At USTaxAid, we provide information only – not legal advice.

We work hard to find you the most comprehensive, up-to-date and accurate information possible on each topic we cover. But, we aren’t lawyers, nor do we pretend to be. And, because everyone’s legal, tax, and financial situation is different, you can’t rely on our advice as being specific to your own particular circumstances. In fact, the information on our web site isn’t intended to serve as legal, tax, or other financial advice related to individual situations. The material on our web site is for your use and convenience only. To make sure you get the tax-savings solution that’s right for you, you need to consult with your own attorney, CPA, and/or other advisor regarding your specific situation.

We have taken reasonable precautions in the preparation of all material presented on our web site and believe that it is accurate as of the date it was written. However, we will assume no responsibility for any errors or omissions, and we specifically disclaim any liability resulting from the use or application of the information contained on our web site.

Privacy Policy

What information do we collect?

We collect information from you when you register on our site, place an order, subscribe to our newsletter or fill out a form.

When ordering or registering on our site, as appropriate, you may be asked to enter your: name, e-mail address, mailing address, phone number or credit card information. You may, however, visit our site anonymously.

What do we use your information for?

Any of the information we collect from you may be used in one of the following ways:

To personalize your experience

(your information helps us to better respond to your individual needs)

To improve our website

(we continually strive to improve our website offerings based on the information and feedback we receive from you)

To improve customer service

(your information helps us to more effectively respond to your customer service requests and support needs)

To process transactions

Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested.

To send periodic emails

The email address you provide for order processing, may be used to send you information and updates pertaining to your order, in addition to receiving occasional company news, updates, related product or service information, etc.

Note: If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.

How do we protect your information?

We implement a variety of security measures to maintain the safety of your personal information when you place an order or access your personal information.

We offer the use of a secure server. All supplied sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our Payment gateway providers database only to be accessible by those authorized with special access rights to such systems, and are required to�keep the information confidential.

After a transaction, your private information (credit cards, social security numbers, financials, etc.) will not be stored on our servers.

Do we use cookies?

Yes (Cookies are small files that a site or its service provider transfers to your computers hard drive through your Web browser (if you allow) that enables the sites or service providers systems to recognize your browser and capture and remember certain information

We use cookies to help us remember and process the items in your shopping cart, understand and save your preferences for future visits, and keep track of advertisements and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may contract with third-party service providers to assist us in better understanding our site visitors. These service providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business.

If you prefer, you can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies via your browser settings. Like most websites, if you turn your cookies off, some of our services may not function properly. However, you can still place orders by contacting customer service.

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

Third party links

Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

California Online Privacy Protection Act Compliance

Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent.

Childrens Online Privacy Protection Act Compliance

We are in compliance with the requirements of COPPA (Childrens Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

Online Privacy Policy Only

This online privacy policy applies only to information collected through our website and not to information collected offline.

Terms and Conditions

Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website at https://www.ustaxaid.com.

Your Consent

By using our site, you consent to our privacy policy.

Changes to our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page.

US Tax Aid Series (USTA) is committed to permission-based email marketing practices, and as a result has established this no-tolerance Anti-Spam Policy.

1.What is Spam?

Spam is commercial email or unsolicited bulk email, including “junk mail”, which has not been requested by the recipient. It is intrusive and often irrelevant or offensive, and it wastes valuable resources. Spam messages are the opposite of permission-based email, which are normally anticipated, personal, relevant and/or associated with a pre-existing business or personal relationship.

2.Preventing Spam

Affiliates of USTA products and services have agreed to comply with this Anti-Spam Policy. Specifically, each affiliate agrees not to market USTA products or services via unsolicited email or bulk email. USTA reserves the right to determine in its sole discretion what constitutes actionable spam, as well as what measures are necessary in response to such spam activities.

Purchased Mailing Lists – Mass mailings to purchased email lists are not allowed. USTA only allows opt-in mailing lists. Purchased or inherited lists are by definition not opt-in. Similarly, you cannot use an email list relating to particular subject matter, and then use it for an unrelated topic.

