Refund Policy

1. General Policy

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Krugrealestatetax.com ("we," "us," or "our") provides professional tax planning, bookkeeping, and tax preparation services, as well as digital product sales. Due to the nature of our personalized services, refunds are handled on a case-by-case basis, with specific guidelines for each service type. We strive to provide excellent service and address any concerns promptly.

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2. Service-Specific Refund Guidelines

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• Initial Consultation (Strategy Session):

  • The Strategy Session is free so no refunds applicable. 

• Comprehensive Tax Planning Services:

  • Refunds for comprehensive tax planning services will be prorated based on the percentage of work completed at the time of cancellation.

  • Work completed includes, but is not limited to:

    • Client meetings and consultations.

    • Document review and analysis.

    • Research and plan development.

    • Preparation of tax planning documents.

  • Non-refundable expenses may include third-party software fees, document preparation fees, and other out-of-pocket costs incurred by Krugrealestatetax.com.

• Specific Tax Planning Consultations:

  • Refunds for specific consultations (e.g., entity structuring, tax strategy analysis) will be considered on a case-by-case basis, taking into account the time and effort expended.

  • Once a consultation has taken place, refunds are unlikely.

• Document Review and Analysis:

  • Once the review or analysis of submitted documentation has commenced, refunds will typically not be issued.

• Monthly Bookkeeping Services:

  • Bookkeeping services are provided on a monthly subscription basis.

  • Refunds for monthly fees will be prorated based on the portion of the month during which services were provided.

  • If cancellation occurs mid-month, you will be refunded for the unused portion of that month.

  • Any setup fees related to onboarding are non-refundable.

• Tax Preparation Services (Per Tax Form):

  • Tax preparation fees are charged per tax form.

  • Once tax form preparation has begun, refunds will be considered on a case-by-case basis, taking into account the work completed.

  • If the client cancels after the tax form has been submitted to the relevant tax authorities, no refund will be issued.

• Tax Savings Toolkit (Google Sheet):

  • Due to the digital nature of the tax savings toolkit (Google Sheet) and its immediate availability upon purchase, this product is non-refundable.

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3. Refund Requests

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• All refund requests must be submitted in writing via email to cameron@krugrealestatetax.com.

• Please include the following information in your refund request:

  • Your name and contact information.

  • The date of service or purchase.

  • A detailed explanation of the reason for your refund request.

  • Any supporting documentation.

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4. Dispute Resolution

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• We will make every effort to resolve refund disputes amicably.

• If a resolution cannot be reached, we may consider mediation or other alternative dispute resolution methods.

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5. Limitations

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• We reserve the right to refuse a refund if we determine that the request is unreasonable or fraudulent.

• This refund policy does not affect your statutory rights.

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6. Changes to This Policy

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• We may update this refund policy from time to time. We will notify you of any changes by posting the new policy on our website.  

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7. Contact Us

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If you have any questions about this refund policy, please contact us at:  

• Email: cameron@krugrealestatetax.com