Fees, cancellations & refunds

Professional service fees

Personal tax, business tax, bookkeeping, and planning services have a separately agreed scope and fee. Free software access does not include professional preparation services.

Ask before work begins

Request written confirmation of payment timing, cancellation terms, and any applicable refund terms for your engagement. This page does not establish a universal refund entitlement or cancellation fee.

Questions about a payment

Contact Optimum with your name and the service involved. Do not include card numbers or banking details.