4.Laws Restricting Spam

Spam laws vary from state to state, and from country to country. The USTA Anti-Spam Policy has been developed to conform to the highest commercially reasonable standards. As a result, and without limiting the general prohibitions against all spam activities, the following are expressly prohibited:

  • (a)Use of false headers, or other false information, to identify the point of origin or the transmission path of the email, or to hide the true origin of the email sender,
  • (b) Unauthorized use of a third party’s Internet domain name without the permission of such third party, to make it appear that the third party was the point of origin of the email,
  • (c) Use of any false or misleading information in the subject line of the email, and
  • (d) Assisting any person in any of these previously mentioned activities.

5.Questions to Ask Yourself

To help in establishing whether you are participating in activities constituting spam, ask yourself the following questions:

  • (a) Are you sending email to non-specific addresses, such as info@ or sales@ ?
  • (b) Have you deliberately falsified your transmission path information or originating address?
  • (c) Are you sending email to mailing lists or distribution lists, which then send indirectly to various other email addresses?
  • (d) Have you imported for use a purchased list of any type?
  • (e) Are you continuing to mail to anyone who has asked to be deleted from your mailing list?
  • (f) Does your email not provide a fully functioning link to unsubscribe?
  • (g) Does you email subject line contain false or misleading information?
  • (h) Have you used a third party’s email address or domain name without the party’s consent?

If you answer yes to any of these questions, you are likely involved in spam activities.

6.Measures to Enforce the Anti-Spam Policy

Any USTA affiliate found to be selling USTA products or services with spamming methods will, at USTA’s discretion, be immediately cut off as an affiliate.

USTA does not attempt to censor any content, nor to curtail the business of its affiliates. However, spam activities do not fall within uses authorized by USTA, and will not be tolerated.

Contacting Us

If there are any questions regarding this privacy policy you may contact us using the information below.

Email: customerservice@ustaxaid.com

Mailing address:
US TaxAid
P.O. Box 158
Sparks, NV 89432

Shipping & Return Policies for Events & Products

Return/Refund for Live Events


If you are unable to attend for any reason, you may have someone substitute for your participation in the program. Call USTaxAid at least 10 days prior to the event to transfer your enrollment. A $50 fee will apply. Transferred and complimentary tickets are not eligible.

If you are unable to attend and do not wish to substitute, contact our Customer Service Department. We will convert your enrollment to a non-refundable credit that you may apply toward any future USTaxAid event or product for up to one full year from your original event date. Some restrictions apply

Failure to Attend

Failure to attend a registered event without prior notice, as outlined above, will result in the forfeiture of payments collected toward the event registration.


Domestic orders are shipped by U.S. Priority Mail in the order in which they are received. We try to ship within 72 hours of ordering. All orders to destinations outside the United States are shipped by U.S.P.S. International First Class Mail.

Returns of Physical Products

We are happy to accept items for a full refund (less shipping costs and a 5% handling fee) within 45 days of delivery to you.

To return a physical item you have purchased from us, please contact us by email to customerservice@USTaxAid.com or by fax to 1-866-818-9866 with your written request.

Returns of Downloadable Products

We are happy to accept items for a full refund (less a 5% handling fee) within 45 days of delivery to you.

To return a downloadable product, you have purchased from us, please contact us by email to customerservice@USTaxAid.com or by fax to 1-866-818-9866 with your written request. We will ask you to sign a declaration that you have not made or retained any copies of the downloaded product being returned and that you have deleted the product and all of its components from your system prior to processing your return.


You, the buyer, may cancel event transactions at any time prior to midnight of the third business day after the date of the transaction. To cancel your transaction, please send a signed fax with order information to 1-866-818-9866.

Due to administrative costs, salaries, coordination activities, materials printed, materials acquisitions, hotel contracts and all other business expenses incurred for a public event, registration fees are non-refundable after this deadline. No exceptions to the refund policy will be made after midnight of the third business day after the date of this transaction.


Transfers to a different date/location may be made a minimum of two weeks (14 days) prior to the scheduled event date by contacting us and paying the appropriate transfer fee of 20% of the gross ticket price for events with purchase price of more than $200.

No transfer will be made within two weeks of the event date or for any event that has a per ticket price of less than $200.

