Overview
Keeper Tax is a service that helps people easily handle their taxes, especially if they have complex situations like being self-employed, working as contractors, or owning a business. They use smart AI technology combined with real tax experts to make filing taxes simple and stress-free. You can upload your tax documents easily, get help finding deductions automatically, and even connect your bank accounts for tracking expenses. They offer different price plans depending on how much help you want, including basic tax filing, tracking business deductions, and even dealing with complex tax cases. Plus, they have a mobile app, a helpful AI assistant for tax questions, and you can get support from human tax pros to make sure everything is done right. There's also a free trial so you can try it out before paying.
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The information was directly gathered from the official Keeper Tax website, which details their services, target users, technology used, and pricing plans in simple terms suitable for consumers.
How to Get a Keeper Tax Refund: Step by Step
If you purchased through PayPal:
- Log in to your PayPal account on the PayPal website.
- Navigate to Settings (gear icon) in the top right corner.
- Click on Payments tab.
- Select Manage automatic payments.
- Locate Keeper Tax in your list of active subscriptions.
- Select Keeper Tax and choose Cancel automatic payments.
- Confirm the cancellation on the confirmation page.
- After cancellation, immediately contact Keeper Tax support via email at support@keepertax.com or call +1 415 644 8982 to request a refund.
- When requesting your refund, emphasize that the subscription renewed without notice or that you did not use the service after renewal.
If you purchased directly on KeeperTax.com (non-PayPal):
- Log in to your Keeper Tax account at keepertax.com.
- Navigate to the Billing, Subscriptions, Settings, or Manage Account section.
- Cancel your subscription using the on-screen instructions.
- Contact Keeper Tax support immediately via email at support@keepertax.com or phone +1 415 644 8982 to request a refund.
- While requesting your refund, mention that you are within 30 days of purchase and have not used the service, highlighting the 100% Happiness Guarantee.
How to Contact Keeper Tax
If you need assistance, here’s how you can get in touch with Keeper Tax support team:
Tips and Tricks for Getting a Keeper Tax Refund
- Be persistent and polite: Consistently follow up with customer support using respectful language increases chances of resolution.
- Document all interactions: Keep detailed records of emails, chat logs, and phone calls to reference in disputes or escalations.
- Request escalation: If initial customer service reps are unhelpful, firmly ask to escalate your issue to a supervisor or manager.
- Use specific refund language: Clearly state "I am requesting a full refund due to service issues" instead of vague complaints.
- Contact during business hours: Reach out early in the day and mid-week for potentially quicker and more attentive responses.
- Utilize social media: Public complaints via Twitter or Facebook can prompt quicker responses from the company.
- Leverage third-party complaint sites: Mention filing complaints with BBB or similar platforms as a tactic to get company’s attention.
- Mention unmet expectations or failures: Emphasize any specific failures related to tax filings or promised services that justify the refund.
- Be concise and factual: Users report better success when complaints are straightforward and backed by facts rather than emotional language.
Why Do People Request Refunds from Keeper Tax
- Complex tax situations: Customers refunded when better served by in-person tax assistance.
- Errors in tax preparation: Inaccurate write-offs, inflated deductions, misrepresented income.
- Poor response to inquiries: Customers dissatisfied with inadequate communication.
- Mishandling of confidential financial data: Unauthorized sharing of bank account access, forged signatures on IRS refund checks.
- Poor communication methods: Limited to text-based interactions causing misunderstandings, delays, lack of trust.
- Pressure to sign tax returns: Customers felt coerced without reviewing returns first.
- Security and privacy concerns: Fear of identity theft due to handling of multiple names, and potential theft of mailed refund checks.
- Dissatisfaction leading to refund: Refunds issued after acknowledging challenges and customer frustration.
Keeper Tax Refund Script
Script
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Dear Keeper Tax Support,
I hope this message finds you well. I am reaching out regarding a billing issue I encountered recently. I noticed an unexpected charge on my account that I believe was an accidental billing. I have always appreciated your services, but this experience has left me quite dissatisfied.
I kindly request a refund for this charge, as I did not authorize it. Thank you for your attention to this matter, and I look forward to your prompt response.
Best regards,
Keeper Tax Refund Policy
The refund policy of Keeper Tax states that subscription fees are generally non-refundable. However, users may cancel their subscription and potentially receive a refund under specific circumstances, particularly if they believe they have been charged incorrectly.
The Easiest Way to Get a Keeper Tax Refund
If you’re frustrated trying to get a refund from Keeper Tax—or if you didn’t even realize you were being charged—Chargeback can help. Chargeback is a personal subscription manager that automatically detects hidden, recurring charges like Netflix, Hulu, and hundreds of others. With one click, we can cancel unwanted subscriptions, flag suspicious billing, and even initiate refund requests on your behalf. No more waiting on hold or navigating confusing help pages. Just connect your bank or card account, and we’ll take care of the rest.
Start reclaiming your money today with Chargeback
Editorial Note: These articles reflect the opinions of Chargeback's writers. Everyone's situation is unique; therefore, it is important to conduct your own research and note that our self-help tools are not guaranteed to help with any specific problem.
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