REFUND AGREEMENT

 Last Updated: February 07, 2023 
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YOUR FILING FEES PAYMENT & AGREEMENT. 
Under No Circumstances will any Tax Filing Fees be returned to a client for services rendered. 

ADDITIONAL terms

Note: To ensure that there are no delays in receiving your refund, please contact your financial institution to confirm that you are using the correct RTN (routing) and account number. If you or your representative enter your account information incorrectly and the funds from your Deposit Account are returned to BANK, the refund balance minus a $20 returned item processing fee will be disbursed to you via a cashier’s check to your physical address of record. Neither BANK, its Processor, or Herij Taxes shall be responsible for the misapplication of a direct deposit that results from error, negligence or malfeasance on the part of you or your representative. BANK will make every effort to deliver your refund to you. In     cases where BANK has received your refund but is unable to deliver the funds directly to you, the funds    may be held at BANK until claimed, or returned directly to the IRS or state of residency. Additional return   item and processing fees may be deducted from the refund for refunds that continue to be undeliverable  and unclaimed and must be returned to the IRS or state. The amount of additional processing fees will be determined by the efforts required and the complexity of the transaction but will not exceed $25.  

FOR PROBLEMATIC OVERPAID TAXES. (IRS return amount change, Dept/Agency tax liability refund amount change, identity verification refund hold, annual tax non-compliance refund hold, deposit account problems, etc.)
(1) Agrees to pay filing/preparation fees debited by ACH transaction from the account on record, on the IRS deposit date posted on the IRS.gov website under “Where’s My Refund” within 24 hours of deposit date or
(2) Agrees to pay filing/preparation fees debited by Direct Debit (Visa, MasterCard) from the account on record, on the IRS deposit date posted on the IRS.gov website under “Where’s My Refund” within 24 hours of deposit date or
(3) Agrees to coordinate a schedule plan within 24 hours of change notification from IRS to split filing/preparation fees into three payments as a courtesy Pay Plan. This plan is to be initiated by Direct Debit (Visa, MasterCard) from account on record to pay off the preparation services bill no later than 4/21/23.

You acknowledge that you have reviewed, and agree to be bound by, the Payment Terms and conditions. If this is a joint return, selecting indicates that both spouses agree to be bound by the terms and conditions of the Agreement.

HOW TO CONTACT US. If you have questions or comments about this Refund Policy, please contact us before you file with us.