Purpose
This policy explains how Simple Finances® handles refunds, cancellations, assessment fees, and representation fees for enrolled agent tax resolution services.
Simple Finances® provides professional review, analysis, planning, and representation services. Fees are based on professional time, work performed, case complexity, and service stages. Fees are not based on, and do not guarantee, a specific IRS outcome.
Assessment and Action Plan Fee
The Assessment and Action Plan fee is $1,500.
This fee covers professional review of the client’s tax matter, including review of available IRS notices, intake information, transcripts, financial information, and other client-provided documents. The fee also covers analysis of the client’s situation and preparation of a recommended action plan.
Payment is due before assessment work begins.
Once Simple Finances® begins reviewing the client’s intake, transcripts, IRS notices, financial information, or other documents, the $1,500 Assessment and Action Plan fee is nonrefundable.
If the client cancels before Simple Finances® begins review, Simple Finances® will refund the assessment fee, less a $150 administrative processing fee.
The Assessment and Action Plan fee pays for professional review, analysis, and planning and does not include services towards tax resolution.
Credit Toward Full Representation
If the client hires Simple Finances® for full representation within 30 days after delivery of the Assessment and Action Plan, the $1,500 assessment fee will be credited toward the full representation fee.
The credit applies only if the client signs the full representation engagement letter and pays the required representation fee within 30 days after delivery of the Assessment and Action Plan.
The credit is not transferable and has no cash value.
Full Representation Fee
If the client hires Simple Finances® to perform tax resolution work after the assessment, the full representation fee will be stated in a separate engagement letter.
Full representation fees are earned in stages as work is completed.
If the client cancels after signing the representation engagement letter, Simple Finances® will refund any unearned portion of the fee based on the stage of work completed.
Fees are not contingent on IRS approval, IRS timing, or IRS acceptance of a specific resolution option.
Simple Finances® does not guarantee that the IRS will approve an installment agreement, currently-not-collectible status, penalty relief, offer in compromise, lien withdrawal, levy release, or any other outcome.
Client Cancellation
The client may cancel services by providing written notice to Simple Finances® at service@simplefinances.org.
Cancellation does not eliminate the client’s responsibility to pay for work already completed, fees already earned, or costs already incurred.
If a refund is due, Simple Finances® will calculate the refund based on the unearned portion of the fee.
Simple Finances® Right to Withdraw
Simple Finances® may withdraw from representation if the client fails to provide required information, fails to respond to reasonable requests, provides false or incomplete information, fails to pay agreed fees, or asks Simple Finances® to take a position that is improper, unsupported, or inconsistent with professional obligations.
If Simple Finances® withdraws, any refund will be based on the unearned portion of the fee.
No Guarantee of Outcome
Simple Finances® promises professional review, clear communication, timely action, and competent work.
Simple Finances® does not promise or guarantee any specific IRS result.
IRS decisions depend on the taxpayer’s facts, financial condition, compliance status, IRS procedures, and applicable law.
Engagement Letter Required
Simple Finances® does not begin assessment or representation work until the client has signed the required engagement letter and paid the required fee.
The engagement letter controls the scope of services, fees, responsibilities, and cancellation terms for each client matter.
Administrative Processing Fee
If a refund is approved before assessment work begins, Simple Finances® may retain a $150 administrative processing fee.
This fee covers intake review, payment processing, file setup, scheduling, administrative handling, and related setup costs.
Policy Updates
Simple Finances® may update this policy at any time.
The version in effect at the time the client signs the applicable engagement letter will apply to that client matter.