Fees are based on the complexity of the return, forms required, and time involved
Pricing will be reviewed and approved before work begins
Payment is due at the time services are rendered, unless otherwise agreed in writing
A deposit may be required for complex, business, prior-year, or extended engagements
Tax returns will not be filed or released until full payment is received
All fees are non-refundable once tax preparation or advisory work has begun
Fees are charged for professional services rendered, not for a specific tax outcome or refund amount
If an error is directly attributable to our preparation, we will correct it at no additional charge
No refunds will be issued for:
Client-provided inaccurate or incomplete information
Changes in tax laws or regulations
IRS or DC processing delays, audits, penalties, or interest
By engaging our services and submitting payment, you agree to these Payment and Refund Policies.