Refund Policy

We stand behind the quality of our tax optimization service. If ATP doesn't deliver real value, we don't want your money. This policy outlines the two ways a refund can be issued.

Option 1 — 7-Day No-Questions Refund

For customers who haven't yet accessed their documents

You may request a full refund within 7 days of purchase if you have not downloaded or viewed any documents from your account — including your Tax Savings Blueprint PDF or any pre-filled IRS forms.

Once any document has been accessed or downloaded, the service is considered delivered under this option. The filing guarantee below still applies.

Option 2 — Filing Guarantee

No time limit — applies after you file your taxes

If you implement the strategies from your plan, file your taxes, and your documented tax savings are less than twice what you paid for your package, we will issue a full refund. This guarantee applies to all packages and has no expiration date.

To be eligible, you must:

• •Have completed the deep-dive assessment in your dashboard (this is how we give you the most accurate, tailored plan)
• •Have filed your federal tax return for the applicable year
• •Submit a refund request to our support team with documentation showing your filed return and the strategies you implemented

Refund requests are reviewed manually. We may follow up to verify documentation. Approved refunds are processed within 5 business days.

How to Request a Refund

Email support@accessible-tax-professionals.com with your name, the email address on your account, and which option you are requesting under. For the filing guarantee, please attach your supporting documentation. We will respond within 2 business days.

Not Covered

• •7-day requests submitted after any document has been downloaded (filing guarantee still applies)
• •Filing guarantee claims where the deep-dive assessment was not completed prior to filing
• •Filing guarantee claims where strategies were not attempted or implemented
• •Plan upgrades between service levels

Questions

Contact us at support@accessible-tax-professionals.com.