Refund policy

Effective September 14, 2026

Short version: money only stays with us when the work it pays for happens. Here is every rule, in plain language.

Booking the screening call

Booking a screening call charges nothing. No card is asked for when you book, and nothing can be charged unless you confirm a price after your call. If a reservation charge is ever in effect, it is credited toward your fee in full and refunded in full if any of these happen:

• You decide not to go forward, at any point before you confirm your case.
• You cancel or move your call at least 24 hours ahead.
• The Enrolled Agent declines your case.
• You are offered a different price after your call, whether a different published tier or a price the Enrolled Agent sets from the record for an unusually large case, and choose not to take it.
• Your accepted case’s 30-day confirmation window passes without you confirming. This refund happens automatically.

A missed call costs nothing; the first miss comes with a free rebook, and no call is ever charged for.

If the agent declines your case

Everything you have paid is refunded the same day, automatically. You should never pay someone who cannot help you.

If you walk away before acceptance

Everything you have paid is refunded. Acceptance means the Enrolled Agent took your case and you confirmed it.

If your case turns out to be a different kind

If, after a charge, your case needs to move to a different published price and you refuse the change, every dollar you have paid is refunded. No questions.

How refunds arrive

Refunds go back to your original payment method. We process them within one business day; your bank usually posts them within 5 to 10 business days.

How to ask

Reply to any email we have sent you. A person reads it the same business day.