Due to the nature of our business, Wells Bookkeeping & Tax, LLC has the following cancellation policy. Effective August 1, 2017 this policy is included in all agreements, to include implied or verbal. The core service of WB&T is accounting, bookkeeping and tax. To cancel these agreements, please see the instructions WE agreed upon at inception – no two clients are the same!

To cancel all other products and services, please login to your portal and leave us a note. A team member must follow-up with you to confirm and discuss the release of your financial documents. 
All “other products and services” will be charged at least 1 hours base billing, when cancelled within 8 hours of inception. 


It is prohibited to send text messages to communicate account closure. You must adhere to this policy. Failure to do so will continue services; fees and late fees. All unpaid balances are sent to collections – No Exceptions!