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

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  • #12536
    joshuakrk
    Blocked

    I am just starting my business, and I need some ideas on what to include in my refund policy for customers. Thanks everyone!

    #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.

    #12606
    samantha
    Blocked

    I am a CPA. I do not use the word retainer as I am not planning to refund any money. I chop the job up into smaller parts and each part has a fee.

    #12641
    Eric Green
    Keymaster

    I agree, and we do not guarantee results

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