Tax memberships and e-courses are refundable at 50% up until the third day after purchase, at the exact payment time. This policy is in place because digital courses and materials are provided during the enrollment period.
Filing non-bank products incurs a fee of $25 per return. This fee can be paid from tax preparation fees or through our automated payment link for added convenience.
Tax preparers have 15 days after the return is acknowledged by the IRS with an accepted status to submit compliance documents to receive clearance for payment. If document submitted fails compliance, tax preparers have 72 hours to submit updated ...
To ensure compliance, we require specific documents from all tax clients, including: Identification for the taxpayer. Identification for the spouse (if applicable). Identification for dependent(s) if applicable. Examples of acceptable identification ...