01
Payment Before Work
Payment is generally required before MKB begins work, unless a written exception is approved.
Make a Payment
Submit Your Payment Securely Through MKB Financial Group.
Use this page to make an approved payment for bookkeeping, tax preparation, tax planning, payroll support, business formation, compliance support, cleanup bookkeeping, consultation fees, or other confirmed services.
Please do not submit payment unless your service or invoice has been confirmed.
Payments are generally required before work begins, unless MKB has approved a tax preparation refund-balance arrangement in writing.
Payments are generally required before work begins, unless MKB has approved a tax preparation refund-balance arrangement in writing.
Payment Portal
Make your payment here.
This is one general payment link for approved MKB services. If you are unsure what amount to pay, contact MKB before submitting payment.
Payment is part of the onboarding process.
Most MKB services require payment before work begins. This helps confirm your place in the workflow, protects scheduled time, and allows MKB to begin the agreed service according to the approved scope.
Tax preparation clients may be approved for a refund-paid balance arrangement when available and accepted by MKB. That arrangement must be confirmed separately.
General MKB Payment
Use this button only after your consultation, invoice, engagement letter, or service amount has been confirmed.
- Bookkeeping retainers
- Tax preparation payments
- Tax planning consultations
- Payroll support payments
- Business formation or compliance support
- Cleanup bookkeeping payments
- Consultation or service fees
Payment Policy: Unless otherwise stated in writing, all payments made to MKB Financial Group are non-refundable and non-transferable. Payment does not guarantee a refund, tax result, filing acceptance, deadline completion, or specific outcome. Final service terms are controlled by your engagement letter, invoice, written scope, or written agreement.
Payment Rules
Important payment terms before submitting payment.
These terms help keep the process clear and protect both MKB and the client before work begins.
02
Tax Refund Exception
For tax preparation, MKB may allow an approved refund-paid balance arrangement when available and confirmed.
03
Non-Refundable
Payments are non-refundable unless MKB states otherwise in writing.
04
Non-Transferable
Payments cannot be transferred to another person, business, tax year, or unrelated service unless approved in writing.
Frequently Asked Questions
Payment questions before you submit.
Should I pay before speaking with MKB?
No. You should only submit payment after your service, invoice, consultation, or engagement terms have been confirmed.
Are payments refundable?
Unless otherwise stated in writing, payments made to MKB are non-refundable and non-transferable.
Can my tax preparation balance come out of my refund?
MKB may allow an approved tax preparation refund-paid balance arrangement when available. This must be confirmed separately and may be subject to third-party processing rules and fees.
Does payment mean MKB accepted me as a client?
Payment alone does not automatically create a client relationship. Client acceptance, scope, required documents, and engagement terms must be confirmed by MKB.
What payment processor do you use?
MKB uses Stripe or another approved third-party payment processor for secure payment processing.
What if I paid the wrong amount?
Contact MKB immediately at [email protected] or 833-379-2230. Do not submit duplicate payments without confirming first.
Need Confirmation?
Not sure what to pay?
Contact MKB before submitting payment. We’ll confirm your service, amount, next steps, and document requirements.
✦ Secure payment link
✦ Scope confirmed first
✦ Non-refundable payments
✦ Engagement terms control