Welcome

By accessing our website, submitting an intake form, booking services, or making a payment, you agree to the following Terms & Conditions and Refund Policy.

 

 

Services Provided

Be Rich Financial provides tax preparation, bookkeeping, payroll support, business formation assistance, compliance filings, and related financial services. Advisory, legal, or investment services are not provided unless explicitly stated in writing. Consultations are separate paid services. Work does not begin until intake approval and payment are received.

 

 

Client Responsibilities

Clients agree to provide accurate, complete, and truthful information, submit all requested documents on time, and review completed work before submission. We are not responsible for penalties, interest, or consequences arising from incorrect or missing client-provided data.

 

 

No Guarantees

We do not guarantee refund amounts, tax outcomes, processing timelines, or approvals by the IRS, state agencies, or third parties.

 

 

Fees & Payments

Fees are disclosed prior to service delivery. Additional services outside the original scope will incur additional fees. Invoices must be paid before work continues.

 

 

Electronic Communication

 & Consent

You consent to electronic delivery of documents, communication via email, phone, SMS, or secure portals, and electronic signatures where applicable.

 

 

Intellectual Property

All content, branding, workflows, templates, and materials are the property of Be Rich Financial and may not be copied or reused without written permission.

 

 

Limitation of Liability

Our liability is limited to the amount paid for the specific service provided.

 

Termination of Services

We reserve the right to refuse or terminate services for nonpayment, falsified information, or abusive conduct.

 

 

Governing Law

These Terms are governed by the laws of the State of Texas.

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Refund Policy

All payments are non-refundable once work has begun. This includes tax preparation, bookkeeping, payroll services, entity formation, compliance filings, business builder services, and consultations.

 

 

Refunds Before Work Begins

A refund may be issued if payment has been made, work has not yet started, and a written request is submitted within 24 hours of payment. Refunds are issued at management’s discretion.

 

 

No Refunds for 

Third-Party Fees

Government filing fees, software fees, transmission fees, and third-party costs are non-refundable.

 

 

Chargebacks

Unauthorized chargebacks will result in immediate service termination and possible collection action.

 

 

 

 

Service Denial Refunds

If Be Rich Financial declines to provide services before work begins, any collected service fees will be refunded, excluding third-party fees.

By using our services, you acknowledge and agree to these Terms & Conditions and Refund Policy.