Cancellation & Refund Policy

Please note that when you schedule an appointment with Litherland Tax & Accounting Services, we reserve time in our schedule specifically for you.

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Litherland Tax & Accounting Services is by appointment only. Office visits and client services must be scheduled in advance through our website. Appointments may be offered in person, by phone, or by video meeting, depending on the service selected and availability.

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Appointment Cancellations & No-Shows

To avoid a cancellation fee, please cancel or reschedule your appointment at least 24 hours before the scheduled appointment time.

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Appointments cancelled less than 24 hours before the scheduled appointment time may be subject to a $50 late cancellation fee. A $50 fee may also apply to missed appointments or no-shows.

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To cancel or reschedule an appointment, please email our office at info@mitaxaccountant.com at least 24 hours before your scheduled appointment. You must also decline the calendar appointment invitation that was sent to you. Both steps are required to properly cancel or reschedule your appointment.

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Complimentary Consultations

A card on file may be required to reserve a complimentary consultation. Your card will not be charged for the complimentary consultation unless an applicable late cancellation, no-show, or other fee disclosed under this policy applies.

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One complimentary consultation is available per tax season for the selected service. Complimentary consultations are intended for introductory, intake, or tax preparation purposes based on the service selected. They do not include tax planning, CPA advisory, entity questions, bookkeeping cleanup, tax resolution, IRS or state representation, research, extensive document review, or other billable CPA, tax, accounting, bookkeeping, payroll, advisory, administrative, or professional services.

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Monthly Accounting & Bookkeeping consultations are intended as a one-time introductory meeting to determine whether LTAS may be a good fit, gather basic information about the prospective client's needs, and discuss potential services and pricing. This consultation does not include bookkeeping cleanup, account review, QuickBooks troubleshooting, payroll correction, tax planning, or other billable advisory work.

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If an appointment is booked under a complimentary service but the matters discussed, reviewed, researched, or addressed fall outside the scope of that complimentary service or otherwise require a paid professional service, Litherland Tax & Accounting Services reserves the right to reclassify the service, require that the appointment be rebooked under the appropriate paid service, or invoice the client for the applicable professional services provided.

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If additional professional services are identified during the appointment, LTAS will advise the client that additional fees apply before proceeding with material work outside the scope of the complimentary consultation. By requesting or authorizing LTAS to proceed with those additional services, the client agrees to pay the applicable fees.

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Clients are responsible for providing any information or documents requested in advance of an appointment. If information necessary for the scheduled service is not provided timely, LTAS may reschedule the appointment or determine that a separate paid consultation is required.

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CPA Consultation & Advisory Appointments

CPA Consultation & Advisory appointments are paid professional consultations. The $300 consultation fee is charged upon booking and covers up to 60 minutes with our Certified Public Accountant. The consultation may be conducted in person, by phone, or by video meeting, depending on the appointment selected and availability.

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CPA Consultation & Advisory fees are non-refundable once the appointment has been reserved, except where required by applicable law or in the event of a billing error identified by LTAS.

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Services, Payments & Refunds

By using this site or engaging Litherland Tax & Accounting Services, LLC, you acknowledge that payments processed by our firm may be for tax, accounting, bookkeeping, payroll, advisory, consultation, administrative, representation, or related professional services performed or prepared by LTAS, its owners, employees, contractors, or staff.

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Fees for completed services, work performed, consultations, time reserved, administrative work, document review, research, tax preparation, bookkeeping, payroll, tax resolution, representation, and other professional services are non-refundable, except where required by applicable law.

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Retainers and service deposits are subject to the terms of the applicable engagement agreement.

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Our firm generally collects payment at the completion of services, except for CPA Consultation & Advisory appointments, retainers, service deposits, or other services for which advance payment is required.

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Refunds are generally limited to duplicate payments, transaction errors, billing errors, or circumstances where a refund is required by applicable law.

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Refund requests must be submitted in writing by email to info@mitaxaccountant.com or by mail to Litherland Tax & Accounting Services, LLC.

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After receiving a refund request, Litherland Tax & Accounting Services, LLC will review the circumstances. If a refund is approved, it will be processed within 15 days using a method determined by LTAS.

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If LTAS reasonably believes that a payment dispute or claim of unauthorized card usage is inaccurate or fraudulent, the firm reserves the right to provide relevant transaction and service records to the payment processor, financial institution, or other appropriate parties and to take appropriate action as permitted by law.

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Litherland Tax & Accounting Services, LLC reserves the right to modify this Cancellation & Refund Policy. Any revised policy will apply prospectively upon posting to our website, except as otherwise required by applicable law.