Last Updated: 08.20.2025

At Blueprint Tax Consulting, we take pride in delivering accurate, transparent, and results-driven tax and financial advisory services. Because most of our work is customized to each client’s situation, this policy explains when refunds or cancellations are possible.

1. Services Covered

This policy applies to services such as:

  • Tax planning, tax preparation, and filing
  • IRS / state notice assistance and representation
  • Accounting and bookkeeping support
  • Business formation and compliance advisory
  • One-on-one financial/tax consultations
  • Digital tax resources (where applicable)

2. Refund Eligibility

2.1 Professional Service Fees

Fees paid for tax preparation, filing, or advisory work are generally non-refundable once work has started, since time and expertise are allocated specifically to your file.

We may, however, issue a refund or service credit in these situations:

  • You were charged twice for the same service (duplicate payment)
  • Your service was paid for but not started within 15 business days
  • There was an administrative/billing error on our side

All such requests are reviewed on a case-by-case basis to ensure fairness.

2.2 Digital Products / Downloads

Any digital guides, templates, or resources delivered electronically are non-refundable once access has been granted.

3. Cancellations & Rescheduling

3.1 Consultations

If you need to cancel or reschedule a booked consultation, please email us at support@blueprinttaxconsulting.com at least 24 hours in advance.
Same-day cancellations or no-shows may forfeit the consultation fee.

3.2 Ongoing / Retainer Services

For monthly or recurring services, cancellations should be made in writing at least 7 business days before the next billing cycle.

4. Refund Processing

If your refund is approved, we will process it within 7–10 business days to your original payment method.
You will receive a confirmation once the refund has been issued.

5. Dispute Resolution

If you believe something is incorrect with your bill or the service delivered, please contact us first — most issues can be resolved quickly by our team. We value long-term client relationships and will review your concern promptly.

6. Contact Us

Blueprint Tax Consulting
📧 Email: support@blueprinttaxconsulting.com
📞 Phone: +1 830-521-8300
🌐 Website: www.blueprinttaxconsulting.com