Fees depend on the scope, complexity, records provided, service level, and additional work required. A quoted fee may change when the actual facts, documentation, number of forms, entities, states, transactions, or required services materially differ from the information originally used to provide the quote.
Payment terms may be stated in an invoice, proposal, service agreement, engagement agreement, appointment-booking process, checkout page, subscription enrollment, or other applicable documentation. Depending on the service, LVP may require payment when an appointment is booked, advance payment, a non-refundable deposit, payment before tax preparation begins, payment before filing or delivery, monthly recurring payments, or another disclosed payment arrangement.
Unless LVP expressly states otherwise in writing, all deposits paid to LVP are non-refundable once received. A deposit reserves LVP’s time, availability, or services and may be applied toward the applicable service when specified. If a service requires a deposit, the amount and payment terms will be disclosed before payment.
Any payment required to reserve an appointment is non-refundable. The payment secures the appointment time and LVP’s availability for that scheduled period. Clients may reschedule in accordance with procedures communicated by LVP, but the appointment-reservation payment itself is not refundable.
LVP does not currently charge a separate no-show fee. However, any payment already made to reserve an appointment remains non-refundable if the client does not attend the scheduled appointment.
Tax preparation services may be canceled before the tax-preparation process begins, subject to any applicable non-refundable appointment payment or deposit. Once LVP begins preparing a tax return using information and documents supplied by the client, professional work has commenced and amounts attributable to work performed are non-refundable.
Once the tax return has been prepared and the tax-preparation work is complete, the full tax-preparation fee is due and non-refundable. A client may not obtain a refund for completed tax-preparation services merely because the client decides not to file the return, chooses another preparer, changes his or her mind, disagrees with the expected refund or balance due, experiences a government processing delay, or later determines that additional information must be supplied.
Except for non-refundable deposits, appointment-reservation payments, and other amounts expressly identified as non-refundable, a client may be eligible for a refund for professional services paid in advance that have not yet commenced or been performed. Once work has commenced, the portion of fees attributable to work already performed is non-refundable. Once the contracted service is complete, the applicable professional service fee is non-refundable except where otherwise required by law or expressly agreed to by LVP in writing.
Recurring services may include bookkeeping, accounting support, tax planning, business support, payroll-related support, advisory services, or other services offered on a recurring basis. Unless otherwise stated in a written agreement, recurring services are month-to-month and do not require a long-term contract.
Clients must provide LVP with at least 14 days’ written notice before the next scheduled billing date to cancel a recurring service before the next billing period. If cancellation notice is received fewer than 14 days before the next billing date, the next scheduled payment may still become due or be processed, and the cancellation will take effect for the following billing period. Cancellation stops future service periods after the effective cancellation date and does not create a refund for a service period that has already begun.
For monthly, weekly, or other recurring services, the client’s first payment is payment for the initial service period rather than a refundable security deposit unless LVP specifically states otherwise. Once the first payment has been made and LVP has commenced work for that service period, the payment is non-refundable.
Payments for a billing period in which services have already commenced or been performed are non-refundable. Clients remain responsible for fees applicable to services performed before the effective cancellation date. Cancellation applies prospectively and does not retroactively cancel work already performed.
Additional cleanup, research, amended work, notice response, catch-up bookkeeping, additional forms or schedules, additional businesses or states, rework caused by incomplete information, or services outside the original scope may require additional fees. LVP will communicate additional charges as appropriate.
Government filing fees, registration fees, payment-processing charges, software charges, and other third-party costs paid or incurred on a client’s behalf may be non-refundable once submitted or incurred, regardless of whether the underlying application, registration, or filing is approved.
Clients who believe LVP made an error or who have a concern regarding services should contact LVP promptly so the matter can be reviewed. Any correction, refund, credit, reperformance of services, or other remedy will be determined based on the circumstances, the applicable service agreement, work already performed, and applicable law.
LVP’s refund policy applies to fees paid to LVP Accounting and Taxes LLC. It does not refer to federal or state income-tax refunds. Tax refunds are determined, approved, processed, offset, delayed, or denied by the applicable taxing authority. LVP cannot guarantee a tax refund amount or payment date.
Clients are encouraged to contact LVP first regarding billing concerns so LVP has an opportunity to investigate and address the issue. Nothing in this policy limits rights a consumer may have under applicable law.
