Fulfillment & Service Delivery Policy
Effective Date: February 2, 2023
Last Updated: March 5, 2025
1. Engagement & Retainer Policy
A retainer is due upfront and prior to engaging services. This retainer may be applied to any of our professional services within one year of signing this engagement.
- The retainer is non-refundable once services have begun.
- Retainer funds will be held in trust by Relentax, LLC and applied to future invoices in accordance with an agreed payment schedule.
- If no services have been rendered (i.e., no tax planning, tax filings, tax advisory, or audit defense has begun), the initial or unused retainer may be refunded.
- Once any service work has started, including document review or strategic advisory, the retainer becomes non-refundable and is pledged against future bills.
2. Delivery Policy (No Shipping Policy)
Relentax, LLC does not sell or ship physical goods. Instead, we provide professional services, including tax planning, tax calculations, and tax filings. These services result in the creation of intellectual property, which is delivered to the client in digital format.
- Tax planning strategies, calculations, and tax filings are delivered electronically via email, secure client portals, or other agreed-upon methods.
- Once a tax plan, tax filing, or tax savings calculation is delivered to the client, this constitutes full satisfaction of the requested service and is considered delivered and fulfilled.
- Intellectual property provided by our firm cannot be revoked, returned, or undone once delivered.
3. Return Policy
Since we provide professional services and intellectual property, it is impossible to return the service once rendered.
- Once a tax plan, tax calculation, or tax filing has been delivered, the service is completed and non-returnable.
- It is not possible to return our firm’s time, expertise, or intellectual property once delivered.
- Due to the nature of our work, we enforce a strict no-refund policy once services have been rendered.
4. Tax Planning Services & Guarantee
Tax Savings Guarantee
Relentax, LLC guarantees that its tax strategies will provide a minimum 300% return on investment (ROI). If this ROI is not met, we will adjust our fees to align with the actual tax savings achieved. At our sole discretion, if tax planning is determined to no longer be a good fit for the client, we may issue a full refund instead.
- Guarantee Terms:
- The tax strategies are guaranteed as of the execution date of the tax plan.
- The ROI is calculated as the total tax savings over two years compared to the amount paid for the tax plan.
- The guarantee applies only to the named party in the tax plan documentation.
- This is a continuing guarantee, subject to revocation only with written notice.
Refund Policy for Tax Planning
- If no services have been rendered (no documentation review, no advisory consultations, and no tax filings have commenced), clients may request a refund of unused retainers.
- Once services have begun and the tax plan has been drafted, reviewed, or executed, the fees paid are non-refundable, except under the ROI guarantee.
- If the tax plan does not meet the 300% ROI threshold, Relentax, LLC will either:
- Adjust fees to ensure alignment with the actual tax savings achieved; or
- Issue a full refund at our discretion if tax planning is determined to no longer be a good fit for the client.
5. Cancellation Policy
For Engagement & Retainers:
- Retainers are non-refundable once applied to services.
- Clients may cancel an engagement within 7 days of signing, provided that no work has begun.
- If a cancellation is requested before services begin, the unused retainer may be refunded upon written request.
For Tax Planning Services:
- If a client chooses to cancel before a tax plan has been delivered, a partial refund may be considered, minus administrative fees.
- Once the tax plan has been provided, no refunds will be issued unless the ROI guarantee applies.
- Clients may request cancellation of ongoing tax planning engagements with 30 days’ written notice, with the retainer applied toward any outstanding work.
6. Contact Information
For any questions regarding our fulfillment, refund, or cancellation policies, please contact us:
Relentax, LLC
📧 Email: [email protected]
📞 Phone: (800) 405-2575
🕒 Business Hours: Monday – Friday, 8:00 AM – 5:00 PM (EST)
