Uhart Tax & Financial

 

 

Refund Policy

 

We offer tax advisory, tax preparation and tax resolution services, which are personalized and tailored to your specific needs. As such, these services are non-refundable once delivered.

 

For deposits made toward a service, refunds are available only if the service has not yet commenced.

 

Any disputes must be submitted in writing within 7 days of service delivery for review.

 

Service Delivery Policy

 

We provide our services virtually, by telephone and in-office, as per client preference.

 

• Virtual Services: Delivered via secure client portals and virtual meetings. Access to the client portal will be granted upon signing the engagement agreement.

 

• Telephone Services: Results of services maybe provided by telephone, with copies of documentation sent via USPS mail, via the secure client portal or in person delivery per the terms of the engagement agreement. 

 

• In-Office Services: Appointments are scheduled directly with our team, and clients will be provided with a checklist of required documents beforehand.

 

Cancellation Policy

 

We understand that schedules can change. To ensure fairness, we provide terms and conditions and/or engagement agreements for all services provided, whcih require your review and signature and have implemented the following cancellation terms:

 

• Consultation Calls: Cancellations or rescheduling requests must be made at least 24 hours before the scheduled time.

 

• Tax Advisory Services: Engagements may be canceled before work begins. If work has already started, fees for services rendered up to the cancellation date will be charged.

 

• Tax Assessments: Engagements may be canceled within 24 hours of purchsae and before work begins. If after 24 hours from payment or work has already started, fees become non-refundable. 

 

• Tax Preparation Services: Engagements may be canceled before work begins. If work has already started, fees for services rendered up to the cancellation date will be charged.

 

• Tax Resolution Services: Engagements may be canceled before work begins. If work has already started, fees for services rendered up to the cancellation date will be charged.

 

Privacy and Data Protection

 

We are committed to safeguarding your personal information. Please review our Privacy Policy to understand how your data is collected, used, and stored. All transactions are secured and comply with PCI standards.

 

Legal and Export Restrictions

 

Our services are designed to comply with U.S. tax laws and regulations. We do not provide legal advice. Clients should consult a licensed attorney for legal matters. Certain services may not be available to non-U.S. residents or businesses.

 

Contact Information

 

We are here to assist you. For any inquiries or support:

 

• Phone: 619-258-2033

 

• Email: success@uharttax.com

 

• Address: 9745 Prospect Ave., Ste. 204, Santee, CA  92071

 

Promotions and Discounts

 

If you take advantage of any promotions or discounts, their terms will be clearly outlined on our website or promotional materials. Ensure you review these conditions before proceeding.

 

Security of Payment Information

 

Your payment information is processed securely through Stripe. We comply with all PCI standards to ensure your data is protected. For more details, review Stripe’s Security Guidelines.

 

Accepted Payment Methods

 

We accept the following credit cards:

• Visa
• Mastercard
• American Express
• Discover

 

If you have any questions about our policies, please contact us. We’re dedicated to Helping You Achieve Financial Success with clarity and confidence.