Failure to Attend

Failure to attend a registered event without prior notice, as outlined above, will result in the forfeiture of payments collected toward the event registration.

Please ship all returns to:

US TaxAid
P.O. Box 158
Sparks, NV 89432

Our Fax Number is:


Coaching Program

Our live coaching sessions are held the 1st and 3rd Wednesday of each month. There will be written materials provided prior to the coaching classes. The coaching sessions are recorded and the recording is available within 2 business days, along with the written materials on your private coaching page. You can access the coaching page using your email address used to sign up and the password you determined to use.

There will be 3 months worth of coaching programs, written material and recordings available on your coaching page at any one time.

Terminating Your Participation in Coaching

You may terminate coaching with us at any time. However, payments received prior to your written instruction to terminate are nonrefundable.

When you terminate coaching with us, we will immediately cease collecting monthly payments and turn off your access to the coaching page. We will also consider ourselves relieved of all obligations to provide services under this Agreement.

In order to terminate your program, please send a request to terminate coaching via email to Support@USTaxAid.com.

Affiliate Program

Affiliate Program Terms of Service

By signing up to be an Affiliate in the USTaxAid/Cash Flow Accounting Affiliate Program (“Program”) you are agreeing to be bound by the following terms and conditions (“Terms of Service”). The companies US Tax Aid Series, Cash Flow Accounting Series and Diane Kennedy PC will be known as “Company” in this agreement.

Company reserves the right to update and change the Terms of Service from time to time without notice. Any new features that augment or enhance the current Program, including the release of new tools and resources, shall be subject to the Terms of Service. Continued use of the Program after any such changes shall constitute your consent to such changes.

Violation of any of the terms below will result in the termination of your Account and forfeiture of any outstanding affiliate commission payments earned during the violation. You agree to use the Affiliate Program at your own risk.

Account Terms

  • You must be a human. Accounts registered by “bots” or other automated methods are not permitted.
  • You must provide your legal full name, a valid email address, and any other information requested in order to complete the signup process.
  • You are responsible for all Content posted and activity that occurs under your account (even when Content is posted by others who have accounts under your account).
  • You may not use the Affiliate Program for any illegal or unauthorized purpose. You must not, in the use of the Service, violate any laws in your jurisdiction (including but not limited to copyright laws).
  • Customer Definition

    Customers who buy products through this Program will be deemed to be our customers. Accordingly, all of our rules, policies, and operating procedures concerning customer orders, customer service, and product sales will apply to those customers. We may change our policies and operating procedures at any time. For example, we will determine the prices to be charged for products sold under this Program in accordance with our own pricing policies. Product prices and availability may vary from time to time. Because price changes may affect Products that you have listed on your site, you should not display product prices on your site. We will use commercially reasonable efforts to present accurate information, but we cannot guarantee the availability or price of any particular product.

    Identifying yourself as a Company Affiliate

    You may not issue any press release with respect to this Agreement or your participation in the Program; such action may result in your termination from the Program. In addition, you may not in any manner misrepresent or embellish the relationship between us and you, say you develop our products, say you are part of any of our companies, or express or imply any relationship or affiliation between us and you or any other person or entity except as expressly permitted by this Agreement (including by expressing or implying that we support, sponsor, endorse, or contribute money to any charity or other cause).

    You may not purchase products through your affiliate links for your own use. Such purchases may result (in our sole discretion) in the withholding of referral fees and/or the termination of this Agreement.

    Your Responsibilities

    You will be solely responsible for the development, operation, and maintenance of your site and for all materials that appear on your site. For example, you will be solely responsible for:

  • The technical operation of any sites you develop and all related equipment
  • Ensuring the display of Special Links on your site does not violate any agreement between you and any third party (including without limitation any restrictions or requirements placed on you by a third party that hosts your site)
  • The accuracy, truth, and appropriateness of materials posted on your site (including, among other things, all Product-related materials and any information you include within or associate with Special Links)
  • Ensuring that materials posted on your site do not violate or infringe upon the rights of any third party (including, for example, copyrights, trademarks, privacy, or other personal or proprietary rights)
  • Ensuring that materials posted on your site are not libelous or otherwise illegal
  • Ensuring that your site accurately and adequately discloses, either through a privacy policy or otherwise, how you collect, use, store, and disclose data collected from visitors, including, where applicable, that third parties (including advertisers) may serve content and/or advertisements and collect information directly from visitors and may place or recognize cookies on visitors’ browsers
  • Website Content and Domain Names

