REFUND POLICY

Last Updated: 12/5/2025

Five Star Virtual Accounting provides professional tax, bookkeeping, and business support services. All work requires significant time, expertise, and preparation.
For this reason, all service fees are non-refundable after work has begun.

1. Tax Preparation Fees

Fees are non-refundable once:

• Any portion of the tax return has been prepared

• Analysis or document review has started

• IRS forms or schedules have been created

• A consultation related to your return has occurred

If you decide not to file the return after work has begun, the preparation fee remains due.

2. Bookkeeping Services

Bookkeeping fees are non-refundable once:

• Transactions have been reviewed or categorized

• Cleanup processes have started

• Month-end reports have been generated

Monthly subscriptions already paid are not refunded.

3. Consultations and Advisory Sessions

All consultations (virtual or phone) are non-refundable once completed.
Missed appointments may be rescheduled once at no charge.

4. Overpayment or Billing Errors

If a billing mistake is made on our side, we will issue a correction or refund promptly.

5. No Refunds for Client Delay

Refunds are not issued if:

• The client fails to provide documents

• The client stops responding

• The client decides not to move forward after work is completed

6. Filing Guarantee

We do not guarantee specific IRS outcomes, refunds, or tax liability results.