REFUND AND CANCELLATION POLICY

Effective Date: October 26, 2026
Last Updated: October 26, 2026

This Refund and Cancellation Policy applies to services purchased from Alternative Consulting Group, LLC, doing business as AltTaxPlans, and applicable programs offered through AltTaxPlans Education Institute.

Professional Services

AltTaxPlans provides customized professional services that require time, expertise, research, document review, tax preparation, software configuration, and other resources. Therefore, payments are nonrefundable once the contracted service has been completed or the applicable work has been performed.

Completed services may include:

• Tax return preparation or filing
• Sales and use tax registration, filing, and compliance services
• Accounting and bookkeeping services
• Payroll tax compliance services
• Estate, trust, and gift tax compliance services
• HOA tax, accounting, and records-compliance services
• Transportation tax compliance services, including Form 2290
• Software setup, configuration, or implementation
• Tax consultations, assessments, and research
• IRS correspondence or representation services
• Reports, analysis, workpapers, and other professional deliverables

Correction of Errors

If an error is directly caused by AltTaxPlans or one of its authorized representatives, AltTaxPlans will correct the error at no additional professional service charge.

This correction policy does not apply when additional or corrective work is required because of:

• Inaccurate, incomplete, or late information provided by the client
• Information omitted or withheld by the client
• Changes in the client’s facts or circumstances
• Actions taken by the client or a third party without our knowledge
• Government agency errors, delays, or processing decisions
• Changes in tax laws, regulations, or filing requirements
• The client’s failure to review, approve, sign, pay, or file documents on time
• Work previously completed by another tax professional, accountant, bookkeeper, software provider, or third party

AltTaxPlans’ agreement to correct an error does not automatically include reimbursement of taxes, penalties, interest, lost profits, business losses, or other expenses. Any additional responsibility will be determined by the applicable engagement agreement and governing law.

Client-Requested Changes

Additional fees may apply when a client requests revisions, expanded services, or additional work beyond the original scope of the engagement.

Corrections required because the client provided incorrect, incomplete, or late information are not considered errors by AltTaxPlans and may be billed as additional services.

Cancellations Before Completion

If a client cancels a service before it is completed, the client remains responsible for payment for all work already performed, time incurred, resources committed, and non-recoverable expenses.

Any unused portion of an advance payment will be addressed according to the applicable engagement agreement and governing law.

Consultations and Appointments

Consultation and assessment fees are nonrefundable after the scheduled service has been provided.

Clients should provide at least 24 hours’ notice when requesting to cancel or reschedule an appointment. Missed appointments and late cancellations may result in the loss of the appointment fee or the assessment of a rescheduling fee.

Government and Third-Party Fees

Government filing fees, software charges, payment-processing fees, postage, shipping, licensing charges, and other third-party costs are nonrefundable once they have been paid, transmitted, or incurred.

AltTaxPlans cannot guarantee that a government agency, software provider, payment processor, or other third party will issue a refund.

Education and Training Programs

Courses, workshops, examination-preparation programs, digital materials, and other training services offered through AltTaxPlans Education Institute may be governed by a separate enrollment agreement or program-specific refund policy.

When separate program terms are provided, those terms will be controlled. Completed training sessions and accessed or downloaded digital materials are nonrefundable unless otherwise required by law.

Submitting a Concern

Clients who believe an error has occurred should notify AltTaxPlans promptly. The request should include the client’s name, the service received, the date of service, and a clear description of the concern.

Contact Information

Alternative Consulting Group, LLC
Doing Business as AltTaxPlans
Georgia-Based Virtual Business
Serving Clients Nationwide Through Secure Virtual Appointments

Email: [email protected]
Phone: 470-230-2313
Website: www.alttaxplans.com

Additional Terms

This policy must be read together with the applicable engagement agreement, invoice terms, enrollment agreement, and service-specific conditions.

If a signed agreement contains different refund or cancellation provisions, the signed agreement will control to the extent permitted by law.

Nothing in this policy limits any rights or remedies that cannot legally be waived.