Refund Policy
General Policy
Fees paid to Clean Financial Group are for professional services rendered, not for a specific outcome (see our Terms of Service — no guarantee of outcome). Because tax preparation and IRS representation work begins as soon as your case is opened, refund eligibility depends on how much work has been completed at the time of a cancellation request.
Refund Eligibility by Stage
| Stage at time of cancellation | Refund |
|---|---|
| Before any document has been reviewed by a preparer | Full refund |
| After document review has begun, but before a draft return or response letter has been prepared | 75% refund |
| After a draft return or draft IRS response has been prepared, but before filing/submission | 25% refund, or a reduced fee reflecting work completed |
| After a return has been filed, or a response has been submitted to the IRS | No refund — the service has been fully performed |
Non-Refundable Items
Fees for services already completed and delivered, and any third-party costs already incurred on your behalf, are non-refundable. We never refund taxes, penalties, or interest owed to the IRS or a state tax authority — those remain the client's own liability regardless of the outcome of our engagement.
IRS Representation Cases
Refunds for IRS representation engagements are evaluated based on the stage and complexity of work actually performed, since these cases vary significantly in length.
How to Request a Refund
Contact makjoylouis@gmail.com with your name and case details. Refund requests are reviewed within 5 business days.
Changes to This Policy
This policy may be updated from time to time; the version in effect at the time you engaged us governs your engagement unless otherwise agreed in writing.