Refund Policy
Our fees are flat and agreed in advance, so refunds are simple: you pay for work completed, and if we make a mistake, we make it right.
Tax returns
| Situation | Refund |
|---|---|
| You cancel before we begin preparing your return | Full refund of any fee paid |
| You cancel after preparation has started but before the draft is delivered | Refund of the fee minus work completed, billed at a pro-rated share of the quoted fee |
| Draft return delivered for your review | Fee is earned; no refund, but we will make any corrections you need at no charge |
| Return e-filed or paper-filed | Non-refundable, except under the accuracy guarantee below |
Accuracy guarantee
If a return we prepared contains an error caused by us — not by incomplete or inaccurate information you provided — we will:
- prepare and file any amended return at no charge;
- reimburse penalties and interest assessed as a result of our error; and
- help you respond to the related notice at no charge.
We do not reimburse the underlying tax itself, because you would have owed it on a correct return. Claims must be made within 60 days of receiving the notice.
Monthly bookkeeping & payroll
- Monthly services may be cancelled with 30 days' written notice. There are no long-term contracts.
- If you cancel mid-month, the current month's fee is pro-rated for work not yet performed.
- If a payroll or sales tax filing we are responsible for is late because of our error, we pay the resulting penalty and interest.
Bookkeeping cleanups & planning meetings
Cleanup projects are billed in agreed milestones; you pay only for milestones completed. Planning meetings may be rescheduled or cancelled for a full refund with 48 hours' notice.
How refunds are paid
Approved refunds go to the original payment method within 7 business days. Penalty reimbursements under the accuracy guarantee are paid within 10 business days of receiving the IRS or state notice showing the amount.
How to request a refund or dispute a charge
Email support@bartelstax.us, call (954) 475-2836, or use our contact form and choose "Billing or refund question." Include your name, invoice number, and the reason for your request. We acknowledge within 1 business day, and David Bartels responds personally in writing within 5 business days. Please contact us before disputing a card charge so we can resolve it directly.