Last updated August 2026
Refund policy
We want you to feel confident starting a case with us. Here's how refunds work at each stage.
Before work begins
If you cancel before we've started pulling or reviewing your IRS transcripts, you're entitled to a full refund of your Discovery fee. Just contact us and we'll process it within 5–7 business days.
Once Discovery is delivered
Discovery is considered delivered once we've pulled your transcripts and sent you a written summary of your options. Because that work has been completed, Discovery fees are non-refundable at that point.
Ongoing representation
If you move forward into ongoing representation after Discovery, refund terms for that work are set out in your separate written engagement agreement, since pricing and scope vary by case.
How to request a refund
Reach out through our contact page or call 213-468-6170. We'll confirm the status of your case and process eligible refunds to your original payment method.