE/CE/MCLE, the Tax Resolution Institute will provide the regulatory body with a confirmation or denial of the course’s successful completion.
“A la carte” Consultation Pricing
Managing Partner $500 per hour
Tax Attorney $450 per hour
CPA/EA/Tax Resolution Specialist $425 per hour
- May be used in 6 minute blocks
- Must be purchased in 1 hour blocks
Last Updated 11/28/19