Tax Materials, Inc. Refund Policies
Satisfaction is our First Priority
At Tax Materials, Inc. we stand behind our products and guarantee customer satisfaction.

TheTaxBook Series
Use TheTaxBook the entire tax season. If you are not satisfied for any reason, return it by April 15 for a full refund.

TheTaxBook WebLibrary
If you are not satisfied with TheTaxBook WebLibrary for any reason, call or email us within 30 days of your purchase and we will issue a full refund.

TheTaxReview CPE Series
If you are not satisfied with the Online Credit Hours for any reason, and have not used your hours to complete CPE courses, call or email us within 30 days of your purchase and we will issue a full refund. Note, Tax Materials, Inc. will not provide a refund if you have used any portion of your hours.

Pocket Calendar with Mileage and Expense Log
If you are not satisfied with the Pocket Calendar with Mileage and Expense Log Booklets, return the product to us within 30 days of receipt and we will issue a full refund.

Client Handouts Online
If you are not satisfied with the Client Handouts Online service for any reason, call or email us within 30 days of your purchase and we will issue a full refund.

How to Return a Product
Please note the refund amount for returned products will not include shipping and handling charges.

  1. Call 1-866-919-5277 to request a transaction number.
  2. Include a note with the transaction number along with the product.
  3. Ship the product, transaction number, and packing list to:

Tax Materials, Inc.
15105 Minnetonka Ind. Rd. STE 221
Minnetonka, MN 55345