Reply To: Just starting- what should or should not be included my refund policy?

Home Forums Member Forum Just starting- what should or should not be included my refund policy? Reply To: Just starting- what should or should not be included my refund policy?

#12567
Eric Green
Keymaster

Josh we take “retainers” and our retainer agreement states that unused funds are returned at the end of the engagement. If it is a flat fee then it is earned when we are done and that is it. What I would not do is ever guarantee results: it is simply too risky to guarantee results in this area, especially when you cannot control what the taxpayer does/has done or will do – like maintaining tax compliance.