Porter Williams Group LLC
General Policy
Because our services involve professional time, analysis, and reserved capacity, refunds are limited and handled under the guidelines below.
Tax Advisory & CFO/Financial Advisory
Fees for advisory services, consultations, and CFO/financial advisory work are non-refundable once work has startedor once a scheduled session has taken place.
If you need to reschedule a scheduled session, please notify us as soon as possible. Rescheduling is offered at our discretion and may be subject to timing and availability.
Accounting & Bookkeeping Services
For monthly recurring services, cancellations must be submitted in writing.
- If cancellation occurs before work begins for the billing period, you will not be charged for that period (or any unused portion, if applicable).
- If cancellation occurs after work has begun for the billing period, fees for that period are generally non-refundable.
Tax Preparation Services
Tax preparation fees are generally non-refundable once work has started.
If you cancel before work begins, we may refund amounts paid minus any non-refundable administrative or onboarding fees (if applicable).
Non-Payment / Failed Payments
If a payment fails or an invoice becomes past due, services may be paused until the account is brought current. Completed deliverables will be released once payment is successfully processed.
Billing Errors / Duplicate Charges
If you believe you were charged in error or charged more than once, please contact us promptly. Verified billing errors or duplicate payments will be corrected.
Porter Williams Group 