Refund Policies for Courses and Programs

Money Back Guarantee

Within 10 business days following receipt by email of an e-learning student User ID, a student may cancel enrollment and receive a full refund of all tuition and fees.

Refund Policy

If cancellation of enrollment occurs after 5 days of receipt of a student User ID, the following refund policies will apply:

1. If cancellation occurs after 10 business days, the student will receive a refund less a 25% registration fee provided that any graded assignments have not been accessed.
2. If cancellation occurs after accessing any graded assignments, the student will not be entitled to a refund.

Refunds must be requested by giving notice of cancellation within the course access time frame specified. Please allow 30 days for refunds to be processed. Refunds may take 1-2 billing cycles to appear on your statement dependent on your credit card provider.

Refund requests should be e-mailed to info@theincometaxschool.com

Money Back Guarantee

Within 10 business days following receipt by email of an e-learning student User ID, a student may cancel enrollment and receive a full refund of all tuition and fees less any shipping charges incurred by Surgent Income Tax School (ITS) and any installment payment plan fees (if applicable), provided that the student has not accessed more than the first three chapters of the first module of the course.

Please Note:

• Guide to Start and Grow Your Successful Tax Business and/or Tax Business Start-up Guides are nonrefundable.
• Printed/hard copy books are nonrefundable.
• Installment payment plan fees are nonrefundable.

Refund Policy

If you cancel your enrollment after 10 business days of receipt of your student User ID, the following refund policies will apply:

1. If cancellation occurs before completion of or access to less than 50% of the course, the student will receive a prorated refund of tuition, less a $100 registration fee and any shipping charges incurred by Surgent ITS.

• • • Installment payment plan fees are nonrefundable.
    • Guide to Start and Grow Your Successful Tax Business and/or Tax Business Start-up Guides are nonrefundable.
    • Printed/hard copy books are nonrefundable.

2. If cancellation occurs after completion of or access to 50% or more of the course, the student will not be entitled to a refund.

• • • • Installment payment plan fees are nonrefundable.
      • Guide to Start and Grow Your Successful Tax Business and/or Tax Business Start-up Guides are nonrefundable.
      • Printed/hard copy books are nonrefundable.

Refunds must be requested by giving notice of cancellation within the time frame specified for the course completion or one year of the date of enrollment, whichever is earlier. Please allow 30 days for refunds to be processed. Refunds may take 1-2 billing cycles to appear on your statement dependent on your credit card provider.

Refund requests should be e-mailed to info@theincometaxschool.com.

Within 10 business days following receipt by email of an e-learning student User ID, a student may cancel enrollment and receive a full refund of all tuition and fees less shipping charges incurred by Surgent ITS, provided that the student has not accessed more than the first three chapters of the first module in the first course.

Please Note:

• Guide to Start and Grow Your Successful Tax Business and/or Tax Business Start-up Guides are nonrefundable.
• Installment fees are nonrefundable.
• Print/hard-copy books are nonrefundable.

Refunds must be requested by giving notice of cancellation within the time frame specified for the course completion or one year of the date of enrollment, whichever is earlier. Please allow 30 days for refunds to be processed. Dependent on your credit card provider, refunds may take 1-2 billing cycles to appear on your statement.

Refund requests should be e-mailed to info@theincometaxschool.com

If cancellation occurs after 10 business days and prior to one year of receipt of a student User ID, the following refund policies will apply:

If cancellation occurs before completion of or access to less than 50% of a course the student is currently enrolled within the Chartered Tax Certificate Program, the student will receive a prorated refund of tuition of the course currently enrolled in, as well as any other courses in the program that have not been accessed

1. The refund will be calculated as follows:
   • a discounted price of each course in the program (listed in the below), less a $100 registration fee and any shipping charges incurred by Surgent ITS.
   • any additional discounts that were applied at the time of purchase will be taken into account when a refund is calculated.
2. Any printed/hard copy books purchased are a separate fee and are nonrefundable.
3. Guide to Start and Grow Your Successful Tax Business and/or Tax Business Start-up Guides are nonrefundable.
4. Installment/Payment Plan fees are nonrefundable.
5. No refunds will be made after one year from the date the student ID was issued.

If cancellation occurs after completion of more than 50% of a course within the Chartered Tax Certificate Program, the student will not be entitled to a refund for that course, but will be entitled to a prorated refund of any courses not accessed.

1. The refund will be calculated as follows:
   • a discounted price of each course in the program (listed in the table below), less a $100 registration fee and any shipping charges incurred by Surgent ITS.
   • any additional discounts that were applied at the time of purchase will be taken into account when a refund is calculated.
2. Any printed/hard copy books purchased are a separate fee and are nonrefundable.
3. Guide to Start and Grow Your Successful Tax Business and/or Tax Business Start-up Guides are nonrefundable.
4. Installment fees are nonrefundable.
5. No refunds will be made after one year from the date the student ID was issued.

(Prices do not include any optional book fees or discounts that may apply.)

Students who do not finish a course within The Chartered Tax Certificate Program may request an extension. Extension terms are 3 months for 30 hour courses and 6 months for 60 hour courses. Only one extension may be issued per course within The Chartered Tax Certificate Programs. Additional printed books are available for a fee. Students have 180 days after the expiration of their course date to be granted an extension. Please note that the course edition you need an extension for may be an outdated version at the time of your request, and an extension may cause you to start the course over.

Extend your unfinished course for another term