Cancellation & Refund Policy

Last Updated: February 23, 2026

This Cancellation & Refund Policy outlines the terms for services provided by taxharvestlab.com. Please read this policy carefully before making any payment.

1. Free Service

The core tax optimization tool on taxharvestlab.com is provided free of charge. You can upload your broker reports, analyze your portfolio, and receive tax-saving recommendations at no cost. Since no payment is involved for the core service, no refund is applicable.

2. Paid Services (If Applicable)

If taxharvestlab.com introduces paid features or subscription plans in the future, the following terms will apply:

• Cancellation: You may cancel your subscription at any time from your account settings. Cancellation will take effect at the end of your current billing period. You will retain access to paid features until the period expires.
• Refunds: Refund requests must be made within 7 days of payment. Refunds will be processed to the original payment method within 5-10 business days.
• Pro-rata refunds: No pro-rata refunds will be issued for partial use of a billing period.
• Duplicate payments: If you are charged more than once for the same service due to a technical error, the duplicate amount will be refunded in full.

3. How to Request a Refund

To request a refund or report a billing issue, contact us with the following details:

• Your registered email address
• Date and amount of the transaction
• Reason for the refund request
• Transaction ID or payment receipt (if available)

4. Processing Time

Approved refunds will be processed within 5-10 business days. The time for the refund to appear in your account depends on your bank or payment provider.

5. Changes to This Policy

We reserve the right to update this Cancellation & Refund Policy at any time. Changes will be effective immediately upon posting to this page. We recommend reviewing this policy periodically.

6. Contact Us

If you have questions about this policy or need assistance with a refund, please reach out: