Joint Tax Planning Services – Terms & Guarantees
[1] Premium Tax Reduction Guarantee for High-Income Professionals:
Through our strategic partnership with Sabur Private Wealth Management, an independent Registered Investment Advisor and a Multi family office, we guarantee to identify at least $10,000 in additional tax reduction opportunities beyond savings already identified by your current CPA,EA, Tax attorney etc, or BARR Advanced Tax Solutions will professionally prepare your tax returns FREE OF CHARGE for the next three years (valued up to a minimum of $12,500).
Income Qualification Requirements:
– Minimum annual income of $500,000+ from:
* W-2 employment earnings
* 1099 independent contractor income
* K-1 partnership/S-Corporation distributions
* Or any combination of the above income sources
Eligibility Requirements:
– Submit comprehensive financial and tax questionnaires provided by BARR advanced tax solutions and provide last 2 years of personal and business tax returns
– Complete joint strategy sessions with both BARR and Sabur Private Wealth Management advisors
– Provide all requested documentation within 14 days
– Attend all scheduled tax planning and strategy sessions
– Provide complete prior year tax returns and current tax advisory documentation
– Income verification required through official documentation
– Must be a U.S. citizen or permanent resident alien with valid documentation
Free Tax Preparation Coverage:
– Annual individual tax returns including all schedules
– Quarterly tax planning sessions
– Year-end tax review
– Service value up to $7,500 per year ($22,500 total guarantee value)
Fee Structure:
– Sabur Private Wealth Management: 33% of actual tax savings achieved via advanced tax planning. www.Saburpwm.com
– BARR Advanced Tax Solutions: Per published fee schedule at www.barrmytaxes.com
– Fees are independent and separate from each other
– Fees assessed only when $10,000+ in additional savings identified
[2] Professional Service Delivery:
ARPP LLC, an independent Registered Investment Advisory firm registered with Texas and New Jersey securities departments, doing business as “Sabur Private Wealth Management,” collaborates with BARR Advanced Tax Solutions to deliver comprehensive tax planning services. All professional services are fulfilled by appropriately licensed service providers.
Account executives, customer relationship management, and other personnel are not licensed service providers. Such personnel may assist in providing a description of products and services offered and may arrange for specific advice to be provided through consultation with appropriately licensed individuals.
Legal Disclaimers:
- This joint service offering requires separate agreements with both firms
- Each firm maintains independent liability and professional obligations
- Guarantee validity requires compliance with both firms’ terms and conditions
- Tax savings calculations must be verified by both firms’ licensed professionals
- Results may vary based on individual circumstances
- Void where prohibited by law
- Tax preparation services under guarantee maintain full professional standards
- Guarantee applies only to standard tax preparation services; additional services billed separately
Advisory Notice:
The information provided is educational only. Neither firm provides legal advice. Individual financial situations vary; all strategies should be reviewed by appropriate legal and financial professionals familiar with your specific circumstances before implementation. Past performance does not guarantee future results.
Service Terms:
– Offer valid through December 31, 2024
– All claims must be submitted to [email protected]
– Required documentation must be current and verifiable
– Both firms reserve the right to decline service to any client
– Guarantee void if any information provided is materially incorrect or misleading
– Tax preparation guarantee non-transferable and non-redeemable for cash value
– Complex returns may require additional fees not covered by guarantee
– Income must be verifiable through official documentation
– Business entity returns not included in guarantee coverage
© 2024, 2025 BARR Advanced Tax Solutions & Sabur Private Wealth Management. All rights reserved.