Refund, Credit, and Cancellation Policy

The Tax Wealth Lab · Last updated: July 20, 2026

The Tax Wealth Lab provides access to specialized software, training, consulting, onboarding, business resources, and service bureau support. Because of the nature of these services, all payments are generally nonrefundable once services have begun or access has been provided.

Management-Approved Adjustments

Any refund, credit, pricing adjustment, or account balance modification is subject to review and approval by management. Approval is not guaranteed and is based on the specific circumstances, services delivered, resources provided, and costs already incurred.

Software and Digital Products

Payments for tax software, software activation, user accounts, electronic filing access, digital courses, downloadable materials, templates, and other digital products are nonrefundable once access has been issued, activated, downloaded, or used.

Setup and Onboarding Fees

Service bureau setup, enrollment, activation, onboarding, implementation, branding, configuration, and administrative fees are nonrefundable once work has begun.

Consulting and Training Services

Consulting sessions, coaching, training, workshops, and strategy services are nonrefundable once completed. Missed appointments, or appointments canceled without proper notice, may be forfeited in accordance with the terms of the applicable agreement.

Early Termination of Services

Clients and service bureau partners may request to discontinue services at any time, subject to the terms of their agreement. We will review the work completed, services provided, software access granted, and expenses incurred through the termination date.

Any credit or adjustment is determined solely by management and may be reduced by setup fees, completed work, software costs, administrative expenses, outstanding balances, or other amounts owed.

Retainers and Prepaid Service Balances

Unused retainer or prepaid service balances may be reviewed for a possible credit or adjustment based on the original engagement terms, work already completed, resources reserved, and management approval. Retainers are not automatically refundable.

Partner and Revenue-Based Fees

Fees related to software usage, transmitted returns, bank products, partner accounts, revenue-sharing arrangements, processing, or other service bureau activity are governed by the applicable partner agreement and are not refundable once the related service or transaction has occurred.

Final Approval

All refunds, credits, and adjustments require written authorization from The Tax Wealth Lab management. Decisions are made after a careful review of the account and are considered final.

This policy allows us to provide consistent, high-quality support while maintaining a fair and transparent process for all Tax Wealth Lab clients and service bureau partners.

For questions regarding this policy, please contact us at info@taxwealthlab.com.