Refund Policy

Refund & Cancellation Policy

Last Updated: August 24, 2026

At AirTax Solutions, we provide professional accounting, bookkeeping, tax, financial analysis, accounting software, automation, and technology consulting services to businesses and organizations.

Because our services may involve customized work, professional resources, software configuration, analysis, and project-specific deliverables, refunds and cancellations are handled according to the nature and stage of the service.

1. General Refund Policy

Unless otherwise stated in a written agreement, fees for services are generally non-refundable once work has commenced, except where a refund is required by applicable law or approved by AirTax Solutions.

Refund requests should be submitted to [email protected].

2. Initial Payments & Service Fees

Initial payments, setup fees, consultation fees, onboarding fees, and project deposits may become non-refundable once work has commenced or resources have been allocated.

If work has not started, AirTax Solutions may review the request on a case-by-case basis, subject to the applicable agreement and law.

3. Project-Based Services

For customized services, including accounting software implementation, software configuration, automation, system integration, financial analysis, reporting, and technology consulting:

  • Fees for completed work are generally non-refundable.

  • Payments covering work already performed may not be refundable.

  • Milestone payments may become non-refundable once the applicable milestone is completed.

  • Any approved refund may be adjusted for work already performed or resources already committed.

Refund decisions will be evaluated according to the applicable proposal, service agreement, invoice, or Statement of Work (SOW).

4. Recurring Services

Clients may request cancellation of recurring services by contacting [email protected].

Unless otherwise stated in the applicable agreement, cancellation normally takes effect at the end of the current paid billing period. Fees for a billing period that has already started are generally non-refundable.

5. Accounting, Tax & Financial Services

For bookkeeping, accounting, tax preparation, financial analysis, reporting, consulting, or similar professional services, fees associated with work already performed are generally non-refundable.

If cancellation occurs before scheduled work begins, AirTax Solutions may review whether any unused prepaid amount is eligible for a refund.

6. Client-Caused Delays or Cancellations

Refunds may not be available when delays or cancellation result from the client, including failure to:

  • Provide required information or documentation.

  • Provide necessary system or software access.

  • Provide timely approvals or feedback.

  • Meet agreed project requirements.

  • Respond within a reasonable period.

  • Maintain agreed account or service requirements.

7. Service Concerns

If you believe a service has not been delivered according to the applicable agreement, please contact us promptly at [email protected].

We will review the matter and, where appropriate, work with you toward a reasonable resolution consistent with the applicable agreement.

8. Refund Request Process

Refund requests should include:

  • Client name

  • Company name, if applicable

  • Invoice or transaction number

  • Payment date

  • Service purchased

  • Reason for the request

  • Relevant supporting information

Additional information may be requested before a refund decision is made.

9. Refund Processing

If a refund is approved, it will generally be issued to the original payment method where reasonably possible.

Processing times may vary depending on the payment processor, bank, card network, or financial institution. AirTax Solutions is not responsible for delays caused by third-party financial institutions or payment processors.

10. Payment Disputes

Clients are encouraged to contact AirTax Solutions before initiating a payment dispute or chargeback so that we have an opportunity to review and resolve the matter.

Nothing in this policy limits any rights that cannot legally be waived.

11. Legal Rights

This policy does not limit any mandatory refund, cancellation, consumer-protection, or other rights provided under applicable law. Where applicable law provides greater rights, those requirements will apply.

12. Policy Changes

AirTax Solutions may update this Refund & Cancellation Policy from time to time. The latest version will be published on our website with the applicable effective date.

13. Contact Us

For refund, cancellation, billing, or service-related questions:

AirTax Solutions
Email: [email protected]