Legal
Refund & Cancellation Policy
Clear rules on cancelling, refunds, deposits and what happens if we miss a deadline.
Last updated: August 1, 2026 · Effective: August 1, 2026
1. Scope
This policy applies to fees paid to Crossroads Ledger LLC for bookkeeping, payroll, tax preparation, advisory and set-up services. It sits alongside the Terms of Service and your engagement letter.
2. Monthly recurring services
- Monthly fees are billed in advance on the first business day of the month.
- You may cancel at any time with 30 days' written notice to admin@demoforclient.site.
- If you cancel within the first seven days of a billing month and no work has been delivered for that month, we refund that month in full.
- If work has already been delivered, we refund on a pro-rata basis for the portion of the month not yet worked.
3. Project work
Catch-up projects, clean-ups and software set-ups typically require a 50% deposit. If you cancel before work begins the deposit is refunded in full. Once work has begun we invoice for hours already delivered and refund the balance.
4. Tax preparation
Tax preparation fees are refundable up to the point a return is filed with the relevant authority. Once a return has been transmitted the fee is earned and cannot be refunded, because the work is complete. If we make a preparation error we correct it and file any amendment at no charge.
5. Service guarantee
If a payroll filing we are responsible for is submitted late through our fault, we credit that month's payroll fee and pay any resulting late-filing penalty and interest. If a month-end pack is delivered later than the tenth business day through our fault, we credit 25% of that month's fee. The guarantee does not apply where records were supplied late or incomplete.
6. How to request a refund
Email admin@demoforclient.site with your business name, the invoice number and a short description of the issue, or call +1 (615) 727-3650. We acknowledge within two business days and resolve within ten. Approved refunds are returned by the original payment method within 5–10 business days.
7. Disputes
Please contact us before raising a chargeback — almost every dispute is resolved faster directly. If we cannot agree, the dispute resolution provisions of the Terms of Service apply.
Questions about this document? Write to Crossroads Ledger LLC, 837 Sixth Avenue, Indianapolis, Indiana 46218, USA, email admin@demoforclient.site or call +1 (615) 727-3650.