Terms and Conditions

Payment Authorization
By submitting payment, you acknowledge that you have authorized Truesdale Tax Solutions to perform the requested tax preparation and/or consulting services.

​

Non-Refundable Services
Tax preparation, tax planning, consultation, advisory services, document review, amendments, and IRS representation are professional services. Once work has begun, fees are earned as services are performed and are generally non-refundable.

​

Chargeback Policy
You agree not to initiate a credit card dispute or chargeback for services that have been authorized and performed. If you have any concerns regarding your invoice or services received, you agree to contact Truesdale Tax Solutions first so we may work toward a resolution.

​

Unauthorized or fraudulent chargebacks may result in:

• Immediate suspension of services.

• Collection efforts for unpaid balances.

• Recovery of the original service fee, chargeback fees, attorney's fees (where permitted by law), court costs, and collection expenses.​

​

Proof of Services
You acknowledge that Truesdale Tax Solutions maintains documentation of client communications, signed engagement agreements, document uploads, tax organizer responses, electronic signatures, tax return preparation activity, and electronic filing records. These records may be used as evidence to dispute any improper payment dispute or chargeback.

​

Disputed Charges
Billing questions must be submitted within 10 days of the invoice date. Failure to notify us does not waive your payment obligations.

​

Returned or Failed Payments
Returned ACH payments, declined payments, or reversed transactions may be subject to a $35 administrative fee, in addition to any fees assessed by the payment processor.

​

Jurisdiction
Any dispute arising from these services shall be governed by the laws of the State of South Carolina.