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3️⃣ Refund / Return Policy

CrossBorderstax only provides digital tax-filing services.

 

Due to the professional time and resources required to review tax filings, refunds are generally not available in the following cases:
 

  • After the client submits the Intake Form

  • After AI processing begins

  • After CPA review begins

  • After tax return is delivered

However, if we determine your case is out of scope for the plan you purchased, we will provide a full refund or offer an upgrade option.

We aim to maintain fairness and transparency for all clients while ensuring professional compliance standards.

To request a refund (if eligible):
crossborderstax@crossborderstax.com

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