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Refunds and Returns Policy for
First Investments

Refunds and Returns Policy for First Investments

Effective Date: 06/19/2024

At First Investments, we strive to provide high-quality services and customer satisfaction. This Refunds and Returns Policy outlines the conditions, process, and timeframes for requesting refunds or returning services. Please read this policy carefully to understand your rights and obligations.

1. Services Covered

This policy applies to the following services offered by First Investments:

  • Tax Preparation

  • Business Registration

  • Credit Coaching

  • Business Credit Building

2. Conditions for Refunds

Refunds are generally not provided for services rendered. However, we understand that there may be exceptional circumstances that warrant a refund. Refunds will be considered on a case-by-case basis under the following conditions:

  • The service was not provided as described or agreed upon.

  • There was an error on our part that could not be rectified.

  • The request for a refund is made within 30 days of the service delivery.

3. Non-Refundable Situations

Refunds will not be provided in the following situations:

  • The service has been fully rendered as described and agreed upon.

  • The request for a refund is made after 30 days from the date of service delivery.

  • The dissatisfaction arises from a change in personal circumstances or preferences.

4. Initiating a Return or Refund Request

To initiate a return or refund request, please follow these steps:

  1. Contact Customer Support:

  2. Provide the Following Information:

    • Your name and contact details.

    • The service purchased.

    • The date of purchase.

    • The reason for requesting a refund or return.

    • Any supporting documentation or evidence.

  3. Wait for Our Response:

    • Our customer support team will review your request and respond within 10 business days.

    • You may be asked for additional information or clarification to process your request.

5. Processing Refunds

If your refund request is approved:

  • Refunds will be processed to the original payment method used at the time of purchase.

  • Please allow up to 10 business days for the refund to appear on your account.

  • Any fees or costs associated with the refund process (e.g., transaction fees) will be deducted from the refund amount.

6. Fees and Costs

  • Service Fees: Any fees paid for services already rendered will not be refunded.

  • Transaction Fees: Any bank or transaction fees incurred during the refund process will be deducted from the refund amount.


7. Specific Service Requirements


Certain services may have additional conditions or requirements for refunds:

  • Tax Preparation: Refunds will not be provided once tax returns have been filed, except in cases of errors on our part.

  • Business Registration: Refunds will not be provided once the registration process has commenced with the relevant authorities.

  • Credit Coaching: Refunds for coaching sessions will be considered if the request is made before the session takes place.

  • Business Credit Building: Refunds will not be provided once services have commenced and credit-building activities have been initiated.

8. Contact Information for Customer Support

For any questions or assistance regarding this Refunds and Returns Policy, please contact our customer support team:


9. Changes to This Policy


We reserve the right to update or modify this Refunds and Returns Policy at any time. Any changes will be effective immediately upon posting on our website. Your continued use of our services after any changes constitutes your acceptance of the revised policy.


10. Fairness and Transparency


We are committed to fair and transparent business practices. If you believe that your refund request has not been handled fairly, please contact us to discuss your concerns. We value your feedback and strive to improve our services continually.

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