Terms of Service
Effective date: January 1, 2025
Welcome to ClearPath Advisory (clepathadv.com), provider of tax optimization consulting services.
1. Introduction
These Terms of Service govern your access and use of services, digital content, and goods offered by ClearPath Advisory.
2. Services
ClearPath Advisory provides personalized tax optimization sessions, strategy planning, and related support.
3. Informational Products
Digital products include e-guides, online tutorials, and templates on tax planning.
4. Goods
Physical items such as branded stationery and printed guides sold through our site.
5. Scheduling and Changes
Clients may reschedule a session up to 48 hours before its start without any adjustment. Changes made later will be subject to additional fees.
6. Fees and Processing
All fees must be settled in advance. Accepted channels include credit card and bank transfer. For assistance, contact us.
7. Reimbursement Policy
7.1 Services
Sessions may be rescheduled at no cost if arranged at least 14 days prior. Cancellations within 7 days of the scheduled date are not eligible for a reimbursement. Cancellations made between 7 and 14 days before the session will receive a reimbursement of the session fee, processed via the original payment channel within 30 days.
7.2 Informational Products
Requests for reimbursement must be made within 14 days of purchase and before any access link is activated. Once a download link has been used, the item is not eligible for reimbursement.
7.3 Goods
Physical goods may be sent back within 30 days of delivery in original, unused condition. Shipping cost is not eligible for reimbursement. After goods are received in our facility, the product fee will be processed as a reimbursement via the original payment channel within 30 days of receipt.
8. Non-Reimbursable Services
Certain premium offerings, such as one-off audit reviews, are clearly marked as non-reimbursable due to preparation costs and resource allocation. No reimbursement or transfer is available for these items.
9. Contact Information
ClearPath Advisory14 Avenue de la Paix, 1211 Geneva, Switzerland
Phone: +41769592240
Business ID: CHE-300.074.277
For inquiries or assistance, please contact us.