Cancellation Policy

•    No Refunds: Once services are completed, no refunds will be issued—even if you choose not to file or if your refund is smaller than expected. You're paying for our time, experience, and the work already performed. We reserve the right to withhold e-filing or release of any documents until your balance is paid in full. Let’s make sure it’s fair, fast, and worth every penny. We’ll always do our best to maximize your refund—or minimize what you owe—based on the info you give us. But let’s be real for a second:     •    We can’t guarantee a specific refund amount, tax credit, or outcome.     •    Your final refund or balance due depends on IRS and state calculations, and the details you provide.     •    We’re not responsible for delays caused by the IRS, your bank, or third-party products (like refund advances or direct deposit timelines).     •    Once we’ve prepared your return—even if you decide not to file—it’s considered a completed service. That means no refunds for prep fees, time spent, or add-on services.     •    We don’t promise magic—but we do promise to work hard, stay honest, and keep your best interest at the center of everything we do. RECORD RETENTION POLICY We keep copies of your tax return and related documents we prepare for our own records—but you should always keep your originals. Here's what you need to know:     •    We’ll retain a copy of your final return and any documents we’re required to keep for three (3) years.     •    It’s your responsibility to keep your original documents (like W-2s, 1099s, receipts, bank statements, and any proof of deductions or credits) in a safe place. The IRS may request them later.     •    If you lose your return and need a copy after the season, we’ll gladly resend it—just submit a request, and we may charge a $25 document retrieval fee.     •    We’ll handle the prep—but staying organized and audit-ready starts with you.     •    Please also note that audit/examination representation work is not included in the tax preparation fee and is considered a different engagement with a separate fee structure. If you have any questions regarding the specifics of audit/examination representation please feel free to ask any time before, during or after your appointment. Again, if your returns are audited or examined by any taxing authority, for any reason, the fee you paid for their preparation does not include the costs to represent you with regard to any audit or examination. You can opt in to receive