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Refund Policy

Updated May 5, 2022

Entity Services

Services Include Full service, Paralegal, and IRA/LLC Set-Up
A refund is not available once the consultation has taken place and documents have been sent. Any state filing fees not yet filed are available for a refund.

Company Maintenance Services

Including Mail Forwarding, Registered Agent, and Company Maintenance. Once services are rendered no refunds will be issued.

Estate Plan

Base Plan Refunds are not available after the consultation and draft have been prepared. Consultation fees are non-refundable after the consultation has taken place.

401(k) Services

Documentation only and Full Services Refunds are available before plan documents have executed. After plan documents are executed, no refunds are available.

IRA tax return filing

Fees are due upon returning a signed copy of this engagement letter. All charges for tax return preparation are due and payable prior to the release of the return to the client or the filing of the return. You will be contacted with an estimate of charges if they are above the basic rate for your approval. A refund is not available once the tax return has been prepared​.


Please understand that appointment times are limited. If you need to reschedule or cancel your appointment, please do so within 48 hours of your appointment time. Missed appointments or appointments canceled without 48 hours’ notice will incur a fee for the meeting time reserved at the attorney’s hourly rate.
After one year, if the retainer is not used, it will be turned into a credit that can be used towards any service at the Law Firm. Cash Refunds after a year will not be issued.