Legal
Terms of Service
Last Updated: June 1, 2026 · Effective Date: June 1, 2026
Contents
- Acceptance of Terms
- Description of Services
- Eligibility
- Not Legal or Tax Advice
- No Guarantee of Results
- Client Engagement
- Fees and Payment
- Confidentiality
- Intellectual Property
- Prohibited Conduct
- Third-Party Services
- Disclaimer of Warranties
- Limitation of Liability
- Indemnification
- Termination
- Governing Law
- Dispute Resolution
- Changes to Terms
- Contact Us
Acceptance of Terms
These Terms of Service (“Terms”) constitute a legally binding agreement between you and Kept Capital Strategies (“Company,” “we,” “us,” or “our”) governing your access to and use of the website located at keptcapitalstrategies.com (the “Site”) and any services we provide.
By accessing or using our Site, submitting an application, scheduling a call, or engaging our services in any capacity, you agree to be bound by these Terms. If you do not agree to these Terms, you must not access or use our Site or services.
Description of Services
- Comprehensive review and analysis of client tax situations and income structures
- Identification and presentation of advanced, IRS-aligned tax mitigation strategies
- Review of prior-year tax returns to identify potential overpayments and recovery opportunities
- Implementation support and coordination with clients' existing CPAs and advisory teams
- Ongoing access to planning frameworks and strategies developed during the engagement
Eligibility
- Are at least 18 years of age
- Have annual income of $300,000 or more from any combination of W-2, business, investment, or capital gains sources
- Have a minimum of $50,000 in liquid capital available to invest in recommended strategies
- Are United States taxpayers subject to federal income tax obligations
- Are engaging our services for lawful purposes consistent with these Terms
- To comply with applicable legal and regulatory obligations
- To protect against fraud, unauthorized access, or other harmful activity
Not Legal, Tax, or Financial Advice
We do not sell, rent, or trade your personal information to any third party. We may share your information in the following limited circumstances:
The information provided on this Site and through our consulting services is for educational and informational purposes only. Nothing on this Site or communicated by our team constitutes legal advice, tax advice, financial advice, or investment advice, and no attorney-client, accountant-client, or fiduciary relationship is created by your use of this Site or engagement of our services.
Tax laws are complex and subject to change. The applicability of any tax strategy depends on the specific facts and circumstances of each individual’s situation. You should always consult with your own qualified legal, tax, and financial advisors before implementing any strategy discussed or recommended by us.
We do not represent or warrant that any strategy we present will be suitable for your particular situation or will produce any specific result. Individual results vary based on income type, amount, timing, and a range of personal financial factors.
No Guarantee of Results
While we have produced meaningful results for clients across a range of income situations, we make no guarantee, warranty, or representation that any particular outcome will be achieved through our services. Statements on our Site regarding average client results, typical recovery amounts, or potential tax reductions are illustrative of past results and are not a promise or guarantee of future performance.
Tax mitigation outcomes depend on factors including but not limited to:
- The type, source, and amount of your income in the relevant tax year
- Your eligibility for specific strategies based on your individual tax situation
- Changes in applicable tax law, IRS guidance, or regulatory interpretation
- Timely and accurate provision of required documentation and information by the client
- Actions taken or not taken by your existing CPA, tax preparer, or other advisors
Client Engagement
The formal client engagement process begins upon execution of a separate written engagement agreement, which will govern the specific terms, scope, fees, and obligations of your engagement with us. These Terms of Service govern your use of the Site and any pre-engagement communications and apply in addition to any engagement agreement.
During any discovery call or pre-engagement consultation, no advisory relationship is formed and no reliance should be placed on any information discussed as a substitute for formal engagement and written strategy documentation.
You agree to provide accurate, complete, and current information in connection with any application or engagement. Providing false or misleading information may result in immediate termination of your engagement without refund of any fees paid.
Fees and Payment
Our fee structure is performance-based, meaning fees are tied to results produced on your behalf. The specific terms of our compensation, including the basis for fees, timing of payment, and any applicable thresholds, will be set forth in your written engagement agreement.
You acknowledge that our fee structure is agreed upon prior to engagement and that fees become due upon the achievement of the agreed triggering conditions, regardless of subsequent changes to your financial situation or tax position.
