REFUND & CANCELLATION POLICY
Effective Date:Â July 24, 025
Last Updated:Â September 9, 2026
Tax Control Group is operated by DreamChild International Incorporated.
This Refund & Cancellation Policy explains the general refund and cancellation rules applicable to Tax Control Group products and services.
Because Tax Control Group offers different types of products and professional services, refund and cancellation terms may differ depending on what was purchased.
Specific terms presented in an applicable engagement agreement, proposal, checkout, order form or other service-specific documentation may supplement this Policy. Where legally permitted, more specific terms applicable to a particular purchase or engagement may control in the event of a conflict.
1. PROFESSIONAL TAX AND BUSINESS SERVICES
Professional services may include, depending upon the engagement:
- Tax Control Starter™;
- tax diagnostics and reviews;
- tax planning;
- tax preparation;
- amended-return preparation;
- bookkeeping diagnostics;
- bookkeeping cleanup or reconstruction;
- business tax-system services;
- compliance-related services;
- tax-notice reviews;
- consultations;
- other individualized tax or business services.
Fees paid for professional services compensate Tax Control Group for reserving capacity, reviewing information, performing work and delivering the agreed service.
Before work begins
If a client requests cancellation before substantive work has begun, any refund eligibility will be determined according to the applicable engagement terms, work already performed, administrative or processing costs where lawfully applicable, and other relevant circumstances.
After work begins
Once substantive professional work has begun, fees attributable to work already performed are generally not refundable.
If an engagement is terminated before completion, Tax Control Group may determine what portion, if any, of amounts paid relates to services not yet performed, subject to the applicable agreement and law.
After the agreed service has been substantially or fully delivered
Fees for completed professional services are generally nonrefundable except where otherwise required by law or expressly provided by the applicable agreement.
2. TAX CONTROL STARTER™ AND OTHER FIXED-SCOPE REVIEWS
Fixed-scope reviews may involve multiple stages, including:
- intake;
- information gathering;
- document review;
- professional analysis;
- preparation of findings or deliverables;
- a scheduled review session;
- recommended next steps.
Because professional work may begin before the final meeting occurs, failure to attend the final session does not mean that no service has been performed.
Refund eligibility for a fixed-scope review therefore depends on the stage of work completed, the applicable purchase terms and applicable law.
3. TAX PREPARATION SERVICES
Tax-return preparation requires professional time and may involve document review, data entry, tax research, calculations, preparation, review and communication before a return is ready for filing.
Once substantive tax-preparation work has begun, amounts attributable to completed work are generally nonrefundable.
A client's decision not to file a completed or substantially completed return does not automatically create a right to a refund for preparation work already performed.
Additional work caused by incomplete records, materially changed information, additional forms, additional jurisdictions or other changes in scope may require additional fees.
4. BOOKKEEPING, CLEANUP AND RECONSTRUCTION SERVICES
Bookkeeping cleanup, reconstruction and related services may involve substantial work before a final deliverable is presented.
Once work has been performed, fees attributable to completed work are generally nonrefundable.
If an engagement is canceled before all work is completed, any unused portion will be addressed according to the applicable engagement terms and work actually performed.
5. APPOINTMENTS AND PRIVATE SESSIONS
Certain Tax Control Group services include scheduled private sessions.
Clients should reschedule as early as reasonably possible when they cannot attend.
A missed appointment does not automatically entitle the client to a refund, particularly when the appointment forms only one part of a larger professional service in which other work has already been performed.
Service-specific scheduling terms may establish:
- rescheduling requirements;
- cancellation windows;
- late-cancellation rules;
- missed-session policies.
Those terms will be disclosed where applicable.
6. DIGITAL PRODUCTS AND DOWNLOADABLE MATERIALS
Digital products may include:
- guides;
- templates;
- calculators;
- checklists;
- downloadable resources;
- recorded training;
- digital courses;
- other immediately accessible electronic materials.
Because digital content may be delivered or made accessible immediately after purchase, digital-product purchases may be nonrefundable once access or delivery has occurred, except where otherwise stated or required by law.
The applicable checkout page should clearly identify any product-specific refund terms before purchase.
