Payments & Cancellations

Refund Policy

This Refund Policy outlines how payments, cancellations, and refund requests are handled by RLM Financial Services.

Effective Date: April 2, 2026 Service-based business policy
How this works

Because these are professional services, time and work may begin quickly after engagement. This page explains when refunds may and may not apply.

  • Duplicate charge protection
  • Case-by-case review
  • Service-start limitations

1. Service-Based Business

RLM Financial Services provides professional services including tax preparation, bookkeeping, notary services, and credit-related support. Because of the nature of these services, time, expertise, and work may begin immediately after engagement.

2. No Guaranteed Results

We do not guarantee specific outcomes such as tax refund amounts, credit score increases, or financial results. Payments are for services rendered, not outcomes.

3. Refund Eligibility

  • If a payment was made in error
  • If services have not yet started
  • If a duplicate charge occurred

All refund requests are reviewed on a case-by-case basis.

4. Non-Refundable Situations

  • Services have already begun or been completed
  • Work has been performed based on information you provided
  • You choose not to proceed after work has started
  • Dissatisfaction with outcomes that were not guaranteed

5. Cancellations

If you need to cancel a service, you must notify us as soon as possible. Cancellation requests submitted before work begins may be eligible for partial or full refunds at our discretion.

6. Chargebacks

Initiating a chargeback without contacting us first to resolve the issue may result in termination of services and refusal of future service.

7. Processing Refunds

If a refund is approved, it will be issued to the original payment method within a reasonable timeframe. Processing times may vary depending on your financial institution.

8. Contact Us

  • Phone: (336) 448-3702
  • Email: [email protected]
  • Address: 2536 Countryside blvd Clearwater, FL 33760