At R&M Advisory, we’re committed to having your back every step of the way. That’s why we stand by our guarantees to ensure a smooth and secure tax filing experience. When you choose us, you can trust that R&M Advisory’s guarantees are in place to protect you throughout the process.
Our guarantees
No Surprise Guarantee
If we fail to provide any of the four benefits included in our No Surprise Guarantee—Upfront Transparent Pricing, a Clear Process, and Free Audit Assistance—you’ll receive 20% off next year’s tax preparation.
R&M Advisory Maximum Refund Guarantee
If an error on your tax return—made by R&M Advisory—results in a larger refund or a smaller tax liability, we’ll refund your tax prep fee and file an amended return at no additional cost.
To qualify, refund claims must be made within the same calendar year in which the return was prepared. This guarantee does not apply if the refund or tax reduction is due to:
✅ Incomplete, inaccurate, or inconsistent information provided by you
✅ Positions taken that are unsubstantiated or incorrect
✅ Your choice not to claim a deduction or credit
✅ Conflicting tax laws
✅ Changes in tax laws occurring after January 1, 2026
R&M Advisory 100% Accuracy Guarantee
If R&M Advisory makes an error on your tax return, we will reimburse you for any resulting penalties and interest caused by that mistake.
To qualify for our 100% Accuracy Guarantee, the error must not be due to:
✅ Incomplete, inaccurate, or inconsistent information provided by you.
✅ Unsubstantiated or incorrect tax positions.
✅ Your choice not to claim a deduction or credit.
✅ Conflicting tax laws.
✅ Changes in tax regulations after January 1, 2026
This guarantee ensures precision and accountability, giving you peace of mind when you file with us
100% Satisfaction Guarantee
At R&M Advisory, your satisfaction is our priority. That’s why you only pay if you accept your return.
✅ No commitment until you approve – If you authorize us to e-file your tax return or take the completed return for filing, you are confirming acceptance and agreeing to pay all fees when due.
Our promise ensures transparency, trust, and confidence in your tax preparation experience.
Audit Support Guarantee
At R&M Advisory, we stand by your side. If you receive an IRS or other tax notice related to a return filed with us, we’ll provide guidance at no additional charge—helping you understand the notice and outlining the next steps to respond.
⚠️ Note: This guarantee does not include in-person audit representation or direct assistance in responding, which is available separately. Additionally, R&M Advisory does not provide legal advice.
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Here’s a refined and structured version of your message for better clarity and impact:
R&M Advisory: Our Commitment to You
At R&M Advisory, we stand behind our work and your peace of mind. That’s why we offer comprehensive guarantees to ensure a smooth, secure, and transparent tax filing experience. When you choose us, you can trust that your interests are protected every step of the way.
✅ No Surprise Guarantee
We believe in transparency. If we fail to provide any of the four benefits outlined in our No Surprise Guarantee—Upfront Transparent Pricing, a Clear Process, and Free Audit Assistance—you’ll receive 20% off next year’s tax preparation.
✅ Maximum Refund Guarantee
If an R&M Advisory error on your tax return results in a larger refund or a smaller tax liability, we’ll refund your tax prep fee and file an amended return at no additional cost.
📌 To qualify:
Refund claims must be made within the same calendar year in which the return was prepared. This guarantee does not apply if the refund or tax reduction is due to:
✅ Incomplete, inaccurate, or inconsistent information provided by you
✅ Unsubstantiated or incorrect tax positions
✅ Your choice not to claim a deduction or credit
✅ Conflicting tax laws
✅ Changes in tax laws occurring after January 1, 2026
100% Accuracy Guarantee
We take precision seriously. If R&M Advisory makes an error on your tax return, we will reimburse you for any resulting penalties and interest caused by that mistake.
📌 To qualify:
The error must not be due to:
✅ Incomplete, inaccurate, or inconsistent information provided by you
✅ Unsubstantiated or incorrect tax positions
✅ Your choice not to claim a deduction or credit
✅ Conflicting tax laws
✅ Changes in tax regulations after January 1, 2026
This guarantee ensures precision and accountability, giving you confidence when you file with us.
100% Satisfaction Guarantee
Your satisfaction is our priority. That’s why you only pay when you accept your return.
✅ No commitment until approval – If you authorize us to e-file your tax return or take the completed return for filing, you confirm acceptance and agree to pay all fees when due.
With R&M Advisory, you get transparency, trust, and confidence in your tax preparation experience.
Audit Support Guarantee
If you receive an IRS or other tax notice related to a return filed with R&M Advisory, we’ll provide guidance at no additional charge—helping you understand the notice and outlining the next steps to respond.
⚠️ Note:
This guarantee does not include in-person audit representation or assistance in responding, which is available separately. Additionally, R&M Advisory does not provide legal advice.
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Here’s an enhanced version with a more polished structure, ensuring clarity, professionalism, and engagement:
R&M Advisory: Our Commitment to You
At R&M Advisory, we take pride in providing a smooth, secure, and transparent tax filing experience. With our guarantees, you can feel confident knowing that your interests are protected every step of the way.
No Surprise Guarantee
Transparency is key. If we fail to provide any of the four benefits outlined in our No Surprise Guarantee—Upfront Transparent Pricing, a Clear Process, and Free Audit Assistance—you’ll receive 20% off next year’s tax preparation.
Maximum Refund Guarantee
We stand by our work. If an R&M Advisory error on your tax return leads to a larger refund or a smaller tax liability, we’ll refund your tax prep fee and file an amended return at no additional cost.
📌 To qualify:
Refund claims must be made within the same calendar year the return was prepared. This guarantee does not apply if the refund or tax reduction results from:
100% Accuracy Guarantee
Precision matters. If R&M Advisory makes an error on your tax return, we will reimburse you for any resulting penalties and interest caused by that mistake.
📌 To qualify:
The error must not be due to:
This guarantee ensures accuracy, accountability, and peace of mind when filing with us.
100% Satisfaction Guarantee
Your satisfaction is our priority. That’s why you only pay when you accept your return.
No commitment until approval – If you authorize us to e-file your tax return or take the completed return for filing, you are confirming acceptance and agreeing to pay all fees when due.
With R&M Advisory, you get confidence, transparency, and trust in your tax preparation experience.
Audit Support Guarantee
If you receive an IRS or other tax notice related to a return filed with R&M Advisory, we’ll provide guidance at no additional charge—helping you understand the notice and outlining the next steps to respond.
⚠️ Please note:
This guarantee does not include in-person audit representation or assistance in responding, which is available separately. Additionally, R&M Advisory does not provide legal advice.
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