ALL new Annual Members will be eligible to receive:

Facet will waive the initial enrollment fee of $250 for Core, Plus and Complete Members if you select an annual payment for your services. Facet Foundations Memberships are ineligible. All Memberships are non-refundable.

In order to receive the reward, Members must complete the following:

• Sign a Facet planning agreement between September 15-21, 2025.
• The discount based upon the service tier as listed above, will be applied to the annual membership fee due at signing.

What other details do I need to know?

• No further investment or trading is required to qualify for the offer.
• This offer is nontransferable.
• Facet reserves the right to change or end this promotion at any time.
• Members are eligible for only one investment reward promotion during any 12 month period.
• This promotion is not applicable to existing Members renewing service.
• This offer is not valid for non-U.S. Members.
• This reward may require a 1099 be issued to you.
• Tax preparation and filing is completed through April Tax Solutions, Inc. (“April”). The Maximum Refund and 100% Accuracy guarantees are offered through April and not Facet, and only eligible for Facet members in the Complete tier. April’s terms and conditions for those guarantees will apply.
• April’s Maximum Refund Guarantee – Maximum refund guarantee is provided by April. If you use April’s service to prepare and file your return and you find an error in the tax preparation that entitles you to a larger refund (or smaller liability), you may use their service to amend that return at no additional charge. To qualify, the larger refund or smaller tax liability must not be due to differences or inaccuracies in data supplied by you, your choice not to claim a deduction or credit, positions taken on your return that are contrary to law, or changes in federal or state tax laws.
• April’s Accuracy Guarantee – If April’s tax preparation software makes a mathematical error that results in your payment of a penalty and/or interest to the IRS that you would otherwise not have been required to pay, April will reimburse you up to a maximum of $10,000.