⚠ IRS WarningThe IRS penalty for a missing Form 5472 starts at $25,000 per form per year. Every unfiled year adds another.⚠ IRS WarningThe IRS penalty for a missing Form 5472 starts at $25,000 per form per year. Every unfiled year adds another.⚠ IRS WarningThe IRS penalty for a missing Form 5472 starts at $25,000 per form per year. Every unfiled year adds another.⚠ IRS WarningThe IRS penalty for a missing Form 5472 starts at $25,000 per form per year. Every unfiled year adds another.⚠ IRS WarningThe IRS penalty for a missing Form 5472 starts at $25,000 per form per year. Every unfiled year adds another.⚠ IRS WarningThe IRS penalty for a missing Form 5472 starts at $25,000 per form per year. Every unfiled year adds another.
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Refund Policy

Last updated: August 1, 2026

This policy explains when we refund what you have paid. It forms part of our Terms of Service. Where the two differ, this policy governs anything to do with refunds.

1. Before your forms are generated

You pay at the point you generate your completed forms, not before. Up to that moment nothing has been charged, so there is nothing to refund. You can leave a draft filing unfinished for as long as you like at no cost.

2. After your forms are generated

Once your Form 5472 and pro forma 1120 have been generated, the work has been performed and the fee is non-refundable. The forms are yours permanently and you can re-download them as many times as you want.

This is not a blanket refusal. If the forms we produced are wrong because of an error on our side, tell us and we will correct them at no charge. If we cannot correct them, we will refund the fee for the affected filing in full. Being unable to produce a usable filing is our failure, not yours.

3. What is not a refundable error

The forms are prepared from the information you enter. We do not refund because:

  • the information you entered was incorrect or incomplete
  • your circumstances changed after filing
  • the IRS does not grant penalty relief, which no preparer can guarantee
  • you decided you no longer needed to file

For a typo in your own details, you do not need a refund. Every paid filing includes two post-payment corrections, and re-downloads are always free.

4. IRS fax transmission

Fax transmission is not yet available. When it launches, the $9 fee is covered by its own guarantee:

  • if a transmission fails, we retry automatically, at least twice
  • if every attempt fails, we refund the $9 in full, without you having to ask
  • the transmission receipt is stored against your filing and stays re-downloadable

A transmission receipt is proof that the IRS received the fax. It is not proof that the IRS has accepted or processed your filing, and no preparer can give you that. We do not refund the fee because of how the IRS later treats a filing that was successfully transmitted.

5. Reasonable cause letters

The reasonable cause letter is an argument for penalty relief, prepared by a licensed CPA. Whether the IRS grants relief is the IRS's decision and cannot be promised by anyone. The fee pays for preparing the letter, so it is not refundable based on the outcome. If the letter itself is defective, section 2 applies.

6. Duplicate and accidental charges

Duplicate charges, charges for a filing you did not generate, and charges taken in error are refunded in full whenever we find them or you report them. Contact us and we will trace it.

7. How to request a refund

Email [email protected] with the email address on your account and the tax year in question. You do not need a reference number. We aim to reply within two business days and to return an approved refund to the original payment method within ten business days, though your bank may take longer to show it.

8. Your statutory rights

Nothing in this policy removes any right you have under the consumer law of the country you live in. Where that law gives you more than this policy does, that law applies.

9. Questions

Anything unclear, ask before you pay: [email protected].