Taylored Tax LLC, a Wyoming limited liability company, 5900 Balcones Drive, STE 100, Austin, Texas 78731, terrence@tayloredtax.ai. If our company name changes to Taylored WealthCare LLC, these terms and your credit carry over unchanged.
A short intake, one working session (about 60 minutes, by Zoom) with Terrence O. Taylor, EA, and Al Darnell, Jr. (BiG Al), EA, and a written map of which of the Seven Levers fit your facts, which don't, which need more facts, and the tax code section behind each. We send the map within 10 business days after the session. Before we start your intake, we'll ask you to e-sign a short engagement letter. If you don't want to sign, we refund you in full.
$2,500, paid when you book. That is the whole price; there are no other costs for the Audit, and no sales tax is added. Full refund if you cancel at least 48 hours before your session. If your session hasn't happened yet, you can also cancel for a full refund within 3 business days of paying. One free reschedule with at least 24 hours' notice. If we cancel, full refund or a new time, your choice. If you miss the session without notice, we offer one new time within 30 days; after that the fee is not refunded. Once the session is held, the fee is earned. Refunds never depend on your tax results or on any IRS action. If we don’t send your written map within 30 days after your session, you can ask for a full refund. Refunds go to your card within 5 business days of your request.
If you sign an engagement with us within 90 days after your session, we take the full $2,500 off the first fees due under that engagement. If those fees are less than $2,500, the credit covers them and the rest lapses. The credit has no cash value, can't be transferred, and never applies to insurance premiums, insurance products, or anything bought through GameChanger or any insurance company. A signed Custom Tax Strategy Report counts as an engagement for this credit. The Custom Tax Strategy Report fee is $5,000 if you sign its engagement letter by December 31, 2026, or if you pay for your Audit by December 31, 2026, the Audit isn't refunded, and you sign within 90 days after your session; otherwise it's $7,500 (deadlines end at 11:59 p.m. Central, and any Audit credit you've earned comes off the fee).
US citizens and permanent residents. If you aren't eligible, or your intake shows the Audit won't help you, we refund you in full before the session.
We don't promise a savings figure. What you can save depends on your income, your state, your timing and the moves you choose to make. We don't prepare or file returns, practice law, draft legal documents, or give investment advice. Your CPA files; your attorney drafts; your investment adviser invests.
Give us complete and accurate facts. Our advice rests on what you tell us; tell us if anything changes.
Send documents only through the secure link we give you, never by plain email and never in the booking form. Ask and we return your records promptly. See our Privacy Policy and the client privacy notice we send with your engagement letter.
Terrence is a licensed insurance producer in 27 states and the District of Columbia and is paid a commission if a policy is placed. The Audit explains how the tax code treats insurance. Any insurance recommendation is separate, comes with its own written disclosure, and you are never required to buy anything.
To the extent Texas law allows, our total liability for the Audit is limited to the fee you paid.
Texas law. Courts in Travis County, Texas.
We keep a copy of our advertising and fee information as federal practice rules require.