Refund Policy

Effective Date: 03/05/2026

 

Optimal Tax Solution is committed to providing professional tax and financial consultation services. Due to the nature of professional services, the following refund policy applies.

 

Deposits

Certain services may require a non-refundable deposit prior to beginning work. Deposits secure your service appointment and cover administrative preparation.

 

Tax Preparation Services

Once tax preparation work has begun, fees are generally non-refundable due to the time and professional effort invested.

Refunds will not be issued after:

 

Tax returns have been completed

Tax returns have been electronically filed

Documents have been submitted for processing

 

Credit Consultation Services

Credit consultation services involve professional analysis and strategic guidance. Because work begins immediately upon enrollment, fees for credit consultation programs are non-refundable once services have commenced.

 

Client Responsibility

Clients are responsible for providing accurate and complete information. Refunds will not be issued due to:

 

Client failure to provide necessary documentation

Client dissatisfaction with outcomes beyond our control

Decisions made by third-party institutions (IRS, credit bureaus, lenders, etc.)

 

Exceptional Circumstances

Refund requests may be reviewed on a case-by-case basis at the discretion of Optimal Tax Solution.