Returns and refunds. To receive a refund of your purchase, return the course materials in resalable condition within 30 days of delivery. Shipping and handling charges are non-refundable.

Digital courses, exam materials, and downloads. Online courses, digital course materials, and downloadable exam PDFs are delivered electronically and made available to you immediately upon purchase, so they cannot be returned. All sales of digital course access, digital course materials, and downloadable products are final once access has been granted or the materials have been downloaded, and are not eligible for a refund except as required by applicable law.

If you believe you were charged in error, were charged more than once for the same course, or were unable to access a course you purchased due to a technical problem on our end, please contact us as soon as possible at the information below. We review these requests individually and will correct billing errors or restore access promptly once the issue is confirmed.

Course completion, exams, and certificates. Course fees pay for access to the course content, review questions, and final examination(s). Certificates of completion, CTEC credit, and IRS/CTEC reporting are issued only once the course’s exam and completion requirements have been met. Course fees are not refundable based on an exam score or outcome.

Our service commitment. Courses are mailed within 24 hours of order receipt. We provide a help line for tax course questions. Your certificate is mailed within 24 hours of receiving your answer sheet.

How to request a refund or ask a question. For questions about this policy, including administrative matters such as complaints and refunds, contact our office at (714) 777-3289 or caltaxinstitute@aol.com. Please include your name, the email address used for the order, and the order number if available. We aim to respond to all refund requests within 5 business days.

Approved refunds will be issued to the original method of payment. Depending on your bank or card issuer, it may take several business days for a refund to appear on your statement after it has been processed.