Fulfillment Policy

We will establish the nature and scope of our services, and provide a fee quote, if requested, in advance of undertaking your project. Once we have agreed upon the project to be completed, cancellation of our services is allowed in situations where we do not fulfill our obligation in the agreed upon timeframe.

Upon completion of tax preparation or accounting work which we have mutually agreed upon, we will provide the final tax returns or financial statements either on paper, or through Sharefile. Our invoice is due upon completion of the work. We accept cash (U.S. Currency), checks, bank debit cards, VISA, Mastercard, Discover and American Express. All invoices are presented in U.S. Dollars.

Authorizations to e-file tax returns must be signed by the client, and invoices paid, prior to our office submitting tax returns to the federal and State taxing authorities.

Should there be a need for follow-up service such as the emergence of new or revised information or notices from the taxing authorities, our office is open full-time year around to assist you. If additional work is necessary due to an oversight in our office, there is no charge for additional assistance. If the adjustments are required due to client oversight, or client failure to provide complete information during the initial engagement, our standard billing rates will apply.

In the event of a dispute between our office and the client over the interpretation of information or handling of a specific situation, we will first attempt to come to a resolution. If a resolution is not reached, we will refund the fees paid relating to the work in question.