Effective as of: July 1st, 2023

“Tax Coaching Services” are performed at times mutually agreed upon by You and the designated Wave Tax coaching specialist within a specified time period after payment for such service. After entering an Order for Tax Coaching Services, Wave will email Tax Coaching Services Subscribers with instructions on scheduling Tax coaching sessions.

Wave reserves the right to reduce the total number of minutes of live Tax coaching available to Tax Coaching Services Subscribers by the number of minutes that the Tax Coaching Services Subscriber is late to any live Tax coaching session. Wave reserves the right to charge Tax Coaching Services Subscribers a rebooking fee of $99 if any live Tax coaching session is canceled by you less than two hours in advance of the scheduled Tax coaching session or for failure to attend the scheduled session.

Tax Coaching Services Subscribers agree to pay a one-time fee in advance for an Order of Tax Coaching Services. Tax Coaching Services include (see below for pricing and other details):

• Initial client set-up, scheduling, and reserving the availability of a Wave specialist;
• 60 minutes of live Tax coaching via virtual video conference (or telephone by request);
• 30 days of email access to the designated Wave Tax specialist regarding the topics discussed during your live Tax coaching session
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Tax Coaching Cancellation and Refund Terms

Subscribers may cancel Tax Coaching Services within 60 days after payment or at least 12 hours before the scheduled session for a full refund (less the value of any Services received prior to cancellation). No refunds are available for cancellation after the above-referenced time periods. To cancel Tax Coaching Services, Subscriber must provide notice to Wave via email at waveadvisors@waveapps.com.
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Scope

Our Tax coaching specialists do not provide legal and financial advice, and the information provided during the Tax coaching sessions and subsequent email support do not constitute legal Tax opinion. Our Tax coaching specialists do not prepare or assist you in completing Tax forms or Tax returns.  Unless specifically stated during the session or subsequently by email, the U.S. income Tax advice discussed are based on current U.S. federal income Tax law including judicial and administrative interpretation at the time of the coaching session. Should the facts provided to us be incorrect or incomplete or should the law or its interpretation change, our advice may be inappropriate. We are not responsible for updating our advice for changes in law or interpretation after the date of the session.
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Limitation of Liability

In case of any liability including fines, Taxes, penalties and interest that arise as a result of advice provided by us, under no circumstance shall the total liability payable to all parties involved in aggregate exceed the fees paid by You to Wave Financial Inc. or its related companies.
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