Manage or Cancel Membership

Use this page to submit a cancellation request for the Retirement & Legacy Advisory Program or find help with other membership matters.

Cancel your membership

Complete the form below to send your cancellation notice to Anchor Point CPA, P.C. You do not need to sign in, provide a reason, or schedule a call to submit your request.

Please do not include passwords, payment details, Social Security numbers, or financial documents.

Your cancellation request has been received. We have recorded your notice and will email you confirmation of the effective cancellation date and any applicable billing or refund information. You do not need to submit the request again.

We couldn’t confirm that your request was submitted.

We record your notice when it is received and will email you confirmation of the effective cancellation date and any applicable billing or refund information. These details are determined by your engagement and applicable law. Our administrative processing does not extend an applicable notice period.

Other membership matters

For documents, invoices, and communications related to your engagement, sign in to My Anchor Point, our client portal powered by TaxDome.

Need help with billing or account access? Contact us.