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You have a new client named Exodus Outta Here. After your first meeting, you learn: - Is married to Portugal - Portugal is a stay-at-home mom with their only child - Exodus Outta Here is a carpenter - His total income was $30,000 - Has the following list of expenses: - Advertising, $10 - Insurance, $500 - Legal & professional, $200 - Office expense, $50 - Machine rental, $400 - Small tools, $500 - Supplies, $12,000 - Cell phone, $300 - Meals & entertainment, $1,427 - Utilities, $3,012 - Mileage of 15,000 total miles and 5,000 non-business miles What are some due diligence you might have?

Initials are REQUIRED to acknowledge that you have read and agree to the Policies for access. Global Taxpreneur Bootcamp, CEO Academy Membership, and Global Course Policies – Participant Acknowledgment Please read carefully before accessing any meetings, materials or training in the group. By checking the acknowledgment box and submitting your payment, you agree to all terms below. 1. Program Overview - The Global TAXpreneur CEO Academy teaches how to build and run a virtual tax preparation business. - It is not a tax preparation or certification course. Participants should have prior tax experience or be enrolled in a tax course. 2. Access & Delivery - Includes live video sessions, email materials, and a temporary private community group during the training. - Replays and promised materials will be sent after completion of the post-event survey and a Google Review. - Membership provides ongoing business resources, live meetings, and community support, not tax certification. 3. Payment & Refunds - All payments are final and non-refundable once access to sessions, materials, or groups is granted. - Membership is billed monthly. Cancellation must be made at least 5 business days before the next billing cycle. - Access to membership materials and community ends immediately upon cancellation or non-payment. - This 6 month session is from December 2025 through May 2026. - The current monthly membership is 97.00 per month until 1/1/2026.  The price increases to 197.00 per month after 1/1/2026.  You may have enrolled using the Founding Members Rate exclusively for Exodus Summit Bootcamp Attendees of 57.00 per month. This rate goes away if you are removed from the group. You may re-enroll at the current rate at the time of re-enrollment. 4. Intellectual Property - All materials (digital planners, slides, recordings, templates, etc.) are protected and may not be shared or resold without written permission. 5. Conduct - Participants must maintain professionalism. Disruptive or inappropriate behavior may result in removal from the program or membership without refund.