Refund Policy
O&C Accounting Services LLC
Effective Date: 06/27/25
At O&C Accounting Services LLC, we value transparency and professionalism in all client interactions. The following Refund Policy outlines the terms and conditions under which refunds may or may not be issued.
Service Fees Are Non-Refundable
All payments for services provided by O&C Accounting Services LLC are non-refundable. This includes, but is not limited to:
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Federal and State income tax preparation (e.g., Form 1040 and related schedules)
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Financial advising services
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Notary and official document services
Once services are rendered and/or documents are prepared or notarized, the associated fees are final and non-refundable regardless of the outcome or client satisfaction
Tax Refund vs. Service Fee
Please note that a client’s tax refund amount is determined by the information provided and applicable tax laws. It is not related to service fees paid to O&C Accounting Services LLC. If a client is dissatisfied with the tax refund issued by federal or state authorities, no portion of the preparation or filing fee will be refunded, unless an error was made by our preparer and not due to inaccurate or incomplete client-provided information.
Notary services
Once a document has been notarized, it is considered a final and completed service. Notary fees are non-refundable under all circumstances, including dissatisfaction with the document content, formatting, or purpose, which remains the responsibility of the document originator.
Schedule and Form Fees
Additional fees for complex tax schedules (e.g., Schedules A, C, E) or supplemental forms are clearly disclosed prior to filing. These fees are non-refundable, even if a client later amends or discontinues their filing
Cancellation and No-Show Policy
Appointments canceled less than 24 hours in advance, or client no-shows, may incur a cancellation fee or may forfeit any deposit. If a deposit was made in advance toward a service, it is non-refundable.