Refund Policy

 

At Upscale Tax Professionals, we are committed to providing high-quality, personalized financial and tax services to meet the unique needs of our clients. To ensure transparency and mutual understanding, we have established the following refund policy for all services rendered:

    

1. No Refunds Once Work Has Commenced

Once work has begun on any financial or tax-related services, no refunds will be issued. This includes but is not limited to consultations, document preparation, tax filings, and strategic planning. Our team dedicates time and resources to ensure optimal results, and therefore, once work is initiated, the service is considered delivered.

    

2. Invoices as Binding Agreements

All paid invoices between the client and Upscale Tax Professionals serve as binding agreements. By paying the invoice, the client acknowledges and agrees to the scope of services outlined in the invoice. This includes a mutual commitment to the agreed-upon services and expectations.

    

3. Service Changes & Additional Fees

If any changes are made to the scope of services, additional fees may apply based on the adjusted time, resources, or expertise required. If the invoice specifies hours of work, those hours will be adhered to. Any work exceeding the allotted hours due to scope changes will incur additional hourly fees, and the client will be notified.

This policy is designed to foster clarity and protect both our clients and our team. 

If you have any questions about this refund policy, please don’t hesitate to contact us before proceeding with services.

Effective Date: January 1, 2024 Contact Us: info@upscaletaxprofessionals.com

 

This policy ensures clarity and professionalism, while also protecting the time and effort that goes into every client relationship. Let me know if you'd like to adjust any details!