Refund Policy

30-Day Money-Back Guarantee

At TaxLoom, we stand behind our product with a 30-day money-back guarantee. If you're not completely satisfied with your tax filing experience, we'll refund your money—no questions asked.

This guarantee applies to all paid plans:

• Deluxe ($49 Federal + $49 State)
• Premium ($89 Federal + $49 State)
• Self-Employed ($119 Federal + $49 State)

How to Request a Refund

Requesting a refund is simple and straightforward:

1. Contact our support team within 30 days of your purchase:
   • Email: support@taxloom.io
   • Phone: 1-800-TAX-LOOM (Mon-Fri 9am-6pm EST)
   • Live Chat: Available 24/7 on our website
2. Provide your order information: Include your name, email address, and license key
3. Brief explanation (optional): While not required, we appreciate feedback to improve our service
4. Receive confirmation: We'll email you a refund confirmation within 1 business day

Refund Processing Time

Once your refund request is approved:

• Approval: Within 1 business day
• Processing: 3-5 business days to process the refund
• Bank posting: 5-7 business days for the refund to appear in your account

Total time: Most refunds are completed within 10-14 business days from the date of request.

Refunds are issued to the original payment method used for purchase.

What's Covered

Our 30-day money-back guarantee covers:

• ✅ Federal tax preparation fees
• ✅ State tax preparation fees
• ✅ Upgrade fees (if you switched plans)
• ✅ Add-on services (tax pro review, audit support)
• ✅ All TaxLoom software purchases

Exclusions & Limitations

The following situations are not eligible for refunds:

• ❌ After e-filing: Once you've e-filed your tax return with the IRS, refunds cannot be issued (IRS filing fees are non-refundable)
• ❌ After 30 days: Refund requests made more than 30 days after purchase
• ❌ Free Edition: The free plan has no purchase cost, so refunds don't apply
• ❌ Third-party services: Costs for external services (e.g., tax professional consultations outside TaxLoom)
• ❌ Abuse of policy: Repeated refund requests or suspected fraud

Important: If you've already e-filed your tax return, we cannot issue a refund because the IRS filing fees are non-refundable. Please request a refund before submitting your return to the IRS if you're unsure.

Maximum Refund Guarantee (Tax Refund)

In addition to our money-back guarantee, TaxLoom also offers a Maximum Tax Refund Guarantee:

• If you find a larger tax refund using another service with the same information, we'll refund your TaxLoom fees
• We check over 350 deductions and credits to maximize your refund
• Must provide proof of larger refund from competitor within 30 days
• Comparison must use identical tax information and filing status

This is our commitment to getting you every dollar you deserve!

Partial Refunds

In some cases, we may issue partial refunds:

• State-only refund: If you only want a refund for state filing (federal already filed)
• Add-on services: Refund for specific add-ons like tax pro review
• Plan downgrades: Difference refunded if you switched to a lower-tier plan

Questions & Support

We're here to help! If you have any questions about our refund policy or need assistance:

Our Commitment

At TaxLoom, customer satisfaction is our top priority. We believe in our product and want you to feel confident in your choice. If TaxLoom doesn't meet your expectations, we'll make it right.

Our refund policy is designed to be fair, transparent, and hassle-free. No fine print, no hidden conditions—just honest service.