All fees are exclusive of any applicable taxes unless otherwise stated. You are responsible for any taxes imposed on fees paid to us.
In the event of a dispute regarding fees, you agree to first attempt resolution through direct communication with our team before initiating any formal dispute process.
Confidentiality
We treat all information you provide to us as strictly confidential. We will not disclose your personal or financial information to any third party except as necessary to deliver our services, as required by law, or as described in our Privacy Policy.
In connection with your engagement, you may receive access to proprietary information about our strategies, methodologies, processes, and fulfillment relationships. You agree to maintain the confidentiality of such information and not to disclose it to any third party without our prior written consent.
The confidentiality obligations in this section survive the termination of your engagement or these Terms.
Intellectual Property
All content on this Site, including but not limited to text, graphics, logos, images, design elements, and the overall presentation and arrangement of content, is the property of Kept Capital Strategies or its licensors and is protected by applicable intellectual property laws.
You may access and view our Site for personal, non-commercial purposes. You may not copy, reproduce, distribute, modify, create derivative works from, publicly display, or commercially exploit any content from this Site without our prior written permission.
Nothing in these Terms grants you any license or right to use any trademark, trade name, or logo of Kept Capital Strategies without our express prior written consent.
Prohibited Conduct
- Providing false, inaccurate, or misleading information in any application, communication, or engagement
- Attempting to circumvent or interfere with the security or functionality of our Site
- Using our Site or services for any unlawful purpose or in violation of any applicable law or regulation
- Reverse engineering, scraping, or extracting data from our Site by automated means
- Sharing login credentials, application information, or engagement materials with unauthorized third parties
- Disparaging, defaming, or making false statements about Kept Capital Strategies, its team, or its partners
- Attempting to solicit our fulfillment partners, advisors, or staff directly without our consent
Third-Party Services and Partners
We work with qualified third-party tax planning and advisory firms in the delivery of our services. While we carefully vet our fulfillment partners, we are not responsible for the actions, omissions, errors, or representations of any third-party service provider.
Our Site may contain links to third-party websites. We do not endorse, control, or assume responsibility for any content, products, or services offered by third parties. Your use of any third-party site is at your own risk and subject to their terms and policies.
Disclaimer of Warranties
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, OUR SITE AND SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.
We do not warrant that our Site will be uninterrupted, error-free, secure, or free of viruses or other harmful components. We do not warrant that any information on our Site is accurate, complete, current, or reliable.
Limitation of Liability
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, KEPT CAPITAL STRATEGIES, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND PARTNERS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF OUR SITE OR SERVICES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
IN NO EVENT SHALL OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR YOUR USE OF OUR SERVICES EXCEED THE TOTAL AMOUNT OF FEES ACTUALLY PAID BY YOU TO US IN THE TWELVE MONTHS PRECEDING THE CLAIM.
Some jurisdictions do not allow the exclusion or limitation of certain damages. In such jurisdictions, our liability shall be limited to the greatest extent permitted by applicable law.
Indemnification
- Your use of our Site or services
- Your violation of these Terms
- Your provision of false, inaccurate, or misleading information
- Your violation of any applicable law or the rights of any third party
- Any tax position you take or action you implement based on our services
- Disparaging, defaming, or making false statements about Kept Capital Strategies, its team, or its partners
- Attempting to solicit our fulfillment partners, advisors, or staff directly without our consent
Termination
We reserve the right to suspend or terminate your access to our Site or services at any time, with or without notice, for any reason, including but not limited to your violation of these Terms or our reasonable belief that your engagement is not in the best interest of either party.
Upon termination of your engagement, your right to access any proprietary materials, strategies, or platform resources provided by us will cease. Provisions of these Terms that by their nature should survive termination — including confidentiality, intellectual property, disclaimer of warranties, limitation of liability, and indemnification — shall survive.
Governing Law
Dispute Resolution
Informal Resolution
Binding Arbitration
Exceptions
Changes to These Terms
We reserve the right to modify these Terms at any time. When we make material changes, we will update the “Last Updated” date at the top of this page. Your continued use of our Site or services following the posting of updated Terms constitutes your acceptance of those changes.
We encourage you to review these Terms periodically. If you do not agree to any updated Terms, you must discontinue your use of our Site and services.
Contact Us
Kept Capital Strategies
Website: keptcapitalstrategies.com