At EWM Tax LLC , we are committed to providing professional tax preparation, consulting, and advisory services in accordance with IRS regulations and ethical standards applicable to Enrolled Agents (EA) and IRS-authorized tax return preparers. This Refund Policy outlines the terms under which refunds may be considered.
Nature of Services
- Fees charged by EWM Tax LLC are for professional services rendered, including tax return preparation, tax consulting, compliance review, representation, and related advisory services
- Due to the professional and time-based nature of these services, fees are generally non-refundable once services have commenced
We collect information only to the extent necessary to perform requested services and meet legal obligations.
Eligibility for Refunds
Refunds may be considered only under the following limited circumstances:
- Duplicate or excess payments made in error
- Services not initiated by EWM Tax LLC
- Engagements cancelled by us prior to the commencement of work
Any approved refund will be issued at the sole discretion of EWM Tax LLC.
Non-Refundable Situations
Refunds will not be provided in the following cases:
- Dissatisfaction with tax outcomes, including refund amounts, balances due, penalties, or interest assessed by tax authorities
- Changes in tax laws, IRS interpretations, or government processing delays
- Client failure to provide complete, accurate, or timely information
- Services already rendered, including but not limited to tax return preparation, filings, amendments, consultations, or IRS correspondence handling
- Rejection, delay, or audit initiated by the IRS or any tax authority
Accuracy & Corrections
- If an error is identified that is solely attributable to EWM Tax LLC, we will correct the error at no additional professional fee, subject to applicable laws and engagement terms
- This corrective action does not constitute a refund of professional fees
Third-Party Fees
- Government filing fees, IRS payments, state fees, bank charges, and third-party service costs are non-refundable under all circumstances
Chargebacks & Disputes
- Clients agree to contact EWM Tax LLC directly to resolve any billing concerns before initiating a chargeback or payment dispute
- Unauthorized chargebacks may result in immediate suspension of services and may be reported to payment processors
Refund Processing
- Approved refunds, if any, will be processed using the original method of payment
- Processing times may vary based on financial institutions and payment providers
Policy Modifications
EWM Tax LLC reserves the right to modify or update this Refund Policy at any time without prior notice to ensure continued compliance with applicable laws and professional standards.
Contact Information
For questions regarding this Refund Policy, please contact:: info@ewealthmax.com
