Legal

Refund Policy

Effective Date: January 1, 2026 · Last Updated: March 1, 2026

We stand behind the quality of our service. Please review this policy carefully before purchasing.

Our Commitment

FormRight is committed to delivering high-quality document preparation and filing services. We want every client to feel confident in their purchase. This policy outlines the circumstances under which refunds are available.

Starter Plan — $49

Refund window: 48 hours from the time of purchase, provided documents have not been downloaded.

Once documents have been accessed or downloaded, the Starter plan is non-refundable, as the deliverable has been fully provided. If you experience a technical issue preventing document access, contact us within 48 hours and we will resolve it or issue a full refund.

Standard Plan — $149

Before state filing is submitted: Full refund available within 5 business days of purchase if you request cancellation before we have submitted any filings on your behalf.

After state filing is submitted: No refund is available once the state filing has been submitted, as government filing fees and staff time are non-recoverable. A partial credit of $150 may be applied toward a future FormRight service at our discretion.

Pro Plan — $249

Before IRS submission: A refund of $800 is available if cancellation is requested before the IRS 1023-EZ application is submitted. The $399 non-refundable portion covers document preparation, state filing, and EIN processing already completed.

After IRS submission: No refund is available once the IRS application has been submitted. IRS determination outcomes — including approval, rejection, or request for additional information — are outside FormRight's control and do not qualify for refund.

Full Form 1023 (Long Form) — $3,500+

Refund terms for Full 1023 engagements are specified in your individual service agreement. Generally, a refund of unused hours/phases is available upon written cancellation request, less a non-refundable retainer of $750 for work already completed.

Add-On Services

Registered Agent ($129/yr): Refundable within 30 days of purchase if no registered agent services have been provided. Pro-rated refunds are not available after 30 days.
Compliance Reminders ($49/yr): Non-refundable after activation.
Board Training ($199): Refundable up to 48 hours before the scheduled session. No refund for no-shows or late cancellations.

IRS and State Filing Outcomes

FormRight does not issue refunds based on IRS or state agency decisions, including rejection of filings, requests for additional information, or denial of tax-exempt status. These outcomes are determined solely by government agencies and are outside our control.

If a rejection occurs due to a documented error made by FormRight (not based on information you provided), we will correct and resubmit at no additional charge.

How to Request a Refund

To request a refund, email billing@rightform.org with your name, order ID, and reason for the request. We respond to all refund requests within 2 business days. Approved refunds are processed within 5–10 business days to your original payment method.

Chargebacks

We encourage you to contact us directly before initiating a chargeback with your bank or credit card company. Unresolved chargebacks may result in suspension of your FormRight account. We cooperate fully with all payment dispute processes.

Contact

Questions about refunds? Reach us at billing@rightform.org or call (800) 555-0190 Monday–Friday, 9am–5pm ET.