    Affiliates may not register or purchase domain names including the term “Diane Kennedy”, “DianeKennedyCPA”, “USTaxAid”, “CashFlowAccounting”, or any misspellings or variations. Affiliates promoting any of our products in this manner will immediately be removed from the Company Affiliate Program and all associated transactions will be reversed. Above listed names may not be used as a subdomain (Example: DianeKennedy.example.com), however, it may be used as a directory of your domain (Example: www.example.com/USTaxAid).

    Affiliates may not promote Companies on websites that contain any form of misleading, defamatory, obscene, adult, bigoted, illegal, competitive accounting, financial, asset protection or tax products or services, spiderweb marketing or any other content deemed offensive by Program.

    Coupons and Promotional Codes

    Affiliates may only use active coupons and promotional codes that are provided exclusively through the Company affiliate program.

    Affiliates are not permitted to promote coupon or promotional codes from Company’s non-affiliate program marketing efforts, such as email promotions, without prior written permission

    Affiliates are not permitted to alter coupon or promotional terms to mislead customers. If the coupon or promotional code has an expiry date, the date must be clearly stated.

    Compliance with Laws

    As a condition to your participation in the Program, you agree that while you are a Program participant you will comply with all laws, ordinances, rules, regulations, orders, licenses, permits, judgments, decisions or other requirements of any governmental authority that has jurisdiction over you, whether those laws, etc. are now in effect or later come into effect during the time you are a Program participant. Without limiting the foregoing obligation, you agree that as a condition of your participation in the Program you will comply with all applicable laws (federal, state or otherwise) that govern marketing email, including without limitation, the CAN-SPAM Act of 2003 and all other anti-spam laws.

    Term of the Agreement and Program

    The term of this Agreement will begin upon our acceptance of your Program application and will end when terminated by either party. Either you or we may terminate this Agreement at any time, with or without cause, by giving the other party written notice of termination. Upon the termination of this Agreement for any reason, you will immediately cease use of, and remove from your site, all links to any Product Site, and all of our trademarks, trade dress, and logos, and all other materials provided by or on behalf of us to you pursuant hereto or in connection with the Program. Company reserves the right to end the Program at any time. Upon program termination, Company will pay any outstanding earnings.


    Company, in its sole discretion, has the right to suspend or terminate your account and refuse any and all current or future use of the Program, for any reason at any time. Such termination of the Service will result in the deactivation or deletion of your Account or your access to your Account, and the forfeiture and relinquishment of all potential or to-be-paid commissions in your Account if they were earned through fraudulent, illegal, or overly aggressive, questionable sales or marketing methods. Company reserves the right to refuse service to anyone for any reason at any time.

    Relationship of Parties

    You and we are independent contractors, and nothing in this Agreement will create any partnership, joint venture, agency, franchise, sales representative, or employment relationship between the parties. You will have no authority to make or accept any offers or representations on our behalf. You will not make any statement, whether on your site or otherwise, that reasonably would contradict anything in this Section.

    Limitations of Liability

    We will not be liable for indirect, special, or consequential damages (or any loss of revenue, profits, or data) arising in connection with this Agreement or the Program, even if we have been advised of the possibility of such damages. Further, our aggregate liability arising with respect to this Agreement and the Program will not exceed the total referral fees paid or payable to you under this Agreement.


    We make no express or implied warranties or representations with respect to the Program or any products sold through the Program (including, without limitation, warranties of fitness, merchantability, noninfringement, or any implied warranties arising out of a course of performance, dealing, or trade usage). In addition, we make no representation that the operation of the Product Sites will be uninterrupted or error-free, and we will not be liable for the consequences of any interruptions or errors.

    Independent Investigation



    The Terms of Service constitutes the entire agreement between you and Company and govern your use of the Service, superseding any prior agreements between you and USTaxAid/Cash Flow Accounting (including, but not limited to, any prior versions of the Terms of Service).