Updated – September 11, 2020
Entity Services –
Including 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.
Consultations require retainer up-front however in the event the appointment is canceled with a 24hr notice a 100% refund is applicable.
Mark J Kohler – Physical Education Products
Refunds are available for Mark J Kohler Books purchased through the Markjkohler.com website. The refund will be paid in full, the return shipping cost will be paid for by refund.
Mark J Kohler – Digital Education Products
30-day money-back guarantee on all digital education products. No refunds will be administered after 30 days. Refunds will be paid in full.