Refund Policy

1. General Policy

Refund eligibility depends on: services performed, engagement terms, work completed, fees paid, applicable written agreements, and applicable law.

2. Completed Professional Services

Fees for professional services already performed are generally non-refundable. This may include: tax return preparation, tax research, tax planning, tax projections, accounting work, tax resolution analysis, preparation of documents, and professional consultations.

3. Tax Return Preparation

Once significant work has been performed on a tax return, the fees associated with completed professional work may not be refundable simply because the client later chooses not to file the return.

4. Tax Planning

Tax planning fees may be non-refundable after professional analysis, research, projections, or consultation services have been performed.

5. Tax Resolution

Tax resolution services may involve research, correspondence, document preparation, government communications, analysis, and professional time. Fees for work already performed are generally non-refundable.

6. Consultations

Consultation fees, where applicable, may be non-refundable after the consultation has occurred. If a consultation is canceled before the scheduled appointment, eligibility for a refund may depend on the applicable appointment or engagement terms.

7. Cancellations

Clients should contact the office as soon as possible when canceling an appointment or service. Cancellation policies may vary depending on the service and timing.

8. Third-Party Fees

Certain third-party fees, filing fees, government fees, software charges, or other expenses may not be refundable.

9. Duplicate Payments

If a customer accidentally makes a verified duplicate payment, the duplicate amount may be refunded after review.

10. Overpayments

Verified overpayments may be refunded or credited as appropriate.

11. No Guarantee of Tax Outcome

A refund request cannot be based solely on the amount of a tax refund, tax savings, IRS determination, or government decision. Professional fees compensate for services performed and are not contingent upon a guaranteed tax result unless expressly agreed in writing.

12. Refund Request Process

13. Review Process

Refund requests may be reviewed based on: services completed, engagement agreement, time spent, work performed, third-party expenses, cancellation timing, and applicable law.

14. Processing Time

Approved refunds may require several business days to appear depending on the payment processor or financial institution.

15. Legal Rights

Nothing in this policy is intended to waive rights that cannot legally be waived.

16. Policy Changes

Consulting CPA PLLC may update this Refund Policy periodically.

17. Contact