Gear Up: Customer Policies:

 
  • All Gear Up courses require a basic knowledge of federal tax laws and/or accounting fundamentals, and provide the latest comprehensive updates of each course topic covered. There are no other prerequisites or advanced preparation required to take courses.
  • NASBA's National Registry of CPE Sponsors has standards for program development to ensure quality. Many state boards of accountancy recognize these standards. All Gear Up courses are in compliance with NASBA's requirements. If you have any questions, please contact your individual state board.

"Self-Study" Courses:

  • 30-day money back guarantees on all self-study products if all materials are returned.
  • Notice: Manuals distributed and programs presented by Gear Up are designed to assist professionals by providing accurate, authoritative and current information in regard to the subject matter covered. However, Gear Up does not have any responsibility if human and/or mechanical error does exist. Accordingly, no assurance is given by Gear Up that such information is comprehensive in its coverage of such subject matter. Information published or provided by Gear Up should not be relied upon as a substitute for independent research to original sources of authority. Gear Up, its authors, and instructors do not render legal, accounting, or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

"Group Live" Seminar Courses:

  • Gear Up Seminar Registration: Please call the number listed for each seminar to get specific transfer, cancellation, and auxiliary aids information. The following information on registration, transfers, and cancellations applies only to Gear Up seminars sponsored directly by Gear Up.
  • Registration: When you receive your admission ticket, please verify the location and date. Hotel information is noted on your ticket. If you have not received your ticket before the seminar date, please call Customer Service at +1 800 431 9025. At-door late registration fee: $25.
  • Transfers/Cancellations:

    In light of the continually evolving COVID-19 situation, we've revised our cancellation policy to afford you the flexibility to confidently pursue the education you need. We're planning on in-person options in 2021 as well as virtual sessions that provide learning without the need to travel or sit in a classroom.

    We are constantly monitoring this situation and will continue to adapt as needed. This cancellation policy is in effect until 12/31/2021. After that date, we will either revise or extend the policy.
     

    If When Then
    TR cancels event • Any time frame
    • Decision timeline: At least 5 business days before event
    • Change to virtual class at no charge – receive a refund of difference between price of live and virtual event
    • Choose another city/date at no charge – pending availability
    • Apply purchase credit to another Thomson Reuters Learning program
    • Full refund
    • Airline / hotel fees are subject to their policies
    TR reschedules event date • Any time frame
    • Decision timeline: At least 5 business days before event
    • Accept new date at no charge
    • Change to virtual class at no charge – receive a refund of difference between price of live and virtual event
    • Apply purchase credit to another Thomson Reuters Learning program
    • Full refund
    • Airline / hotel fees are subject to their policies
    TR reschedules event city • Any time frame
    • Decision timeline: At least 5 business days before event
    • Accept new city at no charge
    • Change to virtual class at no charge - receive a refund of difference between price of live and virtual event
    • Apply purchase credit to another Thomson Reuters Learning program
    • Full refund
    • Airline / hotel fees are subject to their policies
    You cancel 10+ Business Days before event Full refund
    You cancel Less than 10 Business Days before event Receive a refund, less 50% of registration fee
    You change event date/city Any time before event No charge – pending availability
    You want to change from live event to virtual event Any time before event No charge – refund difference between price of live and virtual event

 
 
Complaints: For more information regarding administration policies including complaints and refunds, please contact our office at toll-free +1 800 431 9025.