These payment plan terms apply to any payment plans purchased before 3/11/2021. If a payment plan was purchased on or after 3/11/2021, Affirm terms and conditions apply.
Surgent Income Tax School
201 N King of Prussia Rd
Radnor, PA 19087
Click to view a printable .pdf version of Surgent Income Tax School’s payment plan Terms & Conditions
*Note: The following Initial Payment and Total Amount prices do not include any hard copy books or other add-ons purchased with your order. All hard copy books and/or other add-ons will be paid at checkout in addition to the listed Initial Payment.
|Comprehensive Tax Course|
|Advanced I OR II Tax Course|
|Small Business I OR II Tax Course|
|Comprehensive + Advanced I Bundle|
|Comprehensive + Small Business I Bundle|
|Advanced I + Advanced II Bundle|
|Small Business I + Small Business II Bundle|
|Advanced I + Small Business I Bundle|
|Chartered Tax Advisor(CTA) Program|
|Chartered Tax Consultant(CTC) Program|
|Chartered Tax Professional(CTP) Program|
Course Name – Name of product being purchased.
Signup Fee – Covers processing and coverage of payment plan. Signup Fee is non-refundable.
Initial Payment – Amount due at checkout. Includes first month’s payment + signup fee. Does not include any hard copy books or other add-ons purchased with your order. Subject to change if purchasing with a coupon or other promotion code.
Monthly Payment – Amount due each of the following months after Initial Payment. Subject to change if purchasing wit ha coupon or other promotion code.
Term – The number of consecutive months Surgent Income Tax School will charge your credit/debit card or financial institution.
Total Amount – Total amount paid to Surgent Income Tax School after payment plan term has ended. Includes all Monthly Payments + Signup Fee. Does not include any hard copy books or other add-ons purchased with your order. Subject to change if purchasing with a coupon or other promotion code.
Terms & Conditions
By accepting these terms and conditions, I agree to pay the initial payment (including any applicable taxes and signup fee), and thereafter to pay the remaining number of payments, which will be billed monthly to my credit or debit card or withdrawn from my financial institution. I may prepay my outstanding balance for the Initial Term (as defined above) at any time.
I understand that by signing this form I give authorization to Surgent Income Tax School to charge my credit or debit card or withdraw from my financial institution for invoiced products or service charges. I hereby warrant that I have the authority to authorize charges to the listed account for the purpose of paying for products and services by Surgent Income Tax School. I understand and agree that Surgent Income Tax School is not liable in any way for erroneous bill statements or incorrect charges and that should an error occur in billing, Surgent Income Tax School’s only responsibility is to correct it when and if Surgent Income Tax School receives notice of the error. I understand that my credit or debit card or financial institution and Surgent Income Tax School reserve the right, upon written notification, to terminate this payment option and/or my participation in a course(s). Surgent Income Tax School reserves the right to restrict entry to courses and/or revoke account privileges if the account is not paid in full by the second installment payment due date and/or if any authorized charge is refused by the credit or debit card or my financial institution for any reason. I understand that payment will be charged to the credit or debit card or withdrawn from my financial institution on the installment days specified, or the next business day (or later, in the event of unforeseen events). I understand this authorization remains in force and effect until Surgent Income Tax School has received written notification of its termination in such time and manner as to afford Surgent Income Tax School and my financial institution a reasonable opportunity to act on it. I realize that if any account or credit/debit card number(s) provided at checkout changes, this authorization will remain in effect for the new account number(s). Under all payment plans, all payments are due on the dates specified regardless of course cancellation or rescheduling. I understand that all refunds or exchanges will be handled under Surgent Income Tax School’s standard course refund policies. Failure to continue scheduled payments in the event of cancelled or rescheduled courses may subject your account to cancellation. Surgent Income Tax School reserves the right to charge a processing fee in the event that any charge is refused for any reason.
I HEREBY AUTHORIZE SURGENT INCOME TAX SCHOOL TO WITHDRAW FUNDS FROM MY FINANCIAL INSTITUTION OR CHARGE MY CREDIT OR DEBIT CARD ON FILE WITH THE INCOME TAX SCHOOL FOR ALL PAYMENTS UNDER THIS CONTRACT DURING THE INITIAL TERM AND ALL SUBSEQUENT TERMS OR EXTENSIONS.
NOTICE TO BUYER — DO NOT SIGN THIS CONTRACT BEFORE YOU READ IT. YOU ARE ENTITLED TO AN EXACT COPY OF THE CONTRACT YOU SIGN. KEEP IT TO PROTECT YOUR LEGAL RIGHTS.
I ACCEPT THE TERMS OF THIS CONTRACT. I ACKNOWLEDGE RECEIPT OF A COPY OF THIS CONTRACT. I ACKNOWLEDGE THAT I HAVE RECEIVED, READ, AND AGREE TO BE BOUND BY THE INSTALLMENT PAYMENT PLAN ORDER TERMS AND CONDITIONS.
I ACKNOWLEDGE THAT I HAVE READ THE TUITION, ACADEMIC AND REFUND POLICIES LOCATED AT THIS URL:
ACCEPTED AND AGREE: SURGENT INCOME TAX SCHOOL (electronic signature)