Service & Refund Policy

1. Scope of Services

Precision Point Firm provides professional tax preparation and filing services, including:

Federal and State Income Tax Return Preparation
Individual (Form 1040) Tax Preparation
Self-Employed & Schedule C Tax Filing
Small Business Tax Preparation
IRS E-Filing Services
Tax Consultation & Review Services

We do not provide investment advice, securities services, financial planning, or wealth management services.

All services are performed based on the information and documentation provided by the client.

2. Client Responsibility

Clients are responsible for:

Providing accurate and complete tax documentation
Reviewing their completed tax return before submission
Approving the final return prior to e-filing
Responding promptly to requests for additional information

Precision Point Firm is not responsible for errors resulting from incomplete, incorrect, or withheld information provided by the client.

3. Payment Terms

Payment is required:

At the time of service
OR
Before e-filing submission
Subtracted from the refund once funded

Fees are based on the complexity of the return and services required.

Payment for services constitutes agreement to these terms.

💳 Refund Policy

4. No Refund Policy for Services Rendered

Tax preparation fees are for professional services rendered.

Because tax preparation is a time-based professional service:

• Fees are non-refundable once services have begun.
• Fees are non-refundable once documents have been reviewed.
• Fees are non-refundable once tax returns have been prepared.
• Fees are non-refundable after e-filing submission.

5. Refund Amount Disclaimer

Precision Point Firm does not guarantee:

Specific refund amounts
IRS acceptance outcomes
Processing timeframes
Tax liability results

Refunds issued by the IRS or state agencies are determined solely by those agencies.

Fees are not contingent upon the amount of refund received.

6. Chargebacks & Payment Disputes

By submitting payment, the client acknowledges:

Services are professional and time-based
Fees are earned upon service initiation
Disputing charges after services are rendered violates this agreement

In the event of a payment dispute or chargeback, Precision Point Firm reserves the right to provide documentation of services rendered, client communications, and signed approvals to the payment processor.

7. Cancellation Policy

Clients may cancel before services begin for a full refund.

Once service work has started (including document review or consultation), fees become non-refundable.

8. Contact Information

Precision Point Firm
Email: info@precisionpointfirm.com
Phone: (470) 432-4413