1. Overview
This Refund Policy explains when refunds are available for Tax Genius Pro paid services. It supplements our Terms of Service. We follow this policy in good faith and treat each refund request on its specific facts.
2. Tax Preparation Services
Refund terms for tax preparation engagements:
- If we have not yet started work on your return, you may request a full refund of any deposit paid. [CEO TO COMPLETE 2026-05-10 — confirm this is the policy.]
- If we have started work but not yet filed your return, refund eligibility is reviewed case-by-case based on hours already invested. [CEO TO COMPLETE 2026-05-10.]
- Once your return has been e-filed or accepted by the IRS, the service has been rendered and the fee is non-refundable. [CEO TO COMPLETE 2026-05-10 — confirm.]
- Refund requests for tax preparation services must be submitted within 30 days of payment. [CEO TO COMPLETE 2026-05-10 — confirm window.]
3. Academy Enrollment
Refund terms for Tax Genius Pro Academy enrollments:
- Full refund available up to 7 days before your cohort start date. [CEO TO COMPLETE 2026-05-10 — confirm.]
- Pro-rated refund available within the first 14 days of cohort start, less any materials and access fees already issued. [CEO TO COMPLETE 2026-05-10 — confirm.]
- After the first 14 days of the cohort, the enrollment fee is non-refundable. [CEO TO COMPLETE 2026-05-10 — confirm.]
- $99 deposit follows the same refund schedule as the full enrollment fee.
4. What Is Not Refundable
The following are not refundable under any circumstance:
- Tax returns that have been e-filed or accepted by the IRS
- Digital materials, recordings, or downloadable content already accessed
- Fees paid to third parties (e.g., IRS filing fees, bank product fees)
- Amounts already disputed via chargeback — those follow the chargeback process, not this policy
5. How to Request a Refund
To request a refund:
- Email [email protected] with the subject line "Refund Request."
- Include your order number, the email address on the account, and the reason for the request.
- Our team will review and respond within 5 business days.
- If approved, refunds are issued to the original payment method within 5 to 10 business days of approval.
6. If You Disagree With Our Decision
If we decline a refund and you disagree, you may escalate by emailing [email protected]. We commit to a substantive response within 10 business days. If the dispute remains unresolved, the dispute resolution process in our Terms of Service applies.
7. Changes to This Policy
We may update this Refund Policy from time to time. The version that applies to your purchase is the version in effect on the date of payment, not the most recent version. Email [email protected] if you need confirmation of which version applies to your purchase.