Refund Policy

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Tax preparation fees are charged for the time, work, review, and professional service involved in preparing your tax return. Payment is due in full once you authorize Gregg Katz, aka Gregg The Tax Guy, to begin preparing your return.

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Because tax preparation results are based on the information provided by the client and the tax laws that apply to that information, fees are not based on whether a refund is received, whether a balance is owed, or whether the client is satisfied with the final tax outcome.

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Once work has begun, all tax preparation fees are non-refundable. This includes situations where the completed return shows a lower refund than expected, no refund, a balance due, or an outcome different from what the client anticipated.

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If an error is made in the preparation of the return, Gregg Katz, aka Gregg The Tax Guy, will review the issue and make reasonable corrections related to the original preparation at no additional charge. This does not include changes caused by missing, incomplete, incorrect, or later-provided client information.

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By submitting documents and authorizing preparation, the client understands and agrees that payment in full is expected for services performed and that tax preparation fees are non-refundable.