Refund Policy
Last updated: October 2026
Epic Toning Financial Solutions is committed to delivering high-quality financial services. Please read this policy carefully before purchasing any service.
Tax Preparation Services
Due to the time and expertise involved in preparing tax returns, all tax preparation fees are non-refundable once work has commenced. If you are dissatisfied with your return, please contact us within 30 days of filing and we will review the matter and work to resolve any errors at no additional charge.
Financial Coaching Services
Coaching sessions are non-refundable once the session has taken place. If you need to cancel or reschedule, please provide at least 24 hours' notice. Cancellations with less than 24 hours' notice may be subject to a cancellation fee equal to 50% of the session cost.
Coaching Packages
For multi-session coaching packages, a prorated refund may be issued for unused sessions if you cancel within 7 days of purchase and no more than one session has been completed. After 7 days or after two or more sessions have been completed, no refund will be issued for unused sessions.
Credit Education & Consulting
Credit education and consulting services are non-refundable once the initial consultation or session has been delivered. We do not guarantee specific credit score outcomes, as results depend on individual circumstances and actions taken by the client.
Business Solutions & Tax Planning
Fees for business solutions and tax planning engagements are non-refundable once work has commenced. If you have concerns about the work delivered, please contact us within 14 days and we will work to address them.
Errors and Corrections
If an error is made on our part (such as a tax preparation error resulting in penalties or interest), we will correct the error at no additional charge and, where applicable, cover any penalties or interest directly attributable to our mistake, up to the amount of the original fee paid.
How to Request a Refund
To request a refund or discuss a billing concern, please contact us at [email protected] with your name, service purchased, date of purchase, and a description of your concern. We will respond within 3 business days.