Refund & Error-Correction Policy

1. Scope

This policy applies to fees paid directly to INTELLIX Tax LLC ("INTELLIX," "we," "us," or "our") for tax-preparation or related services. It does not govern a tax refund issued by the IRS or another taxing authority, a refund-anticipation product, or charges imposed by a bank, payment processor, software provider, government agency, or another third party. A signed engagement letter, estimate, or service agreement may add terms for a particular engagement.

2. Cancellations and preparation-fee refunds

• Before work begins: If you paid INTELLIX in advance and cancel before substantive work begins, we will refund the preparation fee you paid, less any clearly disclosed, nonrefundable third-party charge already incurred at your request.
• After work begins: If you cancel after substantive work begins but before a draft or completed return is delivered, INTELLIX may retain or charge the reasonable value of work already performed and costs already incurred. Any remaining prepaid preparation fee will be refunded.
• After delivery or authorization: Once a draft or completed return has been delivered, or you have authorized filing, preparation fees are generally nonrefundable except as provided under the error-correction process below or required by law.
• INTELLIX cannot complete the agreed service: If INTELLIX declines or is unable to complete an accepted engagement for reasons not caused by your failure to provide information, cooperate, or pay an agreed fee, we will refund the portion of the preparation fee paid for work we did not perform.

Approved refunds are returned to the original payment method when reasonably possible. Processing time depends on the payment provider.

3. Our error-correction commitment

If INTELLIX made a material preparation or filing error within the accepted scope of our engagement, we will review the matter and, when appropriate:

• explain the error and the proposed correction;
• prepare the corrected or amended return, form, or filing without an additional INTELLIX preparation charge for correcting that error;
• provide reasonable assistance with a request to remove or reduce an eligible penalty; and
• refund the affected INTELLIX preparation fee when the agreed service was materially deficient and a correction does not reasonably address the problem.

This commitment applies only to INTELLIX’s work within the written scope of the engagement. It is not a guarantee that a taxing authority will accept a correction, abate a penalty, process a return by a particular date, or reach a particular result.

4. Taxes, interest, penalties, and other costs

• Underlying tax: You remain responsible for the correct tax legally due. INTELLIX does not reimburse additional tax merely because it was identified after an error; that tax would have been owed on a correct original return.
• Interest: Interest on unpaid tax generally remains your responsibility and is not reimbursed under this policy. Interest often reflects the time during which legally due tax remained unpaid.
• Government penalties: If a penalty is finally assessed and was directly and solely caused by a material INTELLIX preparation or filing error, INTELLIX will first provide reasonable assistance seeking available abatement. After the agency’s final decision, INTELLIX may reimburse the documented penalty when required by the engagement terms or approved in writing after reviewing all facts. No reimbursement is available for a penalty caused in whole or part by inaccurate, incomplete, concealed, or late client information; missed client payments or deadlines; failure to review or approve the return; failure to follow advice; or conduct outside INTELLIX’s accepted scope.
• Professional and third-party costs: Attorney, accountant, representation, travel, bank, software, payment, financing, and other third-party costs are not reimbursed unless INTELLIX expressly agrees in writing or applicable law requires otherwise.

Nothing in this policy prevents either party from exercising a right that cannot lawfully be limited.

5. Client responsibilities

To qualify for review under this policy, you must:

• provide complete, accurate, and timely information and disclose all material facts;
• review the return and ask questions before signing or authorizing filing;
• pay taxes and make estimated payments by the applicable deadlines unless a written engagement expressly assigns a different task to INTELLIX;
• notify INTELLIX promptly after discovering a possible error or receiving an agency notice;
• provide the complete notice and relevant records through an approved secure method; and
• give INTELLIX a reasonable opportunity to investigate and correct its work before hiring another provider to perform the same correction, unless immediate outside assistance is reasonably necessary.

Do not email or text Social Security numbers, tax forms, bank information, identity documents, or complete government notices containing sensitive information. Use the secure client portal or another method we specifically approve.

6. Matters not considered an INTELLIX error

A preparation-fee refund or penalty reimbursement is not available merely because:

• your refund is smaller, your tax is larger, or processing takes longer than expected;
• a taxing authority delays, rejects, adjusts, audits, examines, offsets, or holds a return or refund;
• law, agency guidance, forms, interpretations, or facts change after the work;
• another professional reaches a different reasonable conclusion;
• you did not provide complete and timely information or adequate records;
• you did not follow filing, payment, documentation, or response instructions;
• the issue falls outside the written scope of the engagement; or
• a third-party system or provider causes the issue and INTELLIX exercised reasonable care in selecting and using the provider.

7. How to request a review or refund

Contact us promptly at info@intellixtaxllc.com with the subject "Refund or Error Review" or call (714) 681-2972. Include your name, the service and tax year involved, the date you discovered the issue, and a general description that does not expose sensitive information. We may request proof of payment, engagement documents, agency correspondence, and supporting records through a secure channel.

INTELLIX will acknowledge the request, review the engagement and available records, and provide a written response or request additional information. A refund or reimbursement decision is based on the engagement terms, this policy, the documented cause of the issue, applicable law, and the taxing authority’s final action.

8. Changes to this policy

We may update this policy for future services by posting a revised version and effective date. The version in effect when the applicable engagement was accepted will generally govern that engagement unless a later written agreement states otherwise.

9. Contact us