​​​​​​Return/Cancellation Policies


If you wish to return any unused books, please call 800-558-3402, ext. 3, for return authorization. Returns must be made within 60 days of receipt. E-books and other downloadable products are not eligible for return. Certain items and shipping costs are nonrefundable.


New membership is refundable within the first 30 days of membership; however, all benefits, including registrations for events included in the membership level, will be forfeited.

Membership dues are not refundable after the first 30 days of a new membership, or with renewal of membership. Exclusions may apply if a significant number of benefits have been utilized in the first 30 days. TheTaxBook  WebLibrary is nonrefundable. All benefits refer to the National organization and may not apply to chapters.

In-Person Education

To cancel your registration, you must notify Member Services prior to the start of the course. Administrative fees may be withheld from your refund. Please refer to the specific course’s registration page for that event’s refund policy, as it varies.

Registration substitutions are accepted, provided the transferee pays any applicable fee difference.

We reserve the right to cancel workshops or events for any reason, at any time. In the rare case of a cancellation, we are not responsible for travel or hotel expenses for attendees.

Online Education

Online education is nonrefundable. If you are unable to attend a live webinar or workshop, we may be able to transfer you to the on-demand version.

For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at 800-558-3402, ext. 3.


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