Refund Policy

Effective Date: July 2025
 

At Hyman Financial Solutions, we take pride in delivering high-quality tax, accounting, payroll, and advisory services with integrity and professionalism. Because our services are customized and based on professional time and expertise, refunds are handled in accordance with the guidelines below.

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1. Tax Preparation Services

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Fees for completed tax preparation services are non-refundable once a tax return has been reviewed, approved by the client, and filed with the relevant tax authority.

• If the return has not been filed and work is already in progress, a partial refund may be granted based on how much work has been completed.

• If you cancel after signing an engagement agreement but before significant work has begun, you may be eligible for a full refund, less a $50 administrative processing fee.

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2. Bookkeeping, Payroll, and Monthly Accounting Services

 

Monthly service fees are non-refundable once work has begun for the billing period.

• To cancel future services, written notice must be provided at least 7 days before the next billing cycle to avoid new charges.

• For prepaid packages, a prorated refund may be available if services are canceled early. This will be calculated based on work completed and may be subject to an administrative fee.

 

3. Business Services and Advisory Solutions

 

For project-based or retainer services such as business formation, compliance reviews, or financial strategy, refunds depend on the stage of the project.

• A full refund is available if cancellation occurs before any work has started.

• If the project is already in progress, a partial refund may be issued based on the percentage of work completed.

 

4. Consultations and Digital Products

 

Payments for consultations, strategy sessions, or digital products such as tax organizers, templates, or financial checklists are non-refundable once the service has been delivered or the product downloaded.

• If you need to reschedule a consultation, please provide at least 24 hours’ notice to avoid forfeiting the session.

 

5. Service Errors and Client Satisfaction

 

If a service error or omission is identified and is determined to be caused by our firm, we will correct the issue at no additional cost.

• Requests for refunds based on dissatisfaction not related to a service error will be considered on a case-by-case basis.

 

6. How to Request a Refund

 

All refund requests must be submitted in writing and include the following information:

• Your full name

• The type of service

• The date the service was provided

• A detailed explanation of the reason for the refund request

Please contact us at:
Email: support@hymanfinancial.com | Phone: (708) 858-3673

We aim to respond to all refund inquiries within three (3) business days.

 

7. Changes to This Policy

 

We reserve the right to update this refund policy at any time. Any revisions will be posted on this page with an updated Effective Date.

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Hyman Financial Solutions LLC
Based in Chicago, IL | Serving clients remotely across the United States
www.hymanfinancial.com |  info@hymanfinancial.com