Fulfillment Policy for Tax Plan Advisors
Overview:
Tax Plan Advisors offers tax preparation, bookkeeping, tax planning and advisory services, with all services governed by engagement letters agreed to by both parties. We are committed to providing the highest quality of services efficiently in a safe and secure environment.
Processing Time:
- Tax Preparation: Usually completed within 10 business days. During peak periods, processing may extend up to 15 business days.
- Tax Advisory Services: Processing times vary based on the client’s situation and will be outlined in the engagement letter.
Delivery Method:
All documents, including engagement letters, tax organizers, tax returns, advisory plans, e-signatures, and direct client messaging, are securely delivered via TaxDome. Notifications are sent when documents are available for review.
Billing Structure:
All services are billed by project, the terms are outlined in the engagement letter and agreed upon before services begin.
Refund and Cancellation Policy:
- Tax Preparation, and Bookkeeping Services: Fees are non-refundable once the work has started.
- Tax Planning and Advisory Services: No refunds are given after the plan is delivered
Contact Information:
Tax Plan Advisors is based in Virginia. Customer support can be reached via the direct message feature in TaxDome, by phone at 804-293-5977, or by email at info@taxplanadvisors.com.
Payment Methods:
We accept payments via credit card, and checks, electronic payments are preferred.
Legal Compliance:
We comply with all applicable federal and state tax laws, including Virginia’s tax regulations.
Technology:
- Intuit Proconnect is our trusted partner for tax preparation.
- TaxDome for secure document portal for storage and delivery, messaging, and e-signatures.
- Microsoft Teams for virtual consultations. We record all meetings for training and compliance.
Data Security:
Your data is protected through encryption and SOC 2 compliant platforms, ensuring confidentiality for all documents and communications.