Refund & Service Policy
Tax Lady And Associates LLC is committed to providing professional, reliable, and quality tax, notary, training, and business services. Please review this policy carefully before purchasing any service, course, or digital product.
1. Tax Preparation Services
Due to the nature of professional tax preparation services, fees are non-refundable once tax preparation work has begun.
Refunds will not be issued because of:
- IRS or state processing delays
- A lower-than-expected tax refund
- Changes to a client's tax liability
- Incorrect or incomplete information provided by the client
- Tax credits being denied because required documentation was not provided
- Changes in federal or state tax laws
- IRS or state examination, review, or processing decisions
If Tax Lady And Associates LLC has not begun work on a service and determines that the service cannot be provided, management may approve a full or partial refund.
2. Tax School, Training & Educational Services
Payments for Tax School, Notary Signing Agent Training, continuing education, webinars, educational materials, and other training programs are non-refundable once enrollment has been processed or course materials/access have been provided.
When permitted, a student may request to transfer enrollment to a future class. Transfer requests are subject to approval and availability.
3. Digital Products & Downloads
All sales of digital products, downloadable documents, templates, educational materials, and other electronically delivered products are final once the product has been delivered or access has been provided.
If a customer experiences a technical problem accessing a purchased digital product, Tax Lady And Associates LLC should be contacted so that we can determine whether the issue can be corrected.
4. Notary & Administrative Services
Fees for completed notary services, I-9 verification services, document preparation, business services, administrative services, and other completed services are non-refundable after the service has been performed.
If a service has not yet been performed, please contact us as soon as possible regarding cancellation or rescheduling.
5. Appointment Cancellation & No-Show Policy
Clients should provide at least 24 hours' notice when canceling or rescheduling an appointment.
Late cancellations and missed appointments may be subject to a $25 cancellation or missed-appointment fee.
Same-day cancellations may also be subject to the applicable cancellation fee.
Appointments that are missed without notice are considered no-shows and are non-refundable.
6. Refund Processing
If Tax Lady And Associates LLC approves a refund, the refund will generally be returned to the original payment method used for the purchase.
Please allow 5–10 business days for an approved refund to be processed. Your bank or payment processor may require additional time before the funds appear in your account.
7. Payment Disputes & Chargebacks
If you have a concern regarding a payment or service, please contact Tax Lady And Associates LLC first so that we have an opportunity to review and resolve the issue.
Unauthorized or fraudulent chargebacks involving completed services may be disputed with the applicable payment processor and may result in additional collection or legal action when appropriate.
8. Client Responsibility
Clients are responsible for providing accurate, complete, and timely information and documentation required to perform their requested services.
Tax Lady And Associates LLC is not responsible for delays, penalties, interest, rejected claims, or other consequences resulting from inaccurate, incomplete, or late information supplied by the client.
9. Contact Us
Tax Lady And Associates LLC
Phone: 757-201-9600
Website: www.taxladyandassociates.services
Office:
1320 RICHMOND RD 1103
WILLIAMSBURG VA 23185
For questions regarding this Refund & Service Policy, cancellations, or an approved refund, please contact Tax Lady And Associates LLC at 757-201-9600.
10. Policy Changes
Tax Lady And Associates LLC reserves the right to update or modify this Refund & Service Policy when necessary. The most current version will be posted on our website.
Last Updated: September 11, 2026
