Terms & Conditions

WIN Financial is a DBA of BCW Agency. WIN Financial connects tax clients and aspiring tax professionals with a clear place to begin. Our website serves two distinct purposes: (1) notifying tax clients about tax preparation appointment availability through the Early Bird VIP list, and (2) sharing information about tax training, professional tax software, business resources, and team support for those interested in the tax business.

These Terms apply to both visitor paths. Joining the Early Bird VIP list does not book or reserve a tax preparation appointment, and visiting the tax team page does not enroll you in any training or software program. Additional terms may apply on the separate landing pages linked from this website.

By providing your mobile number and checking any consent box, or by otherwise providing your mobile number to WIN Financial, you expressly agree to receive recurring and non-recurring SMS text messages from us, including messages sent using an automatic telephone dialing system. Message types may include tax season reminders, Early Bird VIP list updates, tax team information, appointment availability notices, and related communications.

Message frequency: Message frequency varies. You may receive periodic messages related to your expressed interests and the tax season.

Standard messaging rates: Standard message and data rates may apply to messages sent to and from your mobile device. Check with your mobile carrier for details.

Carrier compliance: Our SMS program is delivered in compliance with applicable carrier guidelines, including the A2P 10DLC (Application-to-Person 10-Digit Long Code) registration and campaign verification requirements. We may share information with mobile carriers and messaging service providers as necessary to deliver SMS messages and to comply with carrier requirements.

You affirm that you are at least 18 years of age and the owner of the mobile number you provide, or that you have the account holder's permission to use the number and consent to receive SMS messages. You are responsible for ensuring that the mobile number you provide is accurate and current. Please notify us of any changes to your mobile number.

You may opt out of receiving SMS text messages from us at any time. To opt out, reply STOP to any message you receive from us. You will receive a confirmation message confirming your opt-out. If you opt out, you may still receive non-marketing transactional messages regarding your account or requests, where applicable.

To request assistance or more information, reply HELP to any message, or contact us using the information provided in these Terms.

We will not sell, rent, or share your mobile information with any third party or affiliate for marketing or promotional purposes. Mobile information is used solely to deliver the SMS program for which you have provided consent, and as necessary to comply with carrier and regulatory requirements.

You agree to use our website and Services only for lawful purposes and in a manner that does not infringe the rights of, restrict, or inhibit anyone else's use and enjoyment. You agree not to misuse, disrupt, or attempt to gain unauthorized access to any portion of our website or Services.

Our website may contain links to third-party websites, including the Early Bird VIP list and tax team pages hosted on separate platforms. We do not control these external sites and are not responsible for their content, terms, or practices.

Information provided through our website and SMS program is for general informational purposes only and does not constitute tax, legal, accounting, or professional advice. WIN Financial does not guarantee any specific outcome, including refunds, earnings, appointment availability, or results from any training, software, or business opportunity. You should consult a qualified professional for advice specific to your situation.

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

To the fullest extent permitted by law, WIN Financial and BCW Agency shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from your use of, or inability to use, our website or Services, including any SMS messages, carrier delays, or third-party platform issues. Your use of our Services is at your own risk.

You agree to indemnify and hold harmless WIN Financial and BCW Agency, and their respective representatives, from any claims, damages, or expenses arising out of your misuse of our Services or your violation of these Terms.

We may update these Terms from time to time. When we do, we will revise the “Effective Date” at the top of this page. Your continued use of our website or Services after any changes indicates your acceptance of the updated Terms. We encourage you to review these Terms periodically.

These Terms shall be governed by and construed in accordance with applicable laws, without regard to conflict of law principles. Any disputes arising under these Terms shall be resolved in the appropriate courts of competent jurisdiction.

If you have questions or concerns about these Terms, please contact: