Refund policy

Refunds & Service Policies Luxe Legacy Financial At Luxe Legacy Financial, we are committed to delivering professional, compliant, and high-quality financial and tax services. The following policies outline our refund, cancellation, and service terms. By engaging our services, you acknowledge and agree to these policies. 1. No Refund Policy on Services Rendered All fees paid to Luxe Legacy Financial are non-refundable once services have been initiated. This includes, but is not limited to: Tax preparation and filing services Financial consulting Digital marketing services Credit-related services Document review, analysis, or advisory work Due to the nature of professional services and time invested, refunds are not issued for completed or partially completed work. 2. Tax Preparation Fees Tax preparation fees are based on the complexity of the return, not the refund amount. Fees are due prior to filing unless otherwise stated in writing. A refund from the IRS or state agency is not guaranteed, and Luxe Legacy Financial does not control processing times or refund approvals. 3. Advance & Refund Expectations Any refund advance is subject to bank approval and applicable lending terms. Luxe Legacy Financial does not guarantee refund advances or specific refund amounts. Estimated refunds are not final and may change based on IRS or state review. 4. Client Responsibility & Accuracy Clients are responsible for: Providing accurate, complete, and truthful information Submitting all required documentation in a timely manner Reviewing their completed return for accuracy before approval Luxe Legacy Financial is not responsible for penalties, delays, or adjustments resulting from incomplete, inaccurate, or withheld information provided by the client. 5. Corrections & Amendments Minor clerical errors caused by Luxe Legacy Financial will be corrected at no additional cost. Amendments required due to client-provided errors or missing information may result in additional fees. 6. Appointment & Cancellation Policy Missed appointments or same-day cancellations may result in a non-refundable cancellation fee. Repeated no-shows may result in service refusal. 7. Chargebacks & Disputes Initiating a chargeback after services have been rendered is considered a violation of this agreement. Documentation of work completed will be provided to dispute any unauthorized chargeback attempts. 8. Refusal of Service Luxe Legacy Financial reserves the right to refuse or terminate services if: False or misleading information is provided Communication becomes abusive or unprofessional Compliance or ethical concerns arise In such cases, fees paid remain non-refundable. 9. Policy Updates These policies are subject to change at any time without prior notice. Updates will be reflected on this page. Continued use of services constitutes acceptance of any revisions. Contact Information For questions regarding these policies, please contact: Luxe Legacy Financial 📧 Email: luxelegacyfinancial@gmail.com 🌐 Website: www.luxelegacyfinancial.org