BBuild Wealth Save Taxes
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The Savings Guarantee

Save more than you pay —
or we refund the difference.

You shouldn't have to take that on faith, so here's exactly how it works.

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Two guarantees, stacked

You're covered twice.

A 7-day full refund while you get your reports, then the Savings Guarantee — save more than you pay, or we refund the difference.

Guarantee 1 · Days 1–7

Full refund, any reason.

Your first week delivers your two reports — your Profile Report and your Tax & Wealth Gap Report. Real numbers, computed from your answers, showing you exactly what's on the table. If what they show you isn't worth staying for, one email inside your first 7 days gets you a full refund. No calls, no hoops.

Guarantee 2 · After that

Do the work, and the outcome is guaranteed.

Build your plan. Work with your advisor. Implement what your plan lays out. Then, when you file the return for your first full tax year as a member, put what you saved next to everything you've paid us — the membership, the program fee, all of it. If your savings don't clear the total, we refund the difference. Not a coupon, not a credit. The difference.

The work is the path to the savings
  1. 1Build your plan
  2. 2Work with your advisor
  3. 3Implement what it lays out
Joining Oct 1 or later

One timing rule, in your favor.

Join on or after October 1, and your guarantee measures against nextyear's return. A few weeks isn't enough runway to implement a real plan, and we don't pretend it is.

Your savings ledger

Why we can make this promise.

Your plan doesn't guess. Build Wealth Save Taxes computes your savings before you implement — real tax math on your real numbers — and your savings ledger records what you actually saved as you go. When it's time to settle, we're both looking at the same number. And if you saved in ways the software never recorded, your tax return still counts — show us, and we verify.

Is it for you?

Who the guarantee is built for.

It's for you if…

  • You own a business or invest in real estate, you're past the startup stage, and you have a real tax bill.
  • You're ready to build your plan, work with your advisor, and implement year 1.
  • You'd rather see your real numbers before you commit — that's what the first 7 days are for.

It's not for you if…

  • You're pre-revenue, or you file your own taxes and plan to keep it that way.
  • You want a course to watch, not a plan to implement.
  • You want the outcome without the follow-through. The guarantee is built around doing the work.
Questions

The guarantee, question by question.

What does the Savings Guarantee actually promise?

Two things. First, a full refund for any reason in your first 7 days — the week your Profile Report and Tax & Wealth Gap Report land. Second, an outcome: build your plan, work with your advisor, implement what it lays out, and your tax savings will beat everything you've paid us by the time your first full tax year's return is filed — or we refund the difference.

What counts as “doing the work”?

Three things, all visible in your tracker: build and submit your plan, engage your advisor on it, and see every year-1 strategy through — implemented, or expressly set aside with your advisor. A strategy your advisor rules out doesn't count against you.

How do you measure my savings?

Your savings ledger — every implemented strategy records what it saved, computed from your actual income, entity, and state. And the ledger isn't the ceiling: if you implemented things the software never recorded, your filed return counts too. We verify, we don't interrogate.

When and how do I claim?

Any time after you file the return for your measured year: send us a message and a copy of that return. We check your records in the software, verify against the return, and settle. If the numbers come up short, we refund the difference between what you paid and what you saved.

What if I join late in the year?

Join on or after October 1 and your measured year is the nexttax year. That's deliberate — we guarantee outcomes, and outcomes need runway.

What if I only implement some of my plan?

The guarantee asks you to see year-1 through — that's the “do the work” part. What we see in practice: one implemented strategy usually covers everything you've paid on its own. The guarantee exists for the rare case where it doesn't.

Full terms are being finalized and will be posted here soon.

We carry the risk, not you.

The only way this doesn't pay for itself is if you don't do the work — and even then, your first 7 days are fully refundable.