Service Fee & Refund Policy

Tax preparation is a professional service rendered in real time by credentialed preparers. Because work, research, document review, and platform usage begin as soon as your engagement starts, preparation and filing fees become earned as the work is performed and are generally non-refundable once work has commenced.

• Consultation and review fees are earned at the time the consultation occurs.
• Preparation fees are earned as the return is researched, prepared, and reviewed.
• Filing fees are earned upon submission of the return to the IRS or state agency.
• Software, platform, e-signature, and transmission fees are earned when those services are used on your behalf.

Refund advances and refund transfer products are issued by third-party banks. Approval, funding speed, and final disbursement are determined solely by the issuing bank. A denial of a refund advance does not entitle the client to a refund of preparation or filing fees.

Software, transmission, bank-product setup, and payment processing fees are pass-through costs paid to our service partners and are non-refundable once incurred.

If you cancel an engagement before any substantive work has begun, paid retainers will be evaluated in good faith and any unearned portion will be refunded. Once preparation, research, or document review has started, fees are considered earned in proportion to the work performed.

We reserve all rights to retain fees and pursue recovery for engagements involving suspected fraud, identity misrepresentation, or chargebacks initiated in bad faith. Confirmed fraud may be reported to appropriate authorities.

If you believe a fee was charged in error, contact us within 30 days at info@rossandassociates-taxoffice.com or 725.324.7787. We review every request promptly and in good faith.