Balanced Equation has a no refund policy once work has begun. For tax return preparation only engagements, we are committed to providing you with quality service and we will correct any problems that may arise with your returns, however, there is no refund once you have paid for your tax return and we have begun work. Additionally, a separate engagement letter will be signed by you prior to commencement of work which further outlines your responsibilities as the taxpayer and ours as the preparer.


For monthly accounting services clients, we require 30 days written notice to cancel recurring charges. There are no refunds once work has begun.