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Visit us for expert tax preparation and education on compliance. We are dedicated to helping individuals and businesses navigate tax laws effectively.

Location

WE ARE A REMOTE OFFICE!

Hours

Mon-Fri 9am - 6pm

No-Refund Policy for Professional Services

Effective June 17, 2025 – ProTax & More, LLC (the “Company”)

1. Scope

This policy governs all services sold or rendered by the Company, including but not limited to:

- Tax preparation and filing
- Bookkeeping, virtual CFO, and accounting consulting
- Business-formation and compliance filings
- Live or recorded training, courses, and mentoring programs
- Digital products, templates, and downloadable materials

All sales channels (online checkout, emailed invoice, in-person payment, or mobile/door-to-door transactions) are covered.

2. All Sales Final – No Refunds

Once payment is accepted or service delivery has begun, fees are non-refundable and non-transferable. This helps us allocate expert time, reserve software licenses, and protect proprietary content. Clients are encouraged to ask any questions before purchasing to ensure the service meets their needs.

3. Statutory Exceptions

While Georgia law allows businesses to adopt a “no-refund” policy, we must still honor rights that cannot be waived by contract:

Situation

What the law requires

How we comply

Door-to-door or temporary-location sales valued at ≥ $25 at a buyer’s home (≥ $130 at other temporary locations)

FTC Cooling-Off Rule: 3-business-day right to cancel and receive full refund

We provide the federally-required cancellation notice and honor timely cancellations

Services prepaid but not yet performed

Under the Georgia Fair Business Practices Act, refusing a pro-rated refund on undelivered prepaid services may be deemed unfair or deceptive

If we cannot deliver a prepaid portion, we will (at our option) reschedule or issue a pro-rated refund

Material misrepresentation, defective, or unlawful service

Georgia FBPA prohibits unfair or deceptive acts

We will remedy the defect or, if remediation is impossible, offer an appropriate adjustment

Except for the above limited circumstances, no refunds, charge-backs, or credits will be issued.

4. Rescheduling & Service Credits

For live sessions (meetings, classrooms, or mentoring) we allow one complimentary reschedule with ≥ 48 hours’ notice. Additional changes incur a $50 administrative fee. Unused course sessions may be attended via recording at no extra charge.

5. Disclosure & Acknowledgment

This policy is prominently posted on our website, at our physical service counter, and linked in every invoice/payment page, satisfying Georgia’s requirement that any refund policy be disclosed to consumers.
By remitting payment, clients acknowledge they have read, understood, and agree to this No-Refund Policy and the statutory exceptions above.

6. Dispute Resolution

If you believe you have a right to cancel or refund under the exceptions in § 3, please email info@protaxandmore.com within the applicable legal period. We will review and respond in writing within 10 business days.

7. Changes to Policy

We may amend this policy from time to time. Any revision will apply only to transactions occurring after the revised effective date.

Questions? Contact us at info@protaxandmore.com.

Privacy Policy

Effective Date: June 17, 2025
ProTax & More ("Company", "we", "our", or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us.

1. Information We Collect

We collect the following types of information:

A. Personal Information You Provide:

• Full name, email address, phone number, mailing address

• Social Security Number (for tax services only)

• Business information (e.g., EIN, LLC/Corp details)

• Payment and billing information

• Any information submitted through contact forms, purchases, or consultations

B. Automatically Collected Information:

• IP address and geolocation

• Browser type and version

• Pages visited and time spent on the site

• Device identifiers

• Cookies and tracking technologies (see Section 7)

2. How We Use Your Information

We use the information we collect to:

• Provide and manage services (e.g., tax filings, courses, consultations)

• Process payments and issue invoices

• Respond to customer service requests

• Send updates, confirmations, and reminders

• Improve website functionality and user experience

• Comply with legal obligations

3. Sharing Your Information

We do not sell or rent your personal data. We may share your information with:

• Service providers (e.g., payment processors, hosting providers)

• Legal or regulatory authorities when required by law

• Third-party platforms to deliver email campaigns or course content
  All third parties are required to maintain the confidentiality of your information.

4. Your Rights & Choices

Depending on your location, you may have the right to:

• Access, correct, or delete your personal information

• Opt out of email marketing at any time

• Request a copy of data we hold about you

• Limit data sharing with third parties
  To exercise these rights, email: privacy@protaxandmore.com

5. Data Retention

We retain your information for as long as needed to:

• Fulfill the services requested

• Meet legal and tax obligations (typically 7 years for tax data)

• Resolve disputes or enforce our agreements

6. Data Security

We implement commercially reasonable measures to protect your data:

• Secure cloud-based data storage

• Encrypted transmission using SSL

• Access limited to authorized personnel
  Despite these efforts, no method of transmission over the Internet is 100% secure.