Refund Policy

Scenario 1

Before you send your documents

If your return relies on records only you can provide, and you request a refund before sending them, you will receive a full refund. Until your documents arrive, we cannot begin the substantive work of preparing your return.
Scenario 2

Before we start your return

If we have not yet begun preparing your return, whatever the reason, you can request a full refund. If we expect a material delay before starting, we will tell you, and the refund option stays open until preparation begins.