Terms of Service

Last updated: 2025

1. Acceptance of Terms

By accessing or using the services provided by TaxoryPath under taxorypath.com, you agree to be bound by these Terms of Service.

2. Services Overview

TaxoryPath offers a strategic path for tax optimization through the following:

• Professional planning and support services
• Digital educational materials and courses
• Branded goods and merchandise

3. Purchase, Fees and Access

All requests for services, courses or goods require completion of a request form via Contact Support. Fees must be paid in full prior to access or delivery. All fees are final unless otherwise stated in Section 4.

4. Refund and Rescheduling Policy

We strive to ensure satisfaction. The following guidelines apply:

4.1 Professional Services

If you cancel a booked planning session at least 7 calendar days before the start date, you will receive a full credit toward a future session. If you cancel within 7 days, no credit or refund is available due to preparation commitments. To reschedule, please notify us at least 3 days in advance. The allocation of time and resources in preparation justifies the non-refundable clause for late cancellations.

4.2 Digital Educational Materials

Requests for digital course access are eligible for a refund within 14 calendar days from the date of purchase, provided that no more than 20% of the course content has been accessed. To initiate a refund, please contact us and allow up to 10 business days for processing to the original payment method. After the refund is issued, access to the content will be revoked.

4.3 Branded Merchandise

Merchandise purchased from TaxoryPath may be returned within 30 days of delivery. Items must be in original condition and packaging. To return an item, contact us for a return authorization. Once received and inspected, refunds will be issued via the original payment method within 7 business days. Return shipping costs are the responsibility of the purchaser unless the item is defective or incorrect.

5. Modifications to These Terms

TaxoryPath reserves the right to modify these terms at any time by posting updated terms on taxorypath.com. Continued use after changes constitutes acceptance.

6. Contact Information

TaxoryPath
290 Bremner Blvd, Toronto, ON M5V 3L9, Canada
Business ID: 783827808
Phone: +14162059720