This policy explains when fees paid to Ultimate Tax Preparation, LLC may be refundable. A refund of our service fees is separate from any federal or state tax refund.

Payment Terms

Cash payment and other amounts due directly to us must be paid before a completed return is submitted. When an approved Pay Later option is used, authorized preparation fees and applicable third-party charges may be deducted from the client’s tax refund. Pay Later products are offered by third-party providers and are subject to their approval, terms, availability, and fees.

Cancellation Before Filing

A client may ask in writing to cancel tax-preparation services before a return is electronically filed. We may retain a reasonable amount for work already completed, consultations provided, documents reviewed, and costs already incurred. Any unearned portion of a prepaid service fee will be refunded when required under this policy and applicable law.

When Preparation Fees Become Final

Tax-preparation fees are final and nonrefundable after all of the following have occurred:

1. The completed return has been provided to or reviewed with the client;
2. The client has reviewed and approved the return and signed the applicable electronic-filing authorization; and
3. The return has been transmitted and accepted by the IRS or applicable state taxing authority.

IRS or state acceptance means only that the return was accepted for processing. It does not guarantee the amount or timing of a refund, prevent an audit or notice, or confirm final eligibility for any tax position, credit, or deduction.

Rejected Returns and Corrections

A rejected electronic return does not automatically qualify for a refund. We will explain the rejection and identify information or action needed to correct it. If a rejection or material error is caused solely by our preparation error, we will make a reasonable correction and retransmit the return without an additional preparation charge. Additional fees may apply when a correction results from incomplete, inaccurate, late, or newly supplied client information, or when extra forms or services are required.

Third-Party and Bank Product Fees

Bank-product, refund-transfer, card-processing, portal, and other third-party fees are controlled by the applicable provider and may be nonrefundable under that provider’s terms. Ultimate Tax Preparation, LLC does not control a third party’s approval decisions, processing times, or refund rules.

Duplicate or Unauthorized Payments

Please contact us promptly about a suspected duplicate or unauthorized payment. We will review our records and, when appropriate, issue a correction or refund to the original payment method. We may request documentation needed to verify the transaction.

No Waiver of Legal Rights

Nothing in this policy limits rights or remedies that cannot legally be waived. If any part of this policy conflicts with applicable law, the law will control.

Contact

To request cancellation or ask about a payment, contact us in writing and include your name, contact information, service requested, payment date, and a brief explanation.

Ultimate Tax Preparation, LLC
2139 N University Drive, Unit 2421
Coral Springs, FL 33071
support@ultimatetaxpreparation.com
(954) 304-0015