Refund Policy

Consultation Fees (Flat Rate or Hourly Services)

Fees paid for initial consultations, flat-rate services, or hourly consultations are non-refundable once the service has been rendered or work has commenced. Work may include one or all of the following:

• Preliminary tax analysis

• Document review

• Verbal or written recommendations

• Market or comparable assessments

• Analysis of eligibility for specific exemptions

• Assistance with applying for property exemptions

• Assistance with applying for property tax refunds

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If a consultation is canceled at least 24 hours in advance, and no work has begun, a refund may be issued minus a small administrative fee (typically 5–10%).

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Appeal-Based Services (Contingency or Performance-Based)

If your service agreement is based on a contingency model (e.g., a percentage of tax savings), you are only billed if we achieve a result defined in your engagement terms.

In such cases:

• If we cannot successfully help you reduce your assessment ratio, assessed property value, or tax liability, your consultation fee is the only fee owed.  

• Consultation fees are not refundable.

• Refunds are unavailable if a contingency fee is billed following a successful result, as the fee is tied directly to delivered performance.

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Service Cancellations

If you cancel a project after work has started but before completion:

• You may be billed for the portion of work already completed.

• Any prepaid amount beyond that may be eligible for a partial refund, at our sole discretion.

To request cancellation, please contact us in writing at [Insert Email Address].

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 Refund Requests

Refund requests must be submitted in writing within 10 business days of the disputed charge or service issue. Include:

• Your full name and contact information

• A description of the service and reason for the request

• Any relevant documentation or correspondence

We will respond within 5–7 business days with a resolution or request for additional information.

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Discretionary Exceptions

We reserve the right to issue refunds outside of this policy in exceptional cases, such as:

• Billing errors

• Duplicate payments

• Technical issues preventing service delivery

All decisions are made at our discretion and will be documented in writing.

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