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.
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.
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.
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.
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.
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
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Brockton Tax Solutions is a tax preparation business; we are not a CPA firm. Our preparers are experienced tax professionals who complete IRS-approved continuing education annually. PTIN on file with IRS. E-file provider authorized by the IRS.
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