Refund Policy

All Fees Are Final Once Work Has Begun

All fees paid to the Company are non-refundable once any portion of work has begun, including but not limited to:

• intake review

• document analysis

• preliminary calculations

• portal setup

• bookkeeping categorization

• compliance checks

• tax return preparation

Professional service time is billable even if you decide not to proceed, change your mind, or fail to provide required documents.

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Tax Preparation Fees Are Non-Refundable

Refunds will not be issued due to:

• disagreement with IRS or state tax determinations

• dissatisfaction with refund amounts or balances owed

• delays caused by the IRS, state agencies, or third parties

• incomplete, inaccurate, or late documents provided by the client

• changes in personal circumstances

If an error is made solely by the Company, we will correct the filing at no additional cost. Corrections do not constitute grounds for a refund.

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Accounting, Bookkeeping & Payroll Services

For ongoing or monthly services:

• All fees are non-refundable after the billing cycle begins

• Completed or partially completed work cannot be reversed

• Mid-cycle cancellations take effect the next billing period

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Consultations

Consultation fees are strictly non-refundable.
If noted at booking, a credit may be applied to future services solely at the Company’s discretion.

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Digital Products, Templates & Forms

All digital products, downloads, templates, and delivered materials are final sale and non-returnable, regardless of usage or outcome.

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Client Duty to Cooperate

You agree to:

• provide complete, accurate documents

• respond in a timely manner

• maintain access to email and the client portal

• comply with filing deadlines

• answer follow-up questions or requests for clarification

Failure to cooperate is not a basis for a refund and may delay or halt services.

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Unauthorized Chargebacks & Payment Disputes

Initiating a chargeback or dispute without first contacting the Company in writing constitutes a breach of contract.

The Company reserves the right to:

• dispute chargebacks with full documentation

• recover all fees owed

• pursue reimbursement for administrative, collection, and legal costs

• suspend or terminate current or future services

• decline future engagements with the client

Knowingly filing an invalid dispute may be considered fraudulent activity.

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Right to Refuse or Terminate Service

The Company may refuse or discontinue services to clients who:

• threaten or file unauthorized disputes

• provide fraudulent or falsified documents

• ignore compliance requirements

• engage in abusive, hostile, or unprofessional behavior

No refunds will be issued for services terminated due to client misconduct.

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Contact Information

All refund-related inquiries must be submitted in writing:

Email: refund@mmnaccounting.com
Phone: (insert number)

A written response will be provided within a reasonable timeframe.

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Policy Acceptance

By paying for services, submitting documents, booking appointments, or accessing the client portal, you acknowledge that you have read, understood, and agree to this Refund Policy in full.