Refund & Cancellation Policy

Last updated: October 6, 2026

This policy applies to CrossBorderstax tax-filing services and Tax-Ready Financial Statement (TRFS) services. Service fees are based on the scope described in the applicable plan, written proposal, or confirmed assessment.

 

1. Scope-Based Pricing

Pre-assessment results and initial prices are based on the information provided by the client. If the records, transaction volume, number of accounts or platforms, business activities, filing requirements, or other material facts differ from the information provided, CrossBorderstax may pause the work and issue a revised scope and price. No additional charges will be made without the client’s prior approval.

 

2. Tax-Filing Services

A cancellation request received before substantive work begins is eligible for a full refund. After work begins, CrossBorderstax may retain a reasonable amount for work performed and documented, non-recoverable third-party costs. Any remaining unperformed portion will be assessed for refund under the confirmed scope and applicable law. Substantive work includes, as applicable:

• review or processing of a submitted Intake Form and supporting records;
• data processing or preparation work;
• CPA review;
• preparation or delivery of a draft or completed return; or
• filing or filing-support activity.

Opening the Intake Form, uploading records, or submitting information does not by itself make the full fee non-refundable. If the purchased plan is unsuitable before substantive work begins, CrossBorderstax may offer a revised scope or a full refund if the client does not accept it.

 

3. TRFS Services

TRFS fees cover only the confirmed service scope and service period. Tax-return preparation and filing, historical reconstruction, prior-period catch-up work, additional entities or years, inventory or cost reconstruction, and other services outside the confirmed scope are not included unless expressly stated.

After substantive TRFS work begins, fees for work performed and documented, non-recoverable third-party costs generally are not refundable. Any remaining unperformed portion will be assessed for refund under the confirmed scope and applicable law. Client delays, incomplete records, or failure to respond may affect the schedule but do not alone determine refund eligibility.

 

4. TRFS Service Periods and Cancellation

For TRFS services purchased through the pre-assessment pricing-engine workflow, each purchase covers only the confirmed scope and reporting period and does not automatically renew. Later-period work requires a new assessment, scope confirmation, and separate payment. Purchases made under an existing recurring TRFS plan remain subject to the renewal and cancellation terms disclosed at checkout until cancelled. Cancellation stops future renewals. A refund for the current paid period is assessed under this policy and the checkout terms based on work performed and applicable law.

 

5. Duplicate or Incorrect Charges

Verified duplicate charges or payment-processing errors will be corrected or refunded to the original payment method. Please contact us promptly and include the transaction date and payment reference.

 

6. Refund and Cancellation Requests

Requests must be sent to info@crossborderstax.com. Please include the client name, company name, purchased service, payment date, and reason for the request. Eligibility will be reviewed based on the confirmed scope and the work completed at the time the request is received.

Nothing in this policy limits any non-waivable rights available under applicable law.