Refund Policy
Interval Books LLC is dedicated to providing high-quality, accurate tax preparation, bookkeeping, and ITIN application services. Due to the professional nature of our work, which involves the investment of time, expertise, and analysis, our refund policy is dependent on the phase of service completion and is subject to all federal and New Jersey state laws governing professional accounting and tax practices.
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1. Bookkeeping and Monthly Tax Services
These services are billed on a retainer model for time and effort expended during a billing cycle. Clients are eligible for a full refund of the monthly fee only if they cancel before Interval Books LLC commences any work for that specific billing cycle (e.g., reviewing bank statements, entering transactions, or performing reconciliation). Once work has begun for the month, the professional fee is considered fully earned, and no refund will be issued. Clients may cancel the subscription for all future months at any time. If a client can demonstrate a proven clerical error in billing or a clear lack of service delivery as outlined in the engagement agreement, the account will be reviewed for a proportional credit or refund for the unperformed service hours or fee error on a case-by-case basis.
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2. Tax Preparation Services
Tax preparation fees are based on the complexity and time spent. A full refund, less a $50 Administrative Fee, is available only if the client cancels before submitting any tax documents or information. Once documents are submitted and preparation work has commenced (data input, analysis, or consultation), the fee is considered earned, and no refund will be provided. We offer a Service Guarantee: if a preparer error directly results in a penalty or interest charge from the IRS or NJ Division of Taxation, we will reimburse that specific charge. However, our fee is for the professional service itself, and therefore, a smaller-than-expected government refund or a tax liability does not qualify for a refund of the preparation fee.
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3. ITIN Application Services
ITIN service fees cover the specialized preparation and certification required for the IRS. A full refund, less a $75 Administrative Fee, is available only if the client cancels before the formal preparation of Form W-7 and certification of documents begins. Once the application package is prepared, or submitted to the IRS, the fee is fully earned and non-refundable. Interval Books LLC cannot guarantee the IRS's final decision to issue an ITIN, and an IRS denial of the application does not qualify for a service fee refund.
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4. General Policy and Procedure
All refund requests must be submitted in writing via email or postal mail to our contact address, including the service date and a detailed explanation of the reason for the request. The client acknowledges that the accuracy of all services depends on the complete and accurate information provided by the client, and that final tax liabilities or refund amounts are determined by government agencies and are outside the control of Interval Books LLC. Requests will be reviewed within ten (10) business days, and approved refunds will be processed within fifteen (15) business days.
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5. Contact Information
For all refund inquiries or service disputes, please contact us at:
Interval Books LLC
5506 Bergenline Ave
West New York, NJ 07093