Terms & Guarantees

[1] Premium Tax Reduction Guarantee for High-Income Professionals

Through a strategic collaboration between Americas Retirement Planning Partners LLC, Barr Advanced Tax Solutions Tr (“Barr ATS”), and Sabur Private Wealth Management, an independent Registered Investment Advisor (RIA) and multi-family office, we guarantee to identify at least $10,000 in additional tax reduction opportunities beyond the savings already identified by your current CPA, EA, or tax attorney.

If this minimum threshold is not achieved, Barr Advanced Tax Solutions Tr will professionally prepare your individual federal tax returns at no charge for the next three (3) years, subject to the terms below (estimated value up to $12,500).

Income Qualification Requirements

Clients must have a minimum annual income of $500,000 or more, derived from one or more of the following sources:

W-2 employment income
1099 independent contractor income
K-1 partnership or S-Corporation distributions
Any combination of the above income sources

Eligibility Requirements

To qualify for the Premium Tax Reduction Guarantee, clients must:

Submit all required financial and tax questionnaires provided by Barr Advanced Tax Solutions Tr
Provide the most recent two (2) years of personal and business tax returns
Complete joint tax and strategy sessions with advisors from Barr ATS and Sabur Private Wealth Management
Provide all requested documentation within fourteen (14) days
Attend all scheduled tax planning and strategy meetings
Provide complete prior-year returns and current advisory documentation
Verify income through official and reliable documentation
Be a U.S. citizen or lawful permanent resident with valid documentation

Free Tax Preparation Coverage (If Guarantee Is Triggered)

If the guarantee conditions are met and savings are not identified as described above, the following services will be provided by Barr Advanced Tax Solutions Tr:

Annual individual federal tax return preparation, including applicable schedules
Quarterly tax planning sessions
Year-end tax review

Service value: up to $7,500 per year
Total guarantee value: up to $22,500

Fee Structure

Sabur Private Wealth Management
- Fee: 33% of actual tax savings achieved through advanced tax planning strategies
- Website: www.SaburPWM.com
Barr Advanced Tax Solutions Tr
- Fees assessed per published fee schedule
- Website: www.BarrMyTaxes.com

Important Fee Disclosures:

Fees are separate, independent, and billed by each firm
Fees apply only when $10,000 or more in additional tax savings are identified
No performance-based fees are charged by Americas Retirement Planning Partners LLC

[2] Professional Service Delivery

Americas Retirement Planning Partners LLC, an independent Registered Investment Advisory firm registered with the Texas and New Jersey securities departments, collaborates with Barr Advanced Tax Solutions Tr and operates in coordination with Sabur Private Wealth Management to facilitate comprehensive tax planning and retirement-focused strategies.

All tax, accounting, and advisory services are provided exclusively by appropriately licensed professionals within their respective scopes of practice.

Account executives, client service representatives, and relationship managers are not licensed tax or investment professionals and do not provide tax, legal, or investment advice. Their role is limited to service coordination and education.

Legal Disclaimers

This joint service offering requires separate agreements with each participating firm
Each firm maintains independent professional responsibility and liability
Guarantee eligibility requires full compliance with the terms of all participating firms
Tax savings calculations must be verified by licensed professionals of Barr ATS and Sabur Private Wealth Management
Results vary based on individual facts and circumstances
Void where prohibited by law
Tax preparation services provided under this guarantee maintain full professional and regulatory standards
Guarantee applies only to standard individual tax preparation services
Additional or complex services are billed separately

Advisory Notice

All information provided through this program is educational in nature only. Neither Americas Retirement Planning Partners LLC, Barr Advanced Tax Solutions Tr, nor Sabur Private Wealth Management provides legal advice.

Clients should consult with qualified legal, tax, and financial professionals familiar with their individual circumstances before implementing any strategy. Past performance does not guarantee future results.

Service Terms

Offer valid through December 31, 2024
All claims must be submitted to info@BarrMyTaxes.com
Required documentation must be current, complete, and verifiable
Each firm reserves the right to decline service at its sole discretion
Guarantee is void if any information provided is materially false or misleading
Tax preparation guarantee is non-transferable and has no cash value
Highly complex returns may incur additional fees not covered by the guarantee
Income must be verifiable through official documentation
Business entity tax returns are not included in the guarantee coverage