Refund & Cancellation Policy

Effective Date: September 1, 2025

Mac Neal LLC strives to provide high-quality bookkeeping, tax preparation, entity formation, and consulting services. To maintain fairness and transparency, the following refund and cancellation policy applies to all clients.

1. General Refund Policy

• No refunds will be issued for agreed-upon services once work has commenced, unless both parties reach a mutual written agreement.
• Once work is completed or delivered, payment is required in full within the agreed-upon payment terms (typically Net 30 days).
• Refunds will not be granted for dissatisfaction based on changes in personal preference, circumstances, or business needs after service initiation.
• Any exceptions to this policy will be considered on a case-by-case basis, at the sole discretion of Mac Neal LLC.

2. Payment Disputes

• If you believe there has been an error in billing, you must contact us in writing within 7 calendar days of the charge date.
• Per QuickBooks Payments and Stripe policy, any dispute filed directly with your bank may delay resolution. We recommend working with us directly first.
• Unauthorized chargebacks without prior contact may result in suspension of services and additional fees.

3. Recurring Payment Plans

• Clients on recurring payment plans must notify Mac Neal LLC in writing at least 30 days before their next billing date to cancel or modify their plan.
• Cancellations will be processed at the end of the current billing cycle. No pro-rated refunds will be issued for unused portions of the service period.
• Upon cancellation, we will:

• • Terminate future billing
  • Transition any active documents, files, or reports back to the client
  • Provide a final reconciliation of services rendered

4. Service-Specific Refund Guidelines

Bookkeeping Services

• Monthly bookkeeping is billed in advance for the upcoming service period.
• If records are not provided on time by the client, the payment will not be refunded; however, services may be rescheduled to the next available processing window.

Tax Preparation Services

• No refunds once the tax return has been prepared, filed, or delivered for review, even if the client chooses not to file the return.
• If work has begun but is not yet complete, partial refunds may be considered only if no tax return documents have been delivered.

Entity Formation & Business Setup

• Filing fees paid to the state or IRS are non-refundable once submitted.
• If the formation process has begun (documents prepared or submitted), refunds will not be issued.

5. Chargeback & Non-Payment Consequences

• In the event of a chargeback or payment reversal without prior contact, all ongoing work will be paused until resolved.
• Any outstanding balances may be referred to collections, and the client will be responsible for any associated collection fees, attorney fees, or court costs.

6. Policy Updates

Mac Neal LLC reserves the right to update this policy at any time. Updated versions will be posted on our website and effective immediately upon posting.

Contact Us

For refund requests, billing disputes, or cancellations:

Email: support@www.macnealllc.com

Phone: 619-410-7978

Address: 308 S Jefferson #369, Chicago, IL 60661