FAQ
Questions owners ask
Plain answers. Education, not advice: take your own situation to your CPA.
Is this tax advice? +
No. It's education. You'll learn how Sam thinks about returns and planning so you can have better conversations with your own CPA. Your CPA makes the call on your situation.
Do I need to switch CPAs? +
No. The course is built to help you get more from the CPA you already have. If you decide you need a different fit, the vetted directory can help.
What's the difference between self-paced and live? +
Self-paced gives you the lessons, worksheets and quizzes on your schedule. Live adds eight weekly sessions with Sam, weekly Q&A and replays you can watch at half speed.
Can I get a refund? +
Yes, within the refund window in our Refund & Cancellation Policy. [DECIDE: refund window]
Can Sam be my CPA? +
No. Sam isn't taking new clients. The course exists so you can get the most from the CPA you have.