At LLW Financial Consulting LLC, we value transparency, professionalism, and trust. Our goal is to deliver exceptional tax preparation, tax planning, and funding services. The following refund policy outlines the terms that apply to all service purchases made through our company.
7-Day Refund Policy
Eligibility for Refunds:
Clients may request a refund within 7 days of purchase if:
- No tax return has been prepared, finalized, or submitted.
- No customized tax strategy, entity review, analysis, or financial plan has been delivered.
- No funding applications, lender submissions, or credit evaluations have been initiated.
- No substantial portion of the service has been completed.
Non-Refundable Services:
The following services are non-refundable:
- Completed or submitted tax returns.
- Delivered tax strategies, funding plans, or financial assessments.
- Funding services already initiated, including lender submissions or credit pulls completed by lenders.
- Digital products such as eBooks, templates, calculators, checklists, or any downloadable tool.
- Strategy sessions or consultations that have already taken place.
Service Cancellations:
If you cancel within the 7-day window before any work has begun, you may receive a full refund. If partial work has been completed, a prorated refund may be issued at our discretion.
Corrections & Service Errors:
If an error occurs on our behalf, we will correct it promptly at no additional charge. Refunds related to service errors are evaluated case-by-case.