Refund & Cancellation Policy for Healey & Associates

Last Updated: September 26, 2025

Healey & Associates is committed to providing exceptional accounting and advisory services. This policy outlines our practices regarding payments, cancellations, and refunds.

General Terms

Payments made to Healey & Associates are for professional services rendered or to be rendered. The specific terms, scope of services, and fee structure for any engagement are governed by the formal Engagement Letter signed between you (the “Client”) and Healey & Associates.

Payments for Services

Fees for our professional services are earned as services are performed. We may require a retainer before commencing work. Payments for invoices are due upon receipt, unless otherwise specified in your Engagement Letter. Online payments are processed through a secure third-party payment gateway.

Cancellation of Services

A Client may terminate an engagement at any time by providing written notice to Healey & Associates. Upon cancellation, the Client will be responsible for payment of all fees for work performed and expenses incurred up to the date of termination.

Refund Policy

• Services Rendered: Payments made for professional services that have already been performed are non-refundable.

• Retainers: Unused portions of a retainer will be refunded to the Client after all outstanding fees for services rendered and expenses incurred have been deducted.

• Overpayments: In the event of an accidental overpayment, the excess amount will be refunded to the Client upon request or applied as a credit to future services, at the Client’s discretion.

All refunds are processed at the sole discretion of Healey & Associates and are subject to the terms of the Client’s Engagement Letter.

Contact Us

If you have any questions regarding your invoice, payment, or this policy, please contact our office directly:

• Phone: 760.320.2107

• E-mail: rs@healeycpas.com

• Postal Address: 72100 Magnesia Falls Drive, Suite 4, Rancho Mirage, CA 92270