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support@taxgeniusllc.com 📞 (817) 256 8068

Refund Policy

Effective Date: 01/11/2025

Tax Genius LLC Refund Terms

This Refund Policy outlines how Tax Genius LLC ("Tax Genius," "we," "our," or "us") handles refunds for all services provided to clients across the United States and Canada.

This policy applies to all paid services, including:

  • Personal and business tax filing
  • Bookkeeping and accounting
  • Payroll and GST/HST filing
  • Consultation and advisory services

1. Non-Refundable After Payment

All payments made to Tax Genius LLC are non-refundable once the payment is processed.

By submitting payment, you acknowledge that work may begin immediately, and that no refunds will be issued once a service has started, except in specific cases outlined below.

2. Refund Eligibility (Errors by Tax Genius LLC)

Refunds are only considered if an error or omission is made solely by Tax Genius LLC.

To qualify for a refund:

  • The client must report the issue within 21 days from the date the service was rendered or filed.
  • Supporting documentation may be required to verify the issue.
  • If our review confirms that an error occurred on our part, a full or partial refund may be approved.

3. Strictly Non-Refundable Services

The following services are strictly non-refundable once booked and paid for:

  • Consultation or advisory calls
  • Rush or expedited filings
  • Digital document processing and filings already submitted to tax authorities (IRS, CRA, state, or provincial agencies)

4. Partial Refunds and Adjustments

In certain circumstances, partial refunds may be provided at our discretion — for example, if a multi-stage project is canceled before completion.

Refund amounts will reflect the portion of work already performed and any non-recoverable costs.

5. How to Request a Refund

All refund requests must be made in writing via email to:

📧 support@taxgeniusllc.com

Your request must include:

  • Full name and contact information
  • Proof of payment or invoice number
  • Detailed explanation of the issue
  • Date of service delivery or filing submission

We will acknowledge receipt within 5 business days and begin an internal review.

6. Refund Review and Processing Time

If approved, refunds will be processed using the original payment method through the same payment processor (Stripe or Razorpay).

Refunds are typically completed within 21 business days after approval.

Processing times may vary depending on your bank or payment provider.

7. Client Data & Responsibility

Refunds will not be issued for delays, penalties, or issues caused by:

  • Incomplete, inaccurate, or false information supplied by the client
  • Failure to provide required documentation on time
  • Misunderstanding of service scope or deadlines

8. Disputes and Chargebacks

We encourage clients to contact us first before initiating any chargeback.

Filing a chargeback without communication may result in account suspension or denial of future services.

We reserve the right to dispute fraudulent or invalid chargebacks and recover associated costs.

9. Final Authority

Tax Genius LLC reserves the right to refuse or limit refunds if:

  • The service has been completed as agreed;
  • The client supplied inaccurate or incomplete information;
  • The request is made more than 21 days after service completion; or
  • Refund abuse or misuse is detected.

All refund decisions made by Tax Genius LLC are final.

10. Updates to this Policy

We may modify or update this Refund Policy at any time without prior notice.

Any updates will be reflected by a new "Effective Date" at the top of this page.

11. Contact Information

If you have any questions or would like to request a refund, please contact:

Tax Genius LLC

📧 Email: support@taxgeniusllc.com

📞 Phone: (817) 256-8068

📍 Registered in Indiana, USA

Thank you for choosing Tax Genius LLC.

We value your trust and are committed to resolving billing and refund matters fairly, transparently, and efficiently.

TaxGenius

Professional accounting services in Canada and the United States

Services

  • Tax Preparation
  • Financial Planning
  • Business Advisory
  • Bookkeeping

© 2025 TaxGenius. All rights reserved.

Registered Professional Accounting Firm - Canada & United States

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