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Tax Firm Leads - Refund Policy

Last Updated: November 4, 2025

Operated by: Joe Bond Consulting LLC

Business Name: Tax Firm Leads

1. Our Commitment to Quality

At Tax Firm Leads, we stand behind the quality of our consumer leads. We use AI-powered qualification to ensure leads are genuinely interested in tax services before delivering them to you. However, we understand that not every lead will convert, and we offer a fair refund policy for invalid leads.

2. What Qualifies for a Refund?

You are eligible for a full refund if the lead contact information is invalid:

2.1 Invalid Phone Number

  • Phone number is disconnected or not in service
  • Phone number belongs to someone other than the lead
  • Phone number is a business line, not the consumer's personal number

2.2 Invalid Email Address

  • Email address bounces with a permanent failure error (550 code)
  • Email address does not exist or mailbox is unavailable

3. What Does NOT Qualify for a Refund?

The following situations are not eligible for refunds:

3.1 Consumer Responsiveness

  • Consumer does not answer your call or return your voicemail
  • Consumer's voicemail is full
  • Consumer does not respond to your email within your desired timeframe
  • Consumer initially responds but then stops replying ("ghosting")

3.2 Change of Mind or Disqualification

  • Consumer no longer needs tax services
  • Consumer decides to use a different CPA or do taxes themselves
  • Consumer's tax situation is too simple/complex for your practice
  • Consumer cannot afford your fees
  • Consumer is located outside your service area (if you accepted a national lead)

3.3 Timing and Competition

  • Consumer already hired another tax professional before you contacted them
  • You contacted the lead more than 24 hours after receiving it
  • Lead was assigned to multiple CPAs (we currently use exclusive leads only, but policy reserves this right)

4. How to Request a Refund

4.1 Submission Deadline

Refund requests must be submitted within 7 days of receiving the lead. After 7 days, no refunds will be issued.

4.2 How to Submit

  1. Log in to your Tax Firm Leads dashboard
  2. Navigate to the lead in question
  3. Click "Request Refund" and select the reason
  4. Provide supporting evidence (see below)

4.3 Required Evidence

To expedite your refund, please provide:

For Phone Issues:

  • Recording or screenshot of carrier message stating "This number is not in service"
  • Screenshot of caller ID showing "Invalid Number" or "Scam Likely"

NOT Acceptable:

  • "Call failed" or "No answer" (consumer may be unavailable)
  • Voicemail full or call goes to voicemail
  • Consumer doesn't answer after 1-2 attempts

For Email Issues:

  • Screenshot of bounce-back email with error code 550 (Permanent failure)
  • Screenshot showing "Address not found" or "Mailbox does not exist"

4.4 Review Process

Our team will review your refund request within 2 business days. If approved, the refund will be processed to your original payment method within 5-7 business days.

4.5 Late Refund Requests

Requests submitted after 7 days will generally be denied. Exceptions may be considered for:

  • You attempted contact within the deadline but the issue wasn't discovered until later
  • System error prevented timely refund request
  • Extraordinary circumstances (medical emergency, natural disaster)

5. Refund Credits vs. Refunds to Payment Method

5.1 Account Credit (Default)

Approved refunds are issued as account credit by default, which can be used toward future lead purchases. This allows for faster processing (instant vs. 5-7 days).

5.2 Refund to Original Payment Method

You can request a refund to your original payment method instead. Processing time:

  • Credit cards: 5-7 business days
  • ACH/Bank transfers: 7-10 business days

5.3 Cash-Out of Account Credit

If you have account credit and wish to close your account, you may request a cash-out of remaining credit (minimum $25). This will be processed as a refund to your payment method.

6. Refund Processing

6.1 Refund Timeline

  • Account credit: Applied immediately upon approval
  • Credit card refunds: 5-7 business days
  • Bank transfer refunds: 7-10 business days

6.2 Expired or Closed Cards

If your original payment card has expired or been closed, your bank will typically redirect the refund to your current account. If the refund fails after 2 attempts, we will contact you for an alternative payment method.

6.3 Failed Refunds

If we cannot process your refund due to invalid payment information after reasonable attempts, the refund will be held as account credit.

7. Subscription and Recurring Charges

Tax Firm Leads operates on a pay-per-lead model with no monthly subscriptions. You are only charged when you receive a lead. There are no recurring charges to cancel.

8. Abuse Prevention

8.1 Refund Rate Monitoring

We monitor refund rates to prevent abuse of our refund policy. Accounts with excessive refund requests may be:

  • Flagged for manual review of all future refund requests
  • Suspended from receiving new leads pending investigation
  • Terminated for pattern of abuse

8.2 Review Thresholds

  • 20-30% refund rate: Warning email sent, account flagged for review
  • 30-50% refund rate: Account suspended pending investigation
  • >50% refund rate: Account permanently terminated

8.3 What Constitutes Abuse

Examples of refund abuse include:

  • Requesting refunds for leads you successfully contacted
  • Claiming contact information is invalid without attempting contact
  • Systematic refund requests to avoid paying for leads
  • Providing false evidence (fabricated screenshots, misleading information)

8.4 Good Standing

Accounts with <10% refund rate and no abuse flags are considered in good standing and may receive:

  • Priority lead routing
  • Early access to new features
  • Expedited refund processing (same-day approval)

9. Chargebacks

9.1 Contact Us First

Please contact us before filing a chargeback. We are committed to resolving billing disputes quickly and fairly. Most issues can be resolved within 24-48 hours.

9.2 Chargeback Consequences

If you file a chargeback with your credit card company instead of using our refund process, we reserve the right to:

  • Immediately suspend your account pending chargeback resolution
  • Charge a $25 chargeback processing fee (where permitted by law)
  • Permanently terminate your account for illegitimate chargebacks
  • Report fraudulent chargebacks to credit bureaus and industry databases

9.3 Legitimate Chargebacks

We will not penalize you for legitimate chargebacks resulting from:

  • Unauthorized charges (fraud, identity theft)
  • Billing errors (duplicate charges, wrong amount)

9.4 Illegitimate Chargebacks

If you file a chargeback after receiving the lead contact information and using it to contact the consumer, we consider this fraudulent and will pursue all available remedies, including legal action to recover the lead cost plus fees.

10. Disputes and Questions

If you have questions about a charge or disagree with a refund denial, please contact us:

  • Email: billing@taxfirmleads.com
  • Response time: Within 1 business day

11. Changes to This Policy

We may update this Refund Policy from time to time. Significant changes will be communicated via email at least 30 days before taking effect. Continued use of the Service after changes constitutes acceptance of the updated policy.

12. Contact Information

Joe Bond Consulting LLC (d/b/a Tax Firm Leads)
9905 S Pennsylvania Ave, Suite A
Oklahoma City, OK 73159

Email: hello@taxfirmleads.com
Support Hours: Monday-Friday, 9am-5pm CST

Mail Delays: Please note that mail sent to our physical address may experience significant delays in processing. We strongly recommend using email for all time-sensitive requests.