Refund and Dispute Policy

At Butler CPA LLC, we are committed to providing high-quality tax services and ensuring client satisfaction. We understand that tax matters can be complex and sometimes unexpected issues may arise. This policy outlines our approach to refunds and dispute resolution for the tax services we offer.

1. Refund Policy

Our goal is to provide services that meet or exceed your expectations. However, we understand that there may be situations where you are not satisfied with the outcome. The following refund terms apply:

Tax Preparation Fees: Refunds for tax preparation services are generally not available once the work has been completed and filed with the relevant tax authorities. However, if we have made an error or omission in the preparation of your tax return that results in additional taxes, penalties, or interest, we will work with you for a fair solution. Please note we are not responsible for errors or omissions in information provided to us by you, the client. We do not audit numbers or totals that you provide. We do not pay taxes owed.

Audit Representation Fees: If you engage us for audit or examination representation and you are dissatisfied with the service, we will review your case and attempt to resolve any issues. If we fail to provide the services as described in our agreement, you may request a refund for any portion of the fee that corresponds to the services not rendered.

Fees for Services Not Yet Rendered: If you cancel a service before work has begun, you may be eligible for a full refund, less any administrative or consultation fees that have already been incurred (e.g., initial consultation or data processing).

Refund Process: Refund requests must be submitted in writing. Requests should include the reason for the refund request, any supporting documentation, and details of the services provided. We will review the request and issue a decision within 31 days.

2. Dispute Resolution

We aim to resolve any concerns you may have regarding our services through open communication. If you disagree with any aspect of the services provided, we encourage you to contact us directly to discuss the issue. We are committed to addressing and resolving concerns in a fair and timely manner. If you are unable to resolve the issue directly with our team, we offer the following dispute resolution process:

Initial Resolution Effort: In the event of a dispute, please contact Sarah Lantz at Butler CPA LLC, providing a detailed description of the concern. We will respond promptly to try to resolve the matter through dialogue.

Mediation: If a resolution cannot be reached through initial contact, we may agree to engage in mediation with an independent third-party mediator to resolve the dispute. Both parties will share the costs of mediation equally.

Arbitration: In the unlikely event that mediation is unsuccessful, both parties agree to submit the dispute to binding arbitration.

Legal Action: If either party elects not to engage in mediation or arbitration, they may pursue legal action in accordance with the laws of Wisconsin, in the appropriate court.

3. Client Responsibilities

Provide Accurate Information: In order for us to provide tax services, it is essential that you provide all required documentation and information in a timely manner. We cannot be held responsible for errors or omissions due to incomplete, inaccurate, or untimely information provided by the client.

Review of Work: The client will carefully review all completed tax returns and other services before final submission or filing. While we make every effort to ensure accuracy, it is the client's responsibility to ensure that all information is correct.

4. Limitation of Liability

Our liability is limited to the amount paid for the specific service provided. Butler CPA LLC will not be held liable for any indirect, incidental, or consequential damages arising from the use of our services, including but not limited to penalties, interest, or legal fees incurred due to actions of third parties.

5. Changes to This Policy

We reserve the right to amend this Refund and Dispute Policy.