Refund & Cancellation Policy

1. Service Model

Every service we provide—including bookkeeping cleanup, tax preparation, financial advisory, entity setup, and loan consultation—is structured as a one-time engagement with a defined scope and fixed or project-based fee. There are no auto-renewals and no recurring charges after the engagement is complete.

2. Cancellation & Refund Terms

For one-time projects and tax preparation engagements:

• Pre-Work Cancellation: If you cancel within 48 hours of engagement and before our advisory team has initiated document review or project work, a 100% refund of your payment will be issued.
• Work-in-Progress: If work has already commenced, fees will be prorated based on recorded hours and completed milestones, with any unused portion of your payment returned.
• Completed Deliverables: Once tax returns have been finalized and filed with the IRS/state, or finalized books and deliverables have been delivered, project fees are strictly non-refundable due to the specialized professional labor expended.

3. Accuracy & Reconciliation Guarantee

If an error in bookkeeping calculation or tax preparation is attributable solely to Doxo Promo, we will immediately rectify the discrepancy, submit amended schedules at zero additional charge, and reimburse any directly resulting IRS or state administrative late penalties.

4. How to Request a Cancellation or Refund

To request an adjustment, billing review, or cancellation, please email our billing department with your entity name and invoice number: