By using our services, you agree to the terms outlined in this Fulfillment Policy. We reserve the right to update or modify this policy at any time.
Last Updated: February 1, 2025
1. Overview This Fulfillment Policy outlines the process and terms under which our tax preparation services are provided. By using our services, you agree to comply with the terms outlined below.
2. Service Delivery Our tax preparation services are delivered electronically through our website and, where applicable, via email, phone, or secure document exchange. Once you provide the required information and payment is received, our team will begin processing your tax return.
3. Information Submission Clients are responsible for submitting all necessary documents and information required for accurate tax preparation. Failure to provide accurate and complete information may result in processing delays or errors in the return.
4. Processing Time Processing times vary depending on the complexity of the tax return and the volume of requests. Estimated turnaround times will be communicated at the time of service selection. Expedited processing may be available for an additional fee.
5. Review and Approval Before filing, clients will have the opportunity to review their prepared tax return. Any discrepancies or requested changes must be communicated before final submission to the tax authorities.
6. Filing and Submission Upon client approval, we will submit the tax return electronically where permitted. If paper filing is required, we will provide the completed return for client submission. We are not responsible for delays caused by tax authorities or third-party service providers.
7. Refund and Cancellation Policy
• Refunds are not available once work has commenced on a tax return.
• If a client cancels before work begins, a full or partial refund may be issued based on the time and resources allocated.
• In the event of an error on our part, we will correct the return at no additional charge.
8. Compliance and Liability Our tax preparation services are conducted in accordance with applicable laws and regulations. However, clients remain responsible for the accuracy of the information provided and any tax liabilities incurred. We do not guarantee specific tax outcomes.
9. Support and Assistance Clients can contact our support team via [minh@sandiegotaxman.com] for assistance regarding their tax return preparation. We strive to respond to inquiries within 48 hours.
10. Changes to This Policy We reserve the right to update this Fulfillment Policy at any time. Any changes will be posted on our website and take effect immediately upon publication.
By using our services, you acknowledge that you have read, understood, and agreed to this Fulfillment Policy.