Effective Date: September 27, 2026
Summit Tax Advisory LLC (“Summit Tax Advisory,” “Summit,” “we,” “us,” or “our”) provides professional tax, bookkeeping, advisory, business, document preparation, notary, and related services.
Because our services involve professional time, expertise, preparation, research, processing, administrative work, and other resources, our refund and cancellation practices are based on the status of the services and expenses associated with the engagement.
1. Professional Services
Fees for professional services that have already been performed are generally nonrefundable.
This includes services that have been completed, substantially completed, prepared, processed, filed, submitted, delivered, or otherwise performed on the Client's behalf.
Examples may include:
- Individual income tax preparation
- Business tax return preparation
- Tax planning and advisory services
- Bookkeeping services
- Sales tax services
- Franchise tax services
- IRS or state notice assistance
- Business formation assistance
- EIN application assistance
- ITIN-related services
- Document preparation
- Notary services
- Other professional services agreed upon with the Client
Payment for a service does not necessarily mean that every step of the engagement has been completed. However, fees attributable to work already performed are generally earned and nonrefundable.
2. Government Fees and Third-Party Expenses
Certain services may require Summit Tax Advisory to pay or incur fees or expenses on the Client's behalf.
These may include:
- State filing fees
- County filing fees
- Government application fees
- Expedited processing fees
- Registered-agent fees
- Third-party service fees
- Other authorized expenses
Once a government fee or other nonrecoverable third-party expense has been paid or incurred on the Client's behalf, that amount is generally nonrefundable, even if the Client later cancels the service or disputes the professional fee.
Government agencies and third-party providers determine whether their own fees are refundable.
3. Cancellation Before Services Begin
If a Client cancels a service before Summit Tax Advisory has begun performing the service, the Client may be eligible for a refund of amounts paid for services that have not been performed, subject to any applicable nonrefundable fees or expenses already incurred.
Any refund will be determined based on the specific service, applicable engagement terms, and expenses already incurred.
4. Cancellation After Work Has Begun
If a Client cancels after Summit Tax Advisory has begun performing the service, the Client remains responsible for fees associated with work already performed and authorized expenses already incurred.
Cancellation does not automatically entitle the Client to a full or partial refund.
Where appropriate, Summit Tax Advisory may determine that a partial refund or other adjustment is reasonable based on the amount of work performed and the circumstances of the cancellation.
5. Errors or Service Issues
Summit Tax Advisory strives to provide accurate, professional, and timely services.
If Summit Tax Advisory determines that an error was caused by Summit Tax Advisory in performing a service, we will make reasonable efforts to correct the issue.
Depending on the circumstances, Summit Tax Advisory may provide a service credit toward a future or corrective service rather than issuing a cash refund.
A service credit is intended to provide an appropriate business remedy for an eligible service issue and does not constitute an admission of liability or wrongdoing.
Nothing in this Policy limits any rights or remedies that cannot legally be limited.
6. Client-Provided Information
Clients are responsible for providing complete, accurate, and timely information and documentation.
Summit Tax Advisory is not responsible for refunds or costs resulting from inaccurate, incomplete, misleading, or late information provided by the Client.
If additional work is required because information was omitted, changed, corrected, or provided after work has begun, additional fees may apply.
7. Government Processing and Filing Outcomes
Payment for professional services does not guarantee approval, acceptance, processing, or a particular outcome by the IRS, Texas Comptroller, Secretary of State, county, or another governmental agency.
A government agency's rejection, delay, processing issue, request for additional information, or other decision does not automatically entitle the Client to a refund for professional services already performed.
If additional work is necessary because of a government request or issue, the additional work may be subject to an additional fee unless otherwise agreed.
8. Appointments and Cancellations
Appointments may be canceled or rescheduled according to the appointment terms communicated at the time of booking.
If a Client fails to attend an appointment, arrives significantly late, or cancels with insufficient notice, Summit Tax Advisory may apply applicable appointment or cancellation policies communicated at the time of booking.
Any appointment fee or deposit will be handled according to the terms provided when the appointment was scheduled.
9. Chargebacks and Payment Disputes
A Client's decision to initiate a chargeback or payment dispute does not automatically cancel amounts owed for professional services already performed or expenses already incurred.
If a payment is disputed, Summit Tax Advisory may provide the applicable payment processor with documentation relevant to the transaction, including the invoice, service description, payment information, communications, evidence of work performed, and documentation of authorized expenses, to the extent permitted by applicable law.
Summit Tax Advisory will handle client and tax-return information in accordance with applicable privacy, confidentiality, and tax-return-information requirements.
Clients are encouraged to contact Summit Tax Advisory directly regarding billing concerns so that we have an opportunity to review and address the matter.
Nothing in this section prevents a Client from exercising rights provided by applicable law or the Client's payment provider.
10. No Waiver of Legal Rights
Nothing in this Refund & Cancellation Policy is intended to waive, limit, or exclude any refund right, consumer protection, or other legal right that cannot legally be waived, limited, or excluded.
11. Policy Changes
Summit Tax Advisory may update this Refund & Cancellation Policy from time to time.
The current version will be posted on the Summit Tax Advisory website with the applicable Effective Date.
The version applicable to a particular transaction will generally be the version presented or incorporated at the time the Client purchases or engages for the applicable service, unless otherwise required by law or agreed in writing.
12. Contact Us
Questions regarding refunds, cancellations, or billing may be directed to:
Summit Tax Advisory LLC Austin, Texas
Email: info@summittaxadvisor.com Phone: (512) 702-0637 Website: summittaxadvisor.com
Last Updated: September 27, 2026