Terms and Conditions

Once I provide you with any of my services such as but not limited: Tax Preparation,  Tax Consultation, Business Formation, Business Advice, Payroll Services, Loan Packaging Time or Services, or any other services I may provide, your money cannot be refunded.

Once, but not limited to,  your tax returns, payroll documents.  or other forms have been uploaded to your client portal, via email to your email address, via Postal Service, or by hand delivery, it is considered to have successfully been delivered to you and you are therefore, not entitled to a refund for the submission of services rendered to you. Unless you submit a written request asking for a different delivery method, your documents will be uploaded to your client portal.

Once your tax returns, business formation documents, or payroll documents via efile, Postal Service,or hand delivery it is considered as having been filed.  If for any reason your tax returns, payroll documents, or business formation documents are rejected by any government agency because of lack of: IP PIN, incorrect name, address, or social security number or any other reason the government agency has rejected any of your documents due to no error of our agents, your money is non-refundable.

While we prepare payroll documents, unless you have submitted the appropriate documents giving our Tax Professionals authority to file payroll documents on your behalf, the client is responsible for making payments, and mailing payroll documents on time to the proper government agencies.  We can however, as a courtesy, provide you with the address and instructions on where to file your payroll documents

Form 2678- Employer Appointment of Agent Payroll

Form 8655- Reporting Agent Authorization