Thank you for choosing our tax planning and tax preparation services. Please carefully review our policy regarding cancellations and refunds:

Cancellations: Once you have engaged our services for tax planning or tax preparation, cancellations are generally not accepted. Due to the time-sensitive nature of tax filings and the personalized nature of our services, we begin working on your case promptly upon engagement.

Refunds: All payments for tax planning and tax preparation services are final and non-refundable. This includes any fees paid for consultations, document preparation, filing, or any other services rendered.

Exceptions: In exceptional circumstances, we may consider a partial refund or cancellation at our sole discretion. Such circumstances may include, but are not limited to, significant errors or omissions on our part. Any such requests must be made in writing and will be evaluated on a case-by-case basis.

By engaging our tax planning and tax preparation services, you acknowledge and agree to this cancellation and refund policy. If you have any questions or concerns, please contact us before proceeding with our services.