🛡️ Legal

Refund Policy

Effective Date: January 1, 2026

Tax preparation fees cover professional services rendered, not tax outcomes. Fees are earned when work begins and are not contingent on your refund amount, taxes owed, or IRS acceptance.

Deposits

A 50% deposit is required to begin work. Deposits are non-refundable once preparation has started, as this reserves time and resources for your return. Your deposit covers all work completed up to the point of cancellation.


Before E-File

If you cancel before we e-file your return, the balance due is waived. Your deposit covers work completed up to the point of cancellation. We'll provide all documents prepared upon request.


After E-File

No refunds are issued once your return has been e-filed with the IRS or state. At that point services are considered fully rendered and the engagement is complete.


Errors & Amendments

If we make an error on your return, we'll amend it at no charge. We do not cover penalties or interest caused by client-provided inaccurate or incomplete information.


Complexity Changes

Prices listed are base rates for standard complexity. If your return requires additional forms or schedules, the final invoice may increase. You'll approve any changes before we e-file — no surprises.

Questions about this policy? Contact us at
📞 (978) 238-9285  ·  📧 info@brocktontaxsolutions.com