This policy applies to the Keep More GCI tax planning program (the "Program"): the Annual plan ($5,000 billed once per year) and the 6-Month plan ($3,000 billed automatically every 6 months). It forms part of our Terms of Service, which you accept at checkout.
1. What you are buying
The Program is a professional advisory service. It includes a personalized tax plan built around your commission income, entity setup guidance, implementation support, quarterly strategy reviews, and year-round access to your tax advisor by email, chat, and scheduled calls. Tax return preparation is not included.
Work begins immediately after payment. The service is considered delivered as each component is provided, including the onboarding call, delivery of your written tax plan, strategy reviews, and advisor communications. We keep records of each of these.
2. The $5,000 Found Guarantee
If we do not identify at least $5,000 in potential tax savings in your written tax plan, you may request a full refund of the fees paid for the current billing period. To qualify you must:
- Attend your onboarding call and provide the requested income and expense information within 30 days of enrollment.
- Request the refund in writing at support@keepmoregci.com within 7 days after your written tax plan is delivered.
"Potential tax savings" means estimated legal tax reductions identified in your plan across federal and state income and self-employment taxes, including strategies that can be applied to the current year or to amended returns for up to 3 prior years. It does not require that you implement every strategy or that a specific refund be issued by a tax authority.
3. Coverage periods and renewal dates
The Annual plan covers one tax year, January 1 to December 31, and renews January 1. If you enroll January 1 through September 30, your plan covers that tax year. If you enroll October 1 or later, your plan covers the rest of that year plus all of the next tax year, and first renews January 1 of the year after that.
The 6-Month plan covers a calendar half (January 1 to June 30, or July 1 to December 31) and renews January 1 and July 1. If you enroll in the last two months of a half (May, June, November, or December), your first payment also covers the full next half. Your exact coverage end and first renewal date are shown at checkout and on your receipt.
4. Cancellation
You may cancel future renewals at any time by emailing support@keepmoregci.com. Cancellation stops the next scheduled charge and takes effect at the end of your current paid period. You keep access through that period.
Apart from the Guarantee above, fees for a billing period that has started are non-refundable, because advisory work and advisor time are reserved for you from the start of each period. To avoid a renewal charge, cancel at least 3 business days before your renewal date.
5. Reminders and receipts
You receive an emailed receipt for every charge. We aim to send an Annual plan renewal reminder at least 7 days before renewal.
6. Contact us before disputing a charge
If you have any concern about a charge, please email support@keepmoregci.com first. We respond within 2 business days and will work with you to resolve it, including processing any refund you are entitled to under this policy. Charges appear on your statement under the Keep More GCI name.
7. Your legal rights
Nothing in this policy limits any refund or consumer right you have under applicable law.