Refund Policy (Courses)

EZ TAX TO GO® (“the Company”) provides professional education programs in tax preparation, insurance,

compliance, and continuing education. Our refund policy applies to all courses, including:

– Online courses delivered through our learning platform

– Self-study programs

– Live virtual sessions

– In-person classroom courses

– Workshops, seminars, and certification programs

This policy is designed to ensure clarity, fairness, and compliance with industry standards.

1. DEFINITIONS

“Course” refers to any educational program purchased through EZ TAX TO GO®. “Online Course” refers

to digital content accessed through our LMS. “In-Person Course” refers to scheduled classroom training

at a physical location. “Enrollment Date” refers to the date payment is completed. “Access” refers to the

ability to view course modules, materials, videos, or assessments. “Materials” include manuals, PDFs,

downloads, worksheets, exams, and proprietary content.

2. GENERAL REFUND ELIGIBILITY

Refund requests must be submitted within 7 calendar days of the Enrollment Date.

Refunds are not guaranteed and are subject to the conditions outlined below.

All refund requests must be submitted in writing to: support@eztaxtogo.com

3. ONLINE COURSES — REFUND CONDITIONS

A refund may be granted only if ALL the following conditions are met:

✔ 3.1 No Significant Course Progress

The student has completed less than 10% of the course modules.

✔ 3.2 No Downloaded Materials

No manuals, PDFs, worksheets, or proprietary content have been downloaded.

✔ 3.3 No Exam Access

The student has not accessed or attempted any quizzes, tests, or final exams.

✔ 3.4 No Certificate Issued

No certificate of completion has been generated.

If any of the above conditions are not met, the course is considered consumed, and no refund will be issued. 

4. IN-PERSON COURSES — REFUND CONDITIONS

Refunds for in-person courses follow these rules:

✔ 4.1 Cancellation Notice

Full refund if cancellation is requested at least 72 hours before the scheduled class.

✔ 4.2 Late Cancellation

Cancellations made within 72 hours of the class are not eligible for a refund.

✔ 4.3 No-Show Policy

Students who do not attend the class (“no-show”) are not eligible for a refund.

✔ 4.4 Rescheduling

Students may request to reschedule to a future class one time, subject to availability.

5. NON-REFUNDABLE ITEMS

The following items are non-refundable under all circumstances:

– Digital materials already accessed or downloaded

– Completed modules

– Completed exams

– Certificates issued

– Promotional or discounted courses

– Bundles or package deals

– Administrative fees

– Merchant processing fees

6. TRANSFERS & SUBSTITUTIONS

Course enrollments are non-transferable. Students may not transfer access to another person unless

explicitly approved by EZ TAX TO GO®.

7. FRAUD, MISUSE & CHARGEBACKS

EZ TAX TO GO® reserves the right to deny refunds in cases involving:

– Attempted chargebacks

– Fraudulent activity

– Abuse of the refund policy

– Excessive refund requests  Unauthorized sharing of course materials

– Multiple account creation to bypass restrictions

Chargebacks filed without first contacting EZ TAX TO GO® may result in:

– Immediate termination of course access

– Reporting to merchant processors

– Collection actions for outstanding balances

– Legal action if necessary

8. COURSE ACCESS AS A DIGITAL SERVICE

By purchasing an online course, the student acknowledges that:

 Access to digital content constitutes delivery of service

 Digital access cannot be “returned” once consumed

 Refunds are limited due to the nature of digital intellectual property

9. ACCEPTANCE OF TERMS

By completing a purchase, the student acknowledges and agrees to this Refund Policy, our Terms of Use,

and our Privacy Policy.