Terms of Sale

Effective October 1, 2026. Applies to all training, toolkits, webinars, annual updates and services sold by Ascent Tax Strategies LLC.

Optional, Separately Purchased Service

Tracker Completeness Check

The Tracker Completeness Check is an optional, separately purchased service. These additional terms apply to it.

What it is: A review of your completed Excel tracker to confirm that required fields are filled in and the tabs tie out, with a short list of items to fix.

What it is not: It is not an audit, review, or attestation of your records, an eligibility determination, or tax advice, and it does not create a practitioner-client relationship.

Terms 2 through 4 and 11 above apply.

Turnaround: 5 business days after we receive your complete file; 2 business days with the rush add-on.

Fee: $250; $195 for Preparer Edition license holders; rush add-on $100.

How to send your file: Use the secure upload link provided after purchase.

Do not email the tracker.

File retention: Uploaded files are deleted 90 days after we return the check.

By purchasing, downloading, or using the Materials, you agree to these terms.

© 2026 Ascent Tax Strategies LLC. All rights reserved. The Materials may not be copied, forwarded, or distributed without written permission.

Important Information About This Training and Toolkit

Please read these terms before you buy. They cover what you are purchasing, how you may use it, our fees and sales tax, and our no-refund policy. By purchasing, downloading, or using the Materials, you agree to these terms.