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.