Terms &
Conditions

These Terms & Conditions (“Terms”) govern your use of this website and the linked landing pages operated by KEY Financial, a trade name (“DBA”) of BCW Agency (“BCW Agency,” “we,” “us,” or “our”). By accessing this site or submitting your information through our linked forms, you agree to be bound by these Terms.

If you do not agree with any part of these Terms, please do not use this website or submit your information through our linked landing pages.

This website connects you to two distinct paths. It does not itself collect submissions or book appointments:

• Early Bird VIP list: for tax clients who wish to be notified about tax preparation appointment availability and reminders.
• Tax team opportunity: for aspiring and current tax professionals interested in tax training, professional tax software, business resources, and team support.

Joining the Early Bird VIP list does not reserve, schedule, or confirm an appointment. A separate booking step is required when appointments become available. We do not guarantee appointment availability, refunds, earnings, or specific outcomes.

You must be at least 18 years of age to use this website and to submit your information through our linked landing pages. By using this site, you represent and warrant that you meet this age requirement and that the information you provide is accurate and complete.

By providing your mobile phone number and checking any consent box on our forms, you expressly agree to receive recurring automated and non-automated SMS/MMS text messages from KEY Financial, powered by BCW Agency, at the number you provided. These messages may include tax season reminders, Early Bird VIP list updates, appointment availability notices, and other information related to the services you requested.

Message frequency: Message frequency varies. You may receive periodic reminders and updates, particularly during tax season. You will not receive more messages than are reasonably necessary to provide the requested updates.

Consent is not a condition of purchase: Providing your phone number and consent is not a condition of any purchase or service.

Opt out: You may cancel at any time by replying STOP to any message. Upon doing so, you will be sent a confirmation message confirming your opt-out. If you opt out, you may still receive non-marketing transactional messages where legally required.

Help: For support, reply HELP to any message, or reach us through the contact options provided on our linked landing pages.

Carrier participation: Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. Supported carriers include the major U.S. wireless providers; delivery to other carriers is not guaranteed.

Number changes: You are responsible for notifying us of any change to your mobile number. If your number is changed, text messages may be delivered to the new subscriber at that number until you update your information or opt out.

Age requirement: You must be at least 18 years of age and the owner of the mobile number provided to consent to receive text messages from us.

This website connects you to two external landing pages:

• Join the Early Bird VIP List
• Join My Tax Team

Once you leave our site, your use of those external pages is governed by their own terms, conditions, and privacy practices. We encourage you to review them. We are not responsible for the content or practices of third-party sites.

All content on this website, including the KEY Financial name, logo, text, graphics, and design, is owned by or licensed to BCW Agency and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works from this content without our prior written permission.

You agree not to:

• Use this site for any unlawful purpose or in violation of any applicable law;
• Submit false, inaccurate, or misleading information through our linked landing pages;
• Attempt to gain unauthorized access to any part of this site or its systems;
• Use automated systems to collect information from this site without our consent; or
• Interfere with the proper functioning of this site.

This website and the information it links to are provided “as is” and “as available” without warranties of any kind, either express or implied. We do not warrant that the site will be uninterrupted, error-free, or free of harmful components. We make no guarantees regarding appointment availability, refunds, earnings, or specific outcomes from any training, software, or business opportunity referenced on our linked pages.

To the fullest extent permitted by law, BCW Agency and KEY Financial shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of, or inability to use, this website or the linked landing pages, or from any information or communications received through them.

You agree to indemnify and hold harmless BCW Agency, KEY Financial, and their affiliates from any claims, damages, or expenses arising from your use of this site or your violation of these Terms.

Any references to tax training, professional tax software, business resources, or team support are for informational purposes only and do not constitute a guarantee of income, earnings, refunds, or any specific result. Individual outcomes depend on many factors, including your own efforts and circumstances.

We may update these Terms from time to time. Changes will be posted on this page with a revised “Last updated” date. Your continued use of this site after changes are posted constitutes acceptance of the updated Terms.

These Terms are governed by and construed in accordance with the laws of the United States and the state in which BCW Agency operates, without regard to conflict of law principles.

KEY Financial is a DBA of BCW Agency. For questions about these Terms, please reach out through the contact options provided on our linked landing pages.