delap white caldwell and croy, llp.
historyfirm philosophyour servicesfamily businessauto dealerssecurity compliancestaffnewsletterslinks of interest
 
 

Security Compliance: Refund, Cancellation, Concern Resolution Policies

 
 
 
Course Contents Instructor/Other Services Course Dates Registration

DeLap White Caldwell & Croy, LLP (DWCC)


A. Refunds/Credits/Transfers:

1) Refunds, credits and transfers are issued based on DeLap White Caldwell & Croy, LLP's (DWCC) Cancellation Policy. They are issued in the form of full refunds, refunds less handling charge, refundable credits and non-refundable credits. (Refer to Cancellation Policy below).

2) Refundable credits must be used within one year of issue; thereafter, a refund check will be mailed.

3) Non-refundable credits will be held for one year from the date of issue; thereafter, unused credit will be forfeited.

4) Refunds will be returned to company / individual issuing original payment.

Cancellation Policy:

5) Cancellations received 15 or more days prior to the event will incur no penalty.

6) Cancellations received 14 or fewer days prior to the event will be charge a $100.00 cancellation fee or, without penalty you may a) send a substitute (which must be arranged with DWCC 5 days prior to the event); b) transfer your registration to another event of your choice.

7) Requests for refund or transfer on or following the event date cannot be honored.

8) Refunds will be returned to company / individual issuing original payment.

9) No-show registrants will not be eligible for refunds or credits.

B. Program Cancellation/Schedule Changes:

1) DWCC may occasionally find it necessary to reschedule or cancel an event and will give registrants advance notice of such changes. DWCC will provide refunds or credits (Refer to Refunds / Credits / Transfers Policy above). DWCC will not be responsible for penalties incurred as a result of discount airline purchases

C. Concern Resolution:

1) DWCC strives to provide competent, professional product offerings and is committed to resolving concerns.

Concerns may be:

2) Submitted via telephone or email to:

Ms. Jeanette Smith
jsmith@yourcpas.com
888-697-1040

3) Submitted in writing to:

Mr. Donald J. Caldwell, CPA, Partner
DeLap White Caldwell & Croy, LLP
4500 SW Kruse Way, Suite 200
Lake Oswego, OR 97035

back to top