Refund & Cancellation Policy

We understand that business needs and service requirements can change. This Refund & Cancellation Policy explains how Dropvio Solutions handles cancellation requests, refund requests, payment issues, and work already performed in connection with our bookkeeping, payroll support, tax preparation, accounting, and fractional CFO services.

Refunds

Fees paid for services that have already been completed, delivered, prepared, filed, or substantially performed are generally non-refundable. This includes completed bookkeeping periods, payroll processing or administration work, accounting reports, consultations, advisory sessions, tax preparation work, financial models, forecasts, and other customized work products.

If you prepaid for services that have not yet begun, or for a portion of an engagement that has not yet been performed, you may contact us to request cancellation and refund review. Any approved refund will be based on the unused portion of the service after deducting work already completed, authorized expenses, and non-recoverable third-party costs.

Recurring Service Cancellations

Clients may request cancellation of recurring bookkeeping, accounting, payroll-support, or advisory services at any time, subject to the notice requirements and billing terms stated in the applicable proposal, service agreement, or engagement letter. Cancellation does not eliminate payment obligations for services already performed or charges already incurred before the effective cancellation date.

Where a recurring service has already entered the current work cycle, Dropvio Solutions may complete and bill for work that was authorized or already in progress before the cancellation request was received.

Tax Preparation and Filing Services

Tax preparation fees are generally non-refundable once substantive preparation work has started. If a tax return, filing, election, report, or related document has already been completed or submitted, the associated service fee is non-refundable. If work has not yet started, a cancellation request may be reviewed for an appropriate refund of unused prepaid fees.

Government filing fees, payment-processing fees, software fees, or other third-party charges that cannot be recovered are not refundable by Dropvio Solutions.

Credit and Debit Card Payments

When card payments are offered, charges will be processed using the payment method authorized by the client. Depending on the payment processor or third-party service used, service charges and third-party fees may appear separately on a card or bank statement. Clients are responsible for providing accurate billing information and ensuring sufficient funds or available credit for authorized transactions.

Payment Declines

If a payment is declined, returned, or otherwise unsuccessful, we may contact you by phone or email using the information you provided. Work that requires payment in advance may be delayed or paused until payment is successfully completed. Deadlines or delivery dates affected by a payment delay may need to be rescheduled.

Billing Questions, Disputes, and Chargebacks

If you believe a charge is incorrect or you have not received an expected service or work product, please contact Dropvio Solutions promptly at info@dropviosolutions.com or +1 (414) 550-8857 so we can review the matter.

Nothing in this policy limits any rights you may have under applicable law or through your card issuer. We encourage clients to contact us first so that billing questions, duplicate charges, service-status concerns, or other payment issues can be investigated and, where appropriate, corrected directly.

Service Scope Changes

If the requested scope changes after an engagement begins, additional work may require a revised quote, additional fee, or updated engagement terms. If Dropvio Solutions cannot perform a requested additional service, we will communicate the available options. A change in scope does not create a refund right for work already completed under the original authorized scope.

Delivery of Reports and Work Product

Most Dropvio Solutions services and work products are delivered electronically, including financial reports, bookkeeping summaries, payroll-related records, tax documents, forecasts, financial models, and advisory materials. Delivery timing depends on the agreed scope and on the client providing complete and accurate information in a timely manner.

If you believe a scheduled deliverable has not been received, please contact us so we can confirm its status and arrange redelivery when appropriate.

Client Information and Responsibilities

Clients are responsible for providing accurate, complete, and timely financial records, account information, employee or payroll information, tax documents, authorizations, and other materials reasonably required to perform the requested services. Delays, corrections, or additional work caused by incomplete or inaccurate information may affect timelines and fees.

Changes to Client or Business Information

Clients should promptly notify Dropvio Solutions of changes to the business name, legal entity, ownership, tax identification details, mailing address, authorized contacts, payroll information, banking details, or other information relevant to the services. Certain changes may require updated documentation or a revised engagement before work can continue.

Termination of Services

Dropvio Solutions may suspend or terminate an engagement when permitted by the applicable service agreement or law, including for non-payment, failure to provide required information, abusive or unlawful activity, material misrepresentation, security concerns, or circumstances that prevent us from properly performing the agreed services.

If an engagement is terminated, amounts due for work already performed and authorized costs remain payable. Any unused prepaid amount, if applicable, will be reviewed under the refund provisions above.

How to Request a Cancellation or Refund Review

To request a cancellation or refund review, contact Dropvio Solutions and include your business name, service purchased, invoice or payment date, and a brief explanation of your request.

Email: info@dropviosolutions.com
Phone: +1 (414) 550-8857
Mail: 3733A South 13th Street, Milwaukee, WI 53221, USA

Refund Processing

If a refund is approved, it will generally be returned to the original payment method when reasonably possible. Processing times after approval depend on the applicable bank, card issuer, or payment processor and are outside Dropvio Solutions' direct control.