Refund policy

At D&S Tax Financial Solutions, we are committed to providing professional, high-quality financial services. Due to the time, expertise, and personalized nature of our work, please review our refund policy carefully.

Professional Services

All payments for tax preparation, bookkeeping, payroll, business formation, consultations, credit-related services, mentorship, and other professional services are non-refundable once work has begun.

Consultations

Consultation fees are non-refundable, regardless of whether you choose to move forward with additional services.

Tax Preparation

Once your tax return has been prepared, reviewed, or electronically filed, no refunds will be issued for tax preparation fees.

Business Formation

State filing fees, government fees, and third-party processing fees are non-refundable. Any work completed before cancellation is also non-refundable.

Digital Products

Due to the nature of digital downloads, all digital product sales are final. No refunds, exchanges, or credits will be issued once a digital product has been purchased.

Monthly Services

Clients enrolled in recurring bookkeeping, payroll, or other monthly services may cancel future services by providing written notice before the next billing cycle. No refunds will be issued for services already completed or currently in progress.

Client Satisfaction

If you have questions or concerns about your service, please contact us as soon as possible. We are committed to working with our clients to address any service-related concerns whenever possible.