We want every client engagement to be a great experience. If something is not working for you, please contact us. We will always try to resolve your concern before you need to cancel.
This Cancellation and Refund Policy applies to all services provided by Proximal Solution LLC. Because our services are professional in nature and often involve significant time investment before final delivery, our refund terms vary by service type.
We distinguish between two categories of services:
Monthly service engagements may be cancelled by providing a minimum of 30 days written notice to info@proximalsolution.com. Notice must be sent via email and include your name, company name, and the service you wish to cancel.
The cancellation will take effect at the end of the current billing period following the required notice period. For example, if you give notice on June 10, and your billing period ends June 30, the cancellation will take effect July 31 (30 days from notice).
Monthly service fees paid in advance are not refundable for the current billing period, as work is typically in progress or has already commenced. If you cancel with proper notice:
Upon cancellation, we will deliver all completed work product to you in full provided all outstanding fees are paid. We will provide your financial records in a standard format (QuickBooks export, Excel, PDF) to facilitate a smooth transition to a new provider.
Tax preparation is a time-intensive professional service. Our refund policy for tax services is as follows:
Company formation services involve state government filings. Our refund policy is:
ITIN application preparation involves significant professional work and direct interaction with the IRS.
For fixed-scope BI or FP&A projects:
The following fees are non-refundable under any circumstances:
Government filing fees are paid directly to state agencies or the IRS. These are outside our control and cannot be reversed once submitted. We clearly communicate government fee amounts before you engage us.
To request a cancellation or refund, please follow these steps:
We review each request individually and are committed to resolving all concerns fairly and promptly. If you have a concern about service quality before requesting a cancellation, please contact us first so we have an opportunity to address it.
| Service | Before Start | In Progress | After Delivery |
|---|---|---|---|
| Monthly Bookkeeping / FP&A Retainer | 30-day notice, prorated refund | Current period non-refundable | Future periods refunded |
| Tax Return Filing | Full refund | 50% minimum retained | No refund |
| Company Formation | Full service fee refund | State fees non-refundable | No refund |
| ITIN Application | Full refund | 50% refund after W-7 prepared | No refund after IRS submission |
| BI / FP&A Project | Full refund | Proportional refund minus 20% | No refund |
If you believe you have been charged incorrectly or are dissatisfied with a refund decision, you may escalate your concern by emailing info@proximalsolution.com with the subject line “Billing Dispute.” We will review and respond within 5 business days.
Our goal is to resolve all disputes fairly and amicably. We do not want any client to leave an engagement feeling unheard or unfairly treated.
Any unresolved disputes are subject to the dispute resolution provisions set out in our Terms and Conditions, available at proximalsolution.com/terms.
For cancellation requests, refund inquiries, or billing questions: