Fulfillment Policies

For Tax Preparation & Accounting Services

Our firm offers comprehensive tax preparation and accounting services, including, but not limited to:

Provide Accurate Documentation: Clients are responsible for providing complete, accurate, and timely documentation, including income statements, receipts, deductions, and other relevant financial records.
Communication: Clients must inform our office of any changes in their financial
situation, tax-related documents, or other matters relevant to their tax filings.
Signatures & Approvals: Clients must review, approve, and sign all documents
before submission to tax authorities.

Tax Preparation: The standard turnaround time for tax preparation services is typically 2-4 weeks, depending on the complexity of the return and the timely receipt of all necessary documents from the client.
Bookkeeping & Accounting Services: Monthly bookkeeping services are typically completed by the 15th of the following month. Custom engagements may have different timelines.
Emergency & Expedited Services: For clients needing immediate assistance, expedited services may be available for an additional fee. These services are subject to availability.

Hourly Rates: Tax and accounting services may be charged at an hourly rate, with an estimate of total hours provided before work begins.
Fixed Fees: Some services, such as tax return preparation, may be offered at a fixed fee based on the complexity of the work.
Retainers: For ongoing services (like monthly bookkeeping or consulting), a retainer may be required.
Payment Terms: Payment for services is due upon completion, unless otherwise agreed. Late payments may incur interest charges of 7% per month.

If an error is made due to our mistake, we will work with the client to resolve the issue at no additional cost.
We do not offer refunds on completed tax returns unless there is a direct error on our part, in which case, we will correct it without charge.
Clients must notify us within 30 days of completion if they wish to request a revision or review.

All client information is treated with the highest level of confidentiality. We comply with all relevant data protection laws to safeguard your personal and financial data.
We use secure systems for handling sensitive data, and clients should use secure methods when submitting documents (e.g., encrypted emails or secure online portals).

Filing Deadlines: We will ensure that your tax filings are submitted by the appropriate deadline (e.g., April 15 for individual tax returns). However, clients must provide all required documents well in advance of the deadline to allow us to process the returns timely.
Extensions: If you are unable to provide the necessary documentation on time, we will file for an extension on your behalf, but you must confirm this request and provide the required information promptly.

Our firm provides support in the event of an audit. This support is typically billed on an hourly basis and may require an additional retainer.
We offer post-filing consultation for any questions or concerns that arise after filing.

Either party may terminate the engagement at any time with written notice. In the case of termination, the client is responsible for payment of services rendered up to the point of termination.

In the event of a dispute, both parties agree to seek mediation or arbitration before pursuing legal action.