7. TAX CONTROL INTELLIGENCE™ AND OTHER RECURRING EDUCATIONAL SUBSCRIPTIONS
Tax Control Intelligence™ and similar subscription products may be billed monthly or annually.
Unless otherwise stated at purchase:
Monthly subscriptions
Cancellation stops future renewal charges after the applicable cancellation takes effect.
Cancellation does not ordinarily create a prorated refund for a monthly billing period that has already begun.
Annual subscriptions
Annual subscriptions are paid for the applicable annual access period.
Cancellation prevents the next annual renewal but does not automatically create a prorated refund for the unused portion of the current annual period unless otherwise stated or required by law.
Access following cancellation may continue through the end of the paid period, depending on the applicable subscription configuration.
8. TAX CONTROL MEMBERSHIP™
Tax Control Membership™ may include recurring educational content, workshops, resources, implementation activities, member access and other membership benefits.
Membership fees do not guarantee that a member will use or attend every resource, workshop, event or benefit made available during the membership period.
Failure to use available membership benefits does not by itself create a right to a refund.
Monthly and annual membership cancellations will be administered according to the billing terms disclosed at purchase.
9. RECURRING PROFESSIONAL SERVICES
Certain future Tax Control Group offerings may include recurring professional services, such as periodic planning or review engagements.
These services are different from educational memberships.
The applicable agreement should identify:
- service frequency;
- included work;
- billing schedule;
- cancellation process;
- treatment of prepaid amounts;
- treatment of work already performed;
- termination rights.
Any refund or credit relating to unused prepaid professional services will be determined under those specific engagement terms and applicable law.
10. PROMOTIONAL PRICING, DISCOUNTS AND CREDITS
Promotional pricing, coupons, discounts or service credits may be subject to additional terms.
Unless expressly stated otherwise, promotional value is not redeemable for cash.
If a service credit is offered, the applicable terms should identify how and when it may be used.
11. CHARGEBACKS AND BILLING QUESTIONS
If you believe a charge is incorrect, contact Tax Control Group promptly so the issue can be reviewed.
Initiating a payment dispute or chargeback does not automatically determine whether a charge was valid or whether professional work was performed.
Tax Control Group may provide relevant transaction, access, communication or service records to the applicable payment processor or financial institution when responding to a payment dispute, subject to applicable privacy and confidentiality requirements.
12. CANCELLING A SUBSCRIPTION
When self-service cancellation is available through the applicable account or billing platform, customers should use that cancellation process.
Where cancellation requires contacting Tax Control Group, the request should be sent using the contact method identified for the applicable subscription.
Cancellation requests should be made before the next renewal date if the customer wishes to prevent the next scheduled charge.
We do not guarantee that a cancellation request submitted after a renewal has already been processed will retroactively reverse that renewal.
13. TERMINATION BY TAX CONTROL GROUP
Tax Control Group may terminate or suspend a service, membership or account where permitted because of circumstances such as:
- nonpayment;
- fraudulent activity;
- material violation of applicable terms;
- abusive or unlawful conduct;
- security concerns;
- unauthorized distribution of protected materials;
- failure to provide information necessary to perform an engagement;
- circumstances making continued professional service inappropriate or impracticable.
Where professional-service termination occurs, treatment of fees and unfinished work will be determined under the applicable engagement terms and law.
14. REFUNDS REQUIRED BY LAW
Nothing in this Policy eliminates refund, cancellation or consumer rights that cannot lawfully be waived.
Where applicable law requires a different result from this Policy, applicable law controls.
15. HOW TO REQUEST A CANCELLATION OR REFUND REVIEW
Requests concerning cancellations or potential refunds should include enough information to identify the purchase.
Contact:
Tax Control Group
Operated by DreamChild International Incorporated
Include, where appropriate:
- purchaser's name;
- email associated with the purchase;
- product or service;
- purchase date;
- reason for the request.
Do not include Social Security numbers, banking credentials or unnecessary sensitive taxpayer information in a refund request.
16. RELATIONSHIP TO OTHER AGREEMENTS
This Policy should be read together with:
- Terms of Service;
- Privacy Policy;
- Tax & Financial Disclaimer;
- applicable checkout terms;
- applicable engagement agreements;
- applicable subscription terms.
Professional-service agreements may contain more specific cancellation, termination and payment provisions appropriate to the service involved.
