Terms and Conditions
Effective Date: September 18, 2025
These Terms and Conditions (“Terms”) govern participation in the Certified Maverick Tax Strategist™ Program offered by Tax Maverick. By enrolling, accessing program content, or using related services, you agree to abide by these Terms.
1. Acceptance of Terms
Enrollment is limited to individuals who are 18 years of age or older and have the legal capacity to enter into this Agreement. By enrolling, you represent and warrant that the information provided is accurate and complete.
You confirm that you have read, understood, and agreed to these Terms and Conditions and our Refund Policy.
2. Designation Disclosure
The designation Certified Maverick Tax Specialist is a private designation awarded through Maverick Tax Advisors’ proprietary training and education program. It is not issued or recognized by the Internal Revenue Service (IRS) or the U.S. Department of the Treasury and does not confer any federal authority or credential.
For individuals who are Enrolled Agents (EAs): The only federally granted credential is the EA designation. Use of any additional designation that includes the word Certified must be clearly disclosed as private and not IRS-recognized.
For individuals who are not Enrolled Agents: The designation still represents a private training program and should not be construed as a government certification.
This disclosure is made in compliance with IRS Circular 230, which prohibits false or misleading statements regarding professional qualifications.
3. Certification Term & Expiration
Certification is valid for twelve (12) months from the official program start date (October 20, 2025), regardless of individual participation date. All certifications, including promotional add-ons such as BOGO team enrollments, expire on October 19, 2026.
4. Renewal & Auto-Renewal
To maintain your Certified Maverick Tax Strategist status, renewal is required. Certification will automatically renew for an additional 12-month term, and the applicable renewal fee will be charged to your payment method on file. Renewals require successful completion of updated certification exams that may include newly introduced strategies.
5. Payment Terms
Payment in full is required upon enrollment, unless otherwise agreed in writing. By enrolling, you authorize Tax Maverick to charge your designated payment method for the agreed-upon amount. No additional fees will be charged without your prior written consent.
6. Confidentiality
All program strategies, templates, frameworks, and content are proprietary and confidential. By enrolling, you agree not to share, reproduce, sell, or represent any program materials as your own. This confidentiality obligation continues even after your certification term ends.
7. Refund Policy
A. 72-Hour Refund Window
You may cancel and request a full refund within 72 hours of payment, provided that no services have been rendered. Approved refunds will be processed within 30 days from the date of approval.
Services are considered rendered once access is granted to any digital content, training materials, or membership platforms.
B. Refund Request Process
Submission: All refund requests must be submitted in writing to [email protected]
Review: Requests will be reviewed within 14 days of submission.
For additional details and examples, please see the Refund FAQ on this page.
8. Intellectual Property
All program content—including videos, slide decks, templates, workbooks, and branding—remains the exclusive property of Tax Maverick. You are granted a limited, non-transferable license to use these materials solely for your own professional development or internal business use.
9. Indemnification
You agree to indemnify and hold harmless Tax Maverick, its affiliates, team members, and licensors from any claims, damages, losses, or legal actions resulting from your misuse of program content, violation of these Terms, or any act of gross negligence.
10. Dispute Resolution