Refund Policy

Legal disclaimer

We provide professional tax preparation, consultation, and filing services based solely on the information and documentation supplied by the client. We do not Guarantee or influence the outcome of any refund or tax liability as these results are determined exclusively by the IRS and applicable tax laws. clients are responsible for the accuracy and completeness of the information they provide, and we not liable for any discrepancies, penalties, or outcomes resulting from incorrect or incomplete data.

Refund Policy - the basics

All fees paid are for services rendered and are non-refundable once tax preparation, and filing have been completed. Payment covers the professional expertise, time, and submission of official documentation, not the guarantee of a refund or specific tax outcome. Clients should understand that the service fee is for the preparation and filing process itself, regardless of whether they receive a refund or owe taxes.

What to include in the Refund Policy

Clear statement that these are for services, not guaranteed results.
Explanation that once documents are filed, services are considered complete and nonrefundable.
Note that clients are responsible for providing accurate and timely information.
Clarification at any dispute regarding refunds amounts or tax liabilities must be addressed directly with the IRS, not the preparer.

optionally, you can add a clause about partial refunds only if services were not performed at all (e. g. If a client cancels before any work begins).