FAQ

Policies & Procedures

Appointments & Consultations

• All consultations must be scheduled in advance.

• Clients are encouraged to arrive on time; late arrivals may result in shortened sessions.

• Missed appointments without prior notice may be subject to a rescheduling fee.

Documentation

• Clients are responsible for providing accurate and complete financial documents.

• Incomplete or delayed document submission may extend processing times.

• All client information is handled with strict confidentiality and in compliance with federal and state privacy laws.

Payments

• Payment for services is due at the time of completion unless otherwise stated in a service agreement.

• Accepted forms of payment include cash, credit/debit, and electronic transfers.

• Late payments may incur additional fees.

Refunds & Cancellations

• Service fees are non-refundable once work has begun.

• Cancellations must be made at least 24 hours before a scheduled appointment.

Service Delivery

• Turnaround times vary depending on the scope of work and timely submission of required documents.

• We strive to provide accurate and timely results; however, client cooperation is essential for efficiency.

Compliance

• All services are performed in accordance with IRS regulations, state laws, and industry standards.

• Clients are expected to review and approve all documents before final submission.