Legal & Compliance Center
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Refund Policy

Eligibility, windows, and process for refunds.

Effective May 25, 2026.

Software & Seasonal Licenses

Seasonal tax software licenses are non-refundable once transmitted credentials, IRS configuration, or production keys are released.

CRM & Subscription Plans

Monthly subscriptions may be cancelled at any time and will not renew. Pre-paid annual subscriptions are pro-rated only where required by law.

Training & Certifications

Training purchases are refundable within 7 days of purchase if no lessons have been started and no certificate has been issued.

Service Bureau & Onboarding Fees

Setup, onboarding, EFIN/PTIN assistance, and provisioning fees are non-refundable once work begins.

Questions? Contact compliance@rossandassociates-protax.com · 725.201.7440 · Secure Fax 725.777.4487.

Contact
  • compliance@rossandassociates-protax.com
  • 725.201.7440
  • Secure Fax 725.777.4487