Refund Policy

Humphreys Management Group evaluates refund matters in a practical and case-specific manner. Because services may involve consultation time, file review, document organization, filing preparation, compliance tracking, business communication, and administrative analysis, not all payments are automatically refundable once work has begun. In many cases, value is created before a final filing or deliverable is completed, particularly where time has been spent reviewing records, identifying obligations, preparing workflows, or coordinating administrative steps.

The company seeks to treat clients fairly while also protecting against situations in which substantial administrative work is performed but the engagement is later interrupted, abandoned, or withdrawn after meaningful effort has already been invested. Refund reviews take into account the service category, stage of work, time already allocated, complexity of the engagement, and any relevant written scope or engagement terms.

If a paid consultation or paid preliminary review is offered, that fee is generally considered compensation for time reserved, review effort, and administrative evaluation, and may therefore be non-refundable once the consultation has taken place or once preparatory review has begun. If a consultation is canceled with reasonable advance notice and no meaningful work has yet been performed, a credit, rescheduling option, or partial refund may be considered at the company’s discretion.

If a client fails to attend a scheduled meeting, does not provide required information in time, or becomes unavailable after consultation preparation has been completed, a refund is generally not guaranteed. Administrative scheduling has value in itself, particularly when it reserves time that could otherwise have been allocated to active client matters.

If a payment has been made for services and Humphreys Management Group has not yet begun review, preparation, document handling, deadline mapping, filing coordination, or any other substantive work, a refund request may be reviewed more favorably. In these circumstances, the company may determine that a full refund or near-full refund is appropriate, subject to any non-recoverable administrative charges, processing costs, or booking-related commitments that may have been disclosed beforehand.

A client seeking refund consideration in this early stage should make the request promptly and clearly identify the service, payment date, and reason for cancellation. Delayed requests after internal work has started may be evaluated differently even if the client has not yet received a visible final output.

Once work has begun, refunds are generally limited because the company may already have invested time into intake review, assessment of obligations, organization of records, identification of documentation gaps, preparation of filing steps, internal notes, communication handling, or deadline tracking. Even if a client later changes direction, delays cooperation, or chooses not to proceed, the time already spent may still constitute completed administrative work.

In such cases, Humphreys Management Group may determine that only a partial refund, account adjustment, or no refund is appropriate. The company may consider the percentage of work completed, whether client delay affected the engagement, whether missing records prevented progress, and whether value has already been delivered through review, planning, administrative setup, or consultation guidance.

Refunds are generally not available for services that have already been substantially completed, delivered, or finalized, including completed tax return preparation, finalized documentation packages, delivered administrative frameworks, completed filing support, or concluded compliance reviews. Once the company has completed the agreed work or reached the main delivery phase of the engagement, payment is typically treated as earned.

Dissatisfaction alone does not automatically create refund entitlement where the company has performed the agreed scope in good faith. If a client believes a misunderstanding occurred regarding scope or deliverables, the company may review the matter and determine whether clarification, correction, or limited follow-up is more appropriate than a refund.

Refunds are less likely where a matter is delayed, blocked, or complicated because the client failed to provide necessary records, provided inaccurate information, withheld relevant business details, responded late to document requests, or otherwise prevented the company from completing work efficiently. Administrative support depends on timely cooperation, and interruptions caused by the client do not erase the effort already invested by the company.

If an engagement becomes inactive because of prolonged non-response, missing documents, or shifting instructions from the client side, Humphreys Management Group may close the matter, place it on hold, or require reactivation procedures. In such cases, refund treatment will reflect the actual administrative work already performed rather than the fact that the engagement did not reach its originally anticipated endpoint.

Government filing fees, state fees, licensing fees, registration charges, processing fees, or any third-party charges advanced or incurred in connection with a client matter are generally non-refundable once submitted, paid, or committed. These amounts are outside the direct control of Humphreys Management Group and are often governed by external agencies or service providers that maintain their own refund standards.

If a client’s total payment includes both service fees and external filing-related costs, those components may be evaluated separately. Even where limited service-fee adjustment is possible, non-recoverable third-party costs may still remain the responsibility of the client.

If the company offers ongoing administrative support, monitoring, or retainer-style compliance coverage, refund treatment for recurring billing periods may depend on the applicable service arrangement. In general, fees covering active periods during which support availability, review capacity, tracking effort, or administrative monitoring were reserved may be partially or fully non-refundable once the service period has begun.

Cancellation of ongoing support does not necessarily result in retroactive refund for time already reserved or support capacity already made available. However, future recurring charges may be stopped in accordance with the relevant billing terms, cancellation deadlines, or engagement-specific instructions.

A client requesting refund consideration should submit a clear written explanation identifying the service involved, the date of payment, the general reason for the request, and any factual details that may help explain why the matter should be reviewed. Humphreys Management Group may request supporting records, communication history, proof of payment, or clarification of service expectations before making a determination.

Refund requests are reviewed in good faith, but the company reserves the right to deny, partially approve, or otherwise adjust any request based on the actual administrative history of the matter. The existence of a request does not pause ongoing obligations, pending deadlines, or client responsibilities unless expressly confirmed in writing.

Refund requests must be made honestly and in good faith. Humphreys Management Group reserves the right to reject requests associated with abusive use, repeated bad-faith disputes, attempts to obtain work without payment, misrepresentation of service history, or post-delivery claims that conflict with documented communications. Protecting a fair process requires that both business users and service providers act with reasonable transparency.

Where appropriate, the company may rely on submitted records, communication logs, intake forms, document requests, and service notes when reviewing a disputed matter. This ensures that refund decisions reflect the actual progression of the engagement rather than incomplete recollection or later misunderstanding.

Humphreys Management Group may update this Refund Policy from time to time to reflect changes in service structure, billing procedures, operational practices, or administrative review standards. The version posted on the relevant page will apply to website visitors and prospective users, while any separate signed service agreement may govern refund matters for a particular client relationship where applicable.

Continued use of the website or continued use of paid service channels after policy updates are posted may be treated as acceptance of the revised policy to the extent permitted by law and by the structure of the relevant service arrangement.