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Refund Policy

Refund Policy

Refund Policy for B&B Advisors Firm

1. General Refund Policy
At B&B Advisors Firm, we are committed to delivering high-quality tax preparation services tailored to your specific needs. Due to the nature of tax services, all sales are final, and refunds are generally not available once work has begun. However, we do offer limited refund options under specific conditions as outlined below.

2. Refund Eligibility
Refunds may be considered under the following circumstances:

  • Service Cancellation Before Work Begins:

    • If you cancel your service before any work has been performed, you may be eligible for a full refund, minus any applicable processing fees.

  • Duplicate Payments:

    • If you are accidentally charged more than once for the same service, we will issue a full refund for the duplicate charge.

  • Firm-Initiated Cancellations:

    • If we are unable to complete your tax return due to unforeseen circumstances on our end, a full or partial refund may be provided based on the amount of work completed.
       

3. No Refund Situations
Refunds will not be provided under the following circumstances:

  • Client-Initiated Cancellation After Work Has Begun:

    • Once we have started preparing your tax return, we cannot offer a refund, as our time and expertise have already been allocated.

  • Errors or Omissions Due to Client-Provided Information:

    • If errors in your tax return result from incomplete, inaccurate, or misleading information provided by you, no refund will be issued.

  • Dissatisfaction with Refund or Tax Liability Outcome:

    • We cannot guarantee specific tax refund amounts or tax liability outcomes. Dissatisfaction with the final tax result does not qualify for a refund.
       

4. Modification or Rescheduling of Services
If you need to modify or reschedule a service before work begins, we will work with you to apply any payments made toward a different service package, subject to availability.

5. How to Request a Refund
To request a refund, please contact us at:
📧 Email: cbarronadvisor@gmail.com 
📞 Phone: (747)-877-8250

Include your name, service package purchased, and the reason for your refund request. Refund requests will be reviewed within 7 business days, and approved refunds will be processed back to the original payment method within 10 business days.

6. Changes to Refund Policy
We reserve the right to update or modify this refund policy at any time. Any changes will be posted on our website and will apply to future service purchases.

By purchasing our tax services, you acknowledge and agree to this refund policy.

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