Terms of Service
Effective Date: August 5, 2025

These Terms of Service (“Terms”) govern your use of services provided by Rise FP&A™ Business Trust (“Rise FP&A,” “we,” “us,” “our”). By engaging our services, including Tax Overpayment Recovery, you agree to these Terms.

1. Services Provided

We offer financial consulting, budgeting strategies, and tax overpayment recovery services. We are NOT tax attorneys, CPAs, or enrolled agents. Information provided is for educational and strategic consulting purposes only.

2. Fees and Payment Terms

Rise FP&A™ Business Trust offers multiple service options with the following pricing structure:

Tax Overpayment Recovery:

• 20% of recovered funds

• Flat fee of $1,250 if no recovery is achieved

• $75/hour for reviewing or completing filings that were partially self-prepared

Standard Financial Consulting Services:

• Hourly Consulting: $250/hour for strategic financial analysis, planning, and advisory

• Project-Based Engagements: Quoted based on project scope and time commitment

• Time-Bound Engagements: Fixed-fee arrangements as defined in the service proposal

Invoices are due upon receipt. Late payments may be subject to additional fees. Any additional services requested outside the agreed-upon scope will be billed separately.

3. Client Responsibilities

Clients must:

• Provide accurate and complete documentation

• Mail filings via certified mail with tracking

• Notify Rise FP&A™ of IRS correspondence within 3 days

4. Confidentiality

All information shared is treated as confidential. We maintain safeguards consistent with IRS Publication 4557.

5. Limitation of Liability

We do not guarantee any specific outcome. IRS decisions and delays are outside our control. By engaging our services, you agree to hold Rise FP&A™ harmless for IRS determinations.

6. Governing Law

These Terms shall be governed by the laws of the State of South Carolina.

7. Contact

For questions about these Terms, contact:
Email: [email protected]
Phone: (954) 477-9778