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:
- Before we start: If you paid a deposit or fee but we have not begun work on your return, you can cancel and get a full refund of everything you paid.
- After we start, before we file: If we have started your return but have not filed it yet, we refund the unused part of your fee. We keep only a fair amount for the hours already worked, and we will send you that breakdown.
- After your return is filed: Once we send your return to the IRS (e-filed or accepted), the work is complete and the fee cannot be refunded. If a filed return has an error we caused, we fix it for free under our Preparer Error Commitment — that is handled separately from a refund.
- How and when to ask: Send refund requests within 30 days of your payment to [email protected] with the subject "Refund Request." The "after your return is filed" rule above still applies even inside those 30 days.
3. Academy Enrollment
Refund terms for Tax Genius Pro Academy enrollments:
- Full refund available up to 7 days before your class start date.
- Pro-rated refund available within the first 14 days of the class, less any materials and access fees already issued.
- After the first 14 days of the class, the enrollment fee is non-refundable.
- $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.