Alight CPA LLC Fulfillment Policy

At Alight CPA LLC, we aim to provide our clients with exceptional services in tax preparation and planning. We have established the following fulfillment policies to ensure transparency and clarity in our operations.

 

Refund Policy:

At Alight CPA LLC, we are committed to your satisfaction. We do not currently offer refunds for rendered services. If you have made a prepayment and wish to cancel services before they have begun, you will be refunded in full to the original form of payment. In the event of a billing error, we will promptly rectify the error and refund any overcharged amounts. Please note that our current accepted form of currency is U.S. dollars. 

Delivery Policy:

Our services are provided digitally and do not require physical shipment. All communications and deliverables will be made through secure electronic channels. If your services require mailing to taxing agencies, we will use certified mail and charge you accordingly. For specific deliverable timelines and methods, please speak with a member of our team.

Return Policy:

Given the nature of our services, there is typically no need for product returns. However, if you have any concerns about the quality of our services or wish to discuss a specific issue, please get in touch with a member of our team and we will work with you to address your concerns promptly.

Cancellation Policy:

At Alight CPA LLC, we understand circumstances may arise where you choose not to continue using our services. We respect your decision and have the following cancellation policy in place:

  • Right to Discontinue Services: You can discontinue services with our company if you are dissatisfied with our services or for any other reason. We value your feedback and encourage you to communicate your concerns with our team.

  • Payment for Services Rendered: All services provided up to the date of discontinuation will be billed and must be paid in full as agreed upon in your engagement letter. We consider these services as completed and will invoice accordingly.

  • Cancellation Notice: To initiate the cancellation process, please contact hello@alightcpa.com to inform us of your decision. We will guide you through the necessary steps and ensure your request is formally documented.

Accepted Credit Cards:

We accept payments via ACH direct debit and the following major credit cards:

  • Visa

  • Mastercard

  • American Express

  • Discover

Security Measures:

Protecting your financial information is of utmost importance to us. That’s why we employ the latest security protocols to safeguard your credit card details during transactions. Our website and client portal is encrypted using Secure Socket Layer (SSL) technology to ensure that your information remains private and secure.

Our client portal, Tax Dome has received SOC 2 certification. Tax Dome stores the minimum amount of data required in order to provide our services. While client data is stored by Tax Dome, all credit card details are stored by our PCI compliant payment processor, Stripe.

 

Alight CPA LLC is dedicated to providing you with the highest service and support. We believe clear and fair fulfillment policies are essential for building client trust. If you have any questions or require further information about our policies, please do not hesitate to contact us at hello@alightcpa.com of 503-273-0391.