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?
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.