Refund Policy
Clear guidelines and straightforward procedures for service refunds at Summitedgadv
Eligibility and General Terms
We understand that circumstances change, and sometimes our tax optimization services might not align with your evolving business needs. That's perfectly normal in the business world.
Refund requests are considered within 14 days of service commencement for consultation packages, or within 30 days for comprehensive strategy development services. We've found these timeframes give clients enough opportunity to assess whether our approach matches their expectations.
Services that have been substantially delivered, such as completed tax assessments or finalized optimization strategies, are typically not eligible for full refunds. However, we're always open to discussing partial refunds or service modifications that better suit your situation.
Digital materials and downloadable resources cannot be refunded once accessed, as we have no way to retrieve this information. We mention this upfront because it's only fair to be transparent about these limitations.
Refund Process Timeline
Initial Request Submission
Contact us via email or phone with your refund request. Include your service agreement details and a brief explanation of your situation. We typically acknowledge requests within 2 business days because we know waiting can be stressful.
Review and Assessment
Our team reviews your case within 5-7 business days. We examine what services were delivered, the timeline involved, and any unique circumstances. Sometimes we'll reach out for clarification or to discuss alternative solutions that might work better for everyone.
Decision and Processing
Once approved, refunds are processed within 10 business days. The actual appearance in your account depends on your payment method - credit cards usually take 3-5 business days, while bank transfers can take up to 7 business days. We'll provide tracking information where possible.
Payment Method Considerations
Different payment methods have different refund processing characteristics, and we want you to know what to expect based on how you originally paid.
Credit and debit card refunds appear as credits on your statement, usually within 3-5 business days after we process them. Bank transfer refunds require us to initiate a direct transfer back to your account, which typically takes 5-7 business days but can occasionally take longer during busy banking periods.
For business accounts or corporate payments, additional verification steps might be required by your financial institution, potentially extending the timeline by a few days. We'll keep you informed if we encounter any processing delays on our end.
International payments sometimes involve currency conversion fees during the refund process. While we absorb these costs when possible, complex international transactions might result in slight variations in the refunded amount due to exchange rate fluctuations between the original payment date and refund processing date.
Questions About Refunds?
Our team is here to help explain the process and discuss your specific situation
This refund policy is effective as of January 2025 and reflects our current procedures and timelines.