Guarantee Terms

1. The promise

Your review pays for itself, or it's free. If your Tax Savings Review does not identify at least the price you paid for the review in tax savings, you may choose either a full cash refund of the review fee or a credit equal to the review fee toward your next Doughy service.

2. What counts as savings

Savings means the estimated reduction in your federal and state income tax, or other tax, that your advisor identifies in the written review as available to you through lawful strategies, based on the return and information you provided. Savings may apply to the current tax year, a future tax year, or, where a strategy allows, a prior year. The savings figure in your written review is the figure used for this guarantee.

3. How to claim

• Email hello@getdoughy.com within 30 days after the date your written review is delivered to you.
• Tell us whether you want a cash refund or a credit. If you do not choose, we will issue a cash refund.
• We will confirm your claim and issue the refund to your original payment method, or apply the credit to your account, within 14 days of confirming eligibility. [NEEDS INPUT: confirm the 14-day processing window.]

4. Limits

• The remedy is strictly limited to the price you paid for the review. No other amounts, costs, or damages are covered.
• One claim per review.
• Credits have no cash value, cannot be transferred, and must be used within 12 months. [NEEDS INPUT: confirm the credit expiration and whether credit is dollar-for-dollar or sweetened.]

5. Your information must be accurate

This guarantee depends on the facts you gave us being materially accurate. The material facts about your situation, as you presented them in the calculator and in the intake process and as stored in your account, must match what your tax return and records actually show. If they are materially different, you are not eligible for a refund or credit under this guarantee.

Example: if you told us in the calculator or intake that your household income is about $200,000 a year, and the tax return you then submit shows income of $30,000, your situation is materially different from what you represented, and the guarantee does not apply. We may still perform the review for you, but we cannot guarantee any savings in that case.

Doughy decides in good faith whether a difference is material, based on whether it changes the strategies available to you or the savings they could produce.

6. Cash is always available

Where this guarantee applies, a full cash refund is always available at your request. Credit is an option you may choose instead; it is never the only remedy.

7. Site copy that refers to this guarantee

For consistency, the Site uses the locked short forms "Pays for itself, or it's free." and "Your review pays for itself, or it's free. Your choice of cash back or credit toward your next service." Every savings figure on the Site carries: "Individual results vary based on your specific tax situation."