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Refund Policy

Legal Disclaimer

The explanations and information provided on this page are for general informational purposes only. They are not legal advice and should not be relied upon as such. Every business has unique requirements, and refund policies may differ depending on services, jurisdictions, and consumer protection laws.

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We strongly recommend consulting with a qualified attorney to ensure your Refund Policy complies with applicable laws, regulations, and professional standards.

Introduction

At Gregory Monaco, CPA LLC (“we,” “our,” or “us”), we strive to provide high-quality accounting, tax, and advisory services. This Refund Policy outlines our general practices regarding fees and refunds for services rendered.

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By engaging our services, you acknowledge and agree to the terms of this Refund Policy.

Service-Based Refunds

Because our work involves professional time, expertise, and in many cases the preparation and filing of legally binding tax or financial documents, fees paid for completed services are generally non-refundable.

Deposits and Prepayments

  • Consultation fees (if charged) are non-refundable once the appointment has occurred.

  • Deposits or retainers paid in advance for services may be refundable only if the engagement is canceled before any substantive work has begun.

Exceptional Circumstances

  • Refunds may be considered in limited cases, such as:

  • Duplicate payments due to billing error

  • Cancellation of services before any work has started

  • Other situations determined at our discretion on a case-by-case basis

Timeframe for Refund Requests

Refund requests must be submitted in writing within 14 days of payment. Requests received after that period may not be eligible.

How to Request a Refund

To request a refund, please contact us with the following information:

  • Full name and contact details

  • Date and method of payment

  • Description of service purchased

  • Reason for requesting a refund

All refund requests will be reviewed within 10 business days.

Changes to This Policy

We reserve the right to update or modify this Refund Policy at any time. Changes will be reflected with an updated “Last Updated” date at the top of this page.

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