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REFUND POLICY


All refund requests must be submitted in writing and are subject to management review.

Initial Consultation Fees

Consultation fees are non-refundable once the consultation has taken place.

This applies whether the consultation is conducted by phone, video call, in person, email, online meeting, or any other communication method.

Tax Preparation and Professional Service Fees

A client engagement shall be considered commenced once any of the following occurs:

  • Consultation has been completed.
  • Client intake has been reviewed.
  • Tax documents have been received or reviewed.
  • Tax analysis has commenced.
  • Tax return preparation has started.
  • Bookkeeping review or cleanup has started.
  • Tax planning or advisory work has commenced.
  • IRS or state notice review has started.
  • ITIN support work has commenced.
  • Client records have been organized or evaluated.
  • Professional time or resources have been assigned to the matter.

Once services have commenced, professional service fees become non-refundable.

Tax Filing Fees and Third-Party Charges

Tax filing fees, e-filing fees, software fees, IRS fees, state tax agency fees, payment processing fees, bookkeeping software fees, mailing fees, courier fees, bank product fees, refund transfer fees, notary fees, document retrieval fees, and third-party charges are strictly non-refundable.

This applies regardless of:

  • Refund delay
  • Refund reduction
  • Refund offset
  • No refund being issued
  • Tax balance being owed
  • Filing rejection due to client information issues
  • IRS or state tax authority review
  • Audit selection
  • Tax authority adjustment
  • Client withdrawal
  • Change in tax law, policy, or filing requirement
  • Processing delays by the IRS or any state tax authority

Client Withdrawal

If a client voluntarily withdraws after work has commenced, no refund shall be issued for professional services already rendered, tax preparation work completed, document review performed, professional time expended, or costs incurred.

Tax Refund, Audit, or Filing Outcome

Refunds shall not be issued solely because:

  • A tax refund is less than expected.
  • A tax refund is delayed.
  • A tax refund is offset by the IRS, state agency, debt, child support, loan, or other obligation.
  • No refund is issued.
  • The client owes taxes.
  • A filing is selected for review or audit.
  • Additional information is requested by the IRS or a state tax authority.
  • A credit, deduction, dependent claim, business expense, or filing position is denied or adjusted.
  • Processing times exceed expectations.
  • The client disagrees with a tax authority decision.

JMDL Tax charges for professional services rendered and does not guarantee any specific refund, tax result, approval, or government decision.

Duplicate Payments and Billing Errors

Refunds may be approved for:

  • Duplicate payments
  • Overpayments
  • Verified billing errors
  • Payments made for services not yet commenced, subject to management review

Approved refunds shall be limited to the verified duplicate amount, overpaid amount, billing error amount, or eligible unused service amount.

Refund Processing

Approved refunds shall be processed within fourteen (14) to thirty (30) business days.

Refund processing times may vary depending on the payment method, bank, payment processor, card issuer, or third-party financial institution.

Right to Refuse Refund Requests

JMDL Tax reserves the right to reject refund requests where services have been rendered, tax documents prepared, documentation reviewed, professional time expended, tax analysis completed, advice provided, filings prepared, administrative work performed, or costs incurred.

Acceptance

By engaging JMDL Tax, submitting documents, authorizing work, approving a tax filing, or making payment for any tax-related service, the client acknowledges and agrees to this Refund Policy.