Sales & Refunds

Our policies regarding sales, refunds, and client obligations for IdealTax services.

Refund and Cancellation Policy

Any Client seeking a refund or cancellation of their contract must do so in writing within 48 hours of the signing of their contract.

Client Responsibilities

Clients agree to respond promptly and fully, within ten (10) days, of Ideal Tax request for information or documents. If Client fails to respond to Ideal Tax's requests for information or documents, Ideal Tax may, at its sole discretion, terminate any representation or services due the Client's failure to comply to terms of the signed Agreement.

Service Fees and Payment Terms

Clients, by signing our Service Agreement, agree to pay Ideal Tax fees for its services as indicated herein for the representation or services provided by Ideal Tax. The Fixed Fee applies to all services or representations. Clients agree that the Total Fixed Fee is fully earned upon execution of this Agreement.

Credit Card Payment Policy

Client agree that if paying by Credit Card, NOT to seek a refund or chargeback of the Fee charged to the Credit Card under any circumstances.

Service Commitment

Ideal Tax, upon execution of the signed Agreement, agrees to provide the services, or representation, agreed upon under Agreement subject only to the terms and conditions of the Agreement. The services or representations to be provided by Ideal Tax are listed in the Agreement provided to Clients.

Contact for Questions

For questions about our sales and refund policies:

Phone: (877) 518-2860

Email: customercare@idealtax.com

Hours: Monday-Friday, 8AM-6PM PST