Refund policy

Perfect 🔥 for a tax preparation / consulting business, your return policy is NOT like a retail store.

You’re selling services, not products — so this needs to be a Service Refund Policy.

It must protect her legally while still sounding professional.

Below is a clean, professional policy you can paste into Shopify under:

Online Store → Pages → Add Page → Title it “Refund Policy” or “Service Policy”

💎 INFINITE TAX EXPERTS

Refund & Service Policy

Effective Date: [Insert Date]

At Infinite Tax Experts, we are committed to providing professional, accurate, and strategic tax preparation and consulting services. Due to the nature of our services, all fees are subject to the following policy:

1. Service Fees

All service fees are earned upon completion and delivery of tax preparation or consulting services. Once a tax return has been prepared, reviewed, or submitted to the IRS or applicable tax authority, fees are non-refundable.

2. Refund Policy

Because tax preparation and consulting services involve time, analysis, document review, and professional expertise, refunds are not provided once work has commenced.

If a client chooses to discontinue services before work has begun, any payments made may be reviewed for partial refund consideration at management’s discretion.

3. Tax Refund Disclaimer

Infinite Tax Experts does not guarantee specific refund amounts. Tax outcomes depend on individual financial circumstances, documentation provided, and current tax law.

4. Refund Advances

Tax refund advance products are offered through third-party financial institutions and are subject to approval. Infinite Tax Experts is not responsible for lender approval decisions, processing times, or disbursement schedules.

5. Client Responsibility

Clients are responsible for providing accurate and complete documentation. Errors resulting from inaccurate or incomplete information provided by the client may result in additional service fees.

6. Audit Support

Audit protection services include guidance and document review support. This does not include legal representation unless otherwise stated in writing.