Phoenix Tax is Retiring after 30 Plus Years!

Thank you for your business from the whole team!

Refund Policies, Terms and Conditions

30 Day Return

If you are not satisfied with any of our products, you can return them for a full refund, excluding shipping and handling charges. A refund must be requested within 30 days of purchase, and all hardcopy materials must be returned in the original box. You must also agree to remove any elearning materials from your electronic devices. No credit will be given for any materials marked on, missing or damaged in any way. Phoenix Tax will continue to honor the 30 Day Return policy for any products purchased by February 1st, 2024. To ensure a proper refund, follow the instructions below.

Pass Guarantee

  1. The Pass Guarantee applies only to products designated as "Packages."
  2. To receive a refund, you must have taken and failed a test/exam twice.
  3. You must provide your failed scores for both failed exams. This must be done within 30 days of the second failed exam.
  4. Hardcopy materials must be returned within 30 days of the second failed exam.
  5. If you purchased Enrolled Agent study materials together in a 3 part package, refunds will be pro-rated for the part being returned.
  6. The refund will only apply to the person who purchased the study materials from The Phoenix Tax Group. The refund policy does not apply to companies purchasing study materials for employees.
  7. Phoenix Tax will continue to honor the Pass Guarantee refund for the current testing season until 30 days after the end of the May 1st, 2023 - February 29th, 2024 testing window. Contact for questions or concerns.

Return Instructions

Send an email to: Include the following information:

  • First and Last Name on the original order
  • Original order number
  • Original order date
  • Contact phone number
  • Whether your order included hardcover materials, or is elearning only
  • Return shipment tracking number, if returning hardcover materials
  • Reason for requesting the refund. (e.g. 30 Day Return or Pass Guarantee)
  • Copies of your failed scores for both exams, for Pass Guarantee refunds

To return harcover materials, Please ship them to...
The Phoenix Tax Group
c/o Pacific Printing and Fulfillment
11311 White Rock Road
Rancho Cordova, CA 95742

You may use this RETURN LABEL as your mailing label to return your products. No refund will be given for items shipped to any other address.