REFUND POLICY

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Prime Tax Strategies LLC is committed to delivering quality service. Please review our refund policy carefully before engaging our services or purchasing any product.

Tax Preparation Services

- Because tax preparation involves professional time, analysis, and IRS filing, fees for completed and filed tax returns are non-refundable.

- If you decide not to proceed after a quote has been provided but before preparation has begun, no fee will be charged.

- If preparation has begun but the return has not been filed, a partial fee may apply to cover work already completed. The amount will be communicated to you before any charge is finalized.

Bookkeeping Services

- Bookkeeping services are billed monthly. Fees for months in which services have already been rendered are non-refundable.

- You may cancel your bookkeeping subscription at any time with 30 days' written notice. Cancellation takes effect at the end of the current billing cycle.

- The one-time onboarding fee is non-refundable once onboarding has commenced.

Tax Advisory and Strategy Sessions

- The one-time Tax Strategy Session fee of $197 is non-refundable once the session has been conducted.

- If you need to reschedule, please do so at least 24 hours in advance. Sessions cancelled with less than 24 hours' notice or no-shows may forfeit the session fee.

- Monthly advisory retainer fees (Growth Tax Advisory at $275/month, Premier Tax Advisory at $450/month) are billed in advance. Fees for the current billing period are non-refundable. You may cancel your retainer with 30 days' written notice, subject to any minimum commitment terms in your engagement agreement.

Digital Products

- Purchases of digital products, including the "Start a Tax Business" guide ($97), are non-refundable once the product has been delivered or download access has been provided.

- If you experience a technical issue preventing access to a purchased product, contact us and we will resolve the issue promptly.

Requesting a Refund

If you believe a refund is warranted under the terms above, contact us within 14 days of the charge:

Prime Tax Strategies LLC

Email: [email protected]

Phone: 618-538-1490

All refund requests are reviewed on a case-by-case basis. Approved refunds are processed to the original payment method within 7–10 business days.

Disputes

If you are unsatisfied with any service, we encourage you to contact us directly before initiating a payment dispute. We are committed to resolving concerns promptly and fairly.