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Upgrades to Maximize
The Augusta Rule Plan

Billed separately from The Augusta Rule Plan.

Must own The Augusta Rule Plan to purchase upgrades.

1. Everything Bundle

Receive all of our top upgrades. Recommended for new users. $860

2. Audit Coverage

$1,000,000 audit guarantee for current tax year. Covers tax return for tax year purchased, not calendar year.

3. Success Call

Up to 30 minute 1-on-1 customer success call.

4. Schedule 14

A call with us to plan and schedule up to 14 events, all personally vetted for you.

5. Add Another Residence

Add another residence to your plan. Lifetime purchase.

6. Better Bundle

Have no time but still want the benefits? The better bundle offers a quick solution to fast savings with staggering audit protection.

Upgrade Details

Success Call
(Yearly Upgrade)

Up to 30 minute 1-on-1 customer success call.

$125

OK

COMPARE VALUATION TYPES

Done
Yourself

Manual Valuation (Comes with all plans)

All valuation done yourself or you can input documents from different valuation sources.

Done
for
You

Digital Valuation (Comes with Premium and Plus plans)

We pay 5 figures a year for a national rental dataset so you don’t have to. Digital valuation provides more conservative and general rates. These prices will show up on your pricing calendar in your dashboard. Selecting and using these prices for an event will allow for use the of the Audit Guarantee feature

OK

AUDIT GUARANTEE

We don’t wish an audit upon anyone, but if you get an audit, the Premium Plan includes our guarantee that we will represent and defend your use of The Augusta Rule.

Details, and Terms and Conditions, can be found here.
OK

300% RETURN ON INVESTMENT GUARANTEE

We guarantee that you will get 3x the amount of money your TAR subscription costs in annual tax savings or we will refund your subscription.

OK

100% MONEY BACK GUARANTEE

We will refund 100% of your annual subscription upon request with no questions asked as long as:

  • You booked 14 qualifying events in the software, and your Tax Packet has not been downloaded or shared.
OK

100% Money Back Guarantee

  • If you book 14 qualifying events on the platform in one year and request a refund for any reason, we will refund you with no questions asked.
  • Why would we do that? Because our mission is more important than the money.
OK

HOW THE AUGUSTA RULE WORKS WITH YOUR TAX PRO

  • After subscribing, enter your Tax Pro’s email address and he or she can access all the info needed to properly file The Augusta Rule (TAR) on your taxes.
  • You or your Tax Pro can download your data packet at any time.
  • TAR will send you automated reminders to give your Tax Pro access after 12/31 each year of your subscription.
  • TAR makes things simple, but does not file your taxes for you.
  • After your Tax Pro receives the data, they will need to follow simple instructions in order for you to receive your tax savings.
OK

Compare Valuation Types

All valuation types are included in The Augusta Rule Plan

Done
Yourself

Manual Valuation

(Comes with The Augusta Rule Plan)

All valuation done yourself or you can input documents from different valuation sources.

Done for you

Digital Valuation

(Comes with The Augusta Rule Plan)

We pay 5 figures a year for a national rental dataset so you don’t have to. Digital valuation provides more conservative and general rates. These prices will show up on your pricing calendar in your dashboard.

OK

Feature Details

Audit Coverage

  • Covers every event where the Dependability Score TM is 5/5
The Augusta Rule will save your records for 7 years.
OK

Upgrade Details

Audit Coverage
Tax Year Upgrade

  • NOT a 365 day upgrade
$1,000,000 audit guarantee for current tax year. Covers tax return for tax year purchased, not calendar year. This upgrade can only be used if your Defendability Score is 100%.

Example

John Doe purchased this upgrade on July 8th of 2023 and the upgrade will conclude December 31st 2023. 117 days from when John purchased the upgrade. If John purchases the upgrade on January 1st then he would have received the upgrade for 365 days.
If John gets audited in 2026 for an event in the time period when he owned the upgrade in 2023 then he is covered even if he does not pay for the upgrade in 2024, 2025, or 2026.

We save records for 7 years.

$150

OK

Compare Valuation Types

Done
Yourself

Manual Valuation

(Comes with The Augusta Rule Plan)

All valuation done yourself or you can input documents from different valuation sources.
FREE

Best

Digital Valuation

(Comes with The Augusta Rule Plan)

We pay 5 figures a year for a national rental dataset so you don’t have to. Digital valuation tends to provide more conservative (lower) rental numbers than a custom search. These prices will show up on your pricing calendar in your dashboard. Selecting and using these prices for an event will allow for use the of $1,000,000 Audit Guarantee upgrade. collects off of airDNA datay that generally provides more conservative more general rates

FREE
OK

Upgrade Details

Everything Bundle

  • Upgrades in this bundle have different ending/renewal days
Upgrade Included Upgrade expiration date

Success Call

Expires after use

Schedule 14

Expires after use

Add Another Residence

Doesn’t Expire

Audit Coverage

Expires Dec 31 of current year (end of tax year)

$860

OK

Upgrade Details

Audit Coverage
Tax Year Upgrade

  • NOT a 365 day upgrade
  • Must own Custom Valuation or Digital Valuation to purchase
$1,000,000 audit guarantee for current tax year. Covers tax return for tax year purchased, not calendar year. This upgrade can only be used if your Defendability Score is 100%.

Example

John Doe purchased this upgrade on July 8th of 2023 and the upgrade will conclude December 31st 2023. 117 days from when John purchased the upgrade. If John purchases the upgrade on January 1st then he would have received the upgrade for 365 days.
If John gets audited in 2026 for an event in the time period when he owned the upgrade in 2023 then he is covered even if he does not pay for the upgrade in 2024, 2025, or 2026.

We save records for 7 years.

$150

OK

Upgrade Details

Add Another Residence
(One time purchase)

Add another residence to your plan. Lifetime purchase.

$200

OK

Upgrade Details

Schedule 14
(Yearly Upgrade)

A call with us to plan and schedule up to 14 events, all personally vetted for you. This is done over google meets.

$125

OK

100% Money back guarantee

If all 14 events are used with our recommendations, we will refund you 100% of what you spent for the program.

Why would we do that? Because our mission is to put 1 Billion USD back into the pockets of small business owners. We want to complete our mission not prevent it.

How The Augusta Rule works with your CPA

After subscribing, enter your accountant’s email address and he or she can access all the info needed to properly file The Augusta Rule (TAR) on your taxes.
You or your accountant can download your data packet at any time.
TAR will send you automated reminders to give your accountant access after 12/31 each year of your subscription.
TAR makes things simple, but does not file your taxes for you.
After your accountant receives the data, they will need to follow simple instructions in order for you to receive your tax savings.