Effective Date: October 12, 2025

Applies To: All services offered by House of Bookkeepers LLC, including Bookkeeping, QuickBooks/Xero/Wave Cleanup, Monthly Accounting, ITIN Application, and related advisory services.

 

1. General Policy

House of Bookkeepers is committed to ensuring client satisfaction with every service provided.

However, due to the professional nature of our work — which involves time, expertise, and government filing — refunds are subject to specific conditions outlined below.

 

2. Refund Eligibility

Refunds may be considered only in the following cases:

  • Duplicate Payment: If a client accidentally makes a double payment for the same service.

  • Unavailability of Service: If the requested service cannot be completed due to internal or technical reasons on our end.

 

Refunds will NOT be issued in cases where:

  • The client changes their mind after purchasing the service.

  • The client decides they no longer need the service.

  • The service has already started (Requirement Email sent, document review started, case created, or internal work begun).

  • The client does not provide required documents within the requested timeframe.

  • The client provides incomplete, inaccurate, or invalid documents leading to delays or rejection.

  • The IRS delays or rejects an application due to reasons outside our control.

  • The client becomes unresponsive after the service begins.

  • The client chooses to work with another provider after making the purchase.

  • The client claims not to have received emails that were successfully delivered to the inbox, spam, or promotions folder.

  • The client disputes timeline expectations (IRS processing times are outside our control).

3. ITIN Services — Process & Non-Refundable Stages

Because ITIN preparation involves compliance verification, identity review, and professional document handling, the service becomes non-refundable once any of the following actions occur:

  • The Requirement Email is sent to the client.

  • We review or assess any documents provided.

  • We begin preparing the W-7 form or supporting documents.

  • We create an internal case file or allocate staff time.

  • We start any part of the application, verification, or drafting process.

Government delays, courier delays, or the client’s change of personal circumstances are not grounds for a refund.

If the IRS rejection is NOT due to our CAA error, the refund does not apply.

4. Bookkeeping & Cleanup Services Refund Policy

Refunds may be considered only if:

  • The service has not started and the request is made within 3 business days of purchase.

Refunds will NOT be issued once any of the following occur:

  • We begin reviewing, categorizing, or reconciling transactions.

  • We open or assess the client’s financial files.

  • We allocate staff time or begin any internal work.

If the client is unsatisfied with the delivered work, one free revision will be offered within the original project scope before any further resolution is considered.

5. Refund Process

All refund requests must be submitted in writing to:
 📧 support@houseofbookkeepers.com
 within 7 days of the purchase date.

Approved refunds will be issued to the original payment method within 5–10 business days.
 Refunds via Stripe, PayPal, Fiverr, or Upwork follow their internal processing timelines and may involve platform fees.

6. Exceptions

House of Bookkeepers reserves the right to deny refunds if there is evidence of:

  • Misuse of service or false claims.

  • Fraudulent chargebacks or disputes.

  • Breach of service terms or client dishonesty.

We may provide documentation and communication logs to Stripe/PayPal during dispute investigations.

 

7. Contact

For refund inquiries or dispute resolution:
 📧 Email: support@houseofbookkeepers.com
 🌐 Website: www.houseofbookkeepers.com