Taxstra Policies

What We Offer

At Taxstra PLLC, we offer personalized and expert tax preparation, accounting, and consulting services. Our services include, but are not limited to:

• Tax Planning & Preparation: Ensuring compliance with tax laws while minimizing liabilities.

• Accounting & Financial Consulting: Tailored advice to improve financial outcomes.

• Specialized Tax Strategies: Focused on physicians, healthcare professionals, and small business owners.

Our online portal allows for seamless interaction, enabling you to manage your financial information securely, anytime. You can also schedule in-person or phone meetings if preferred.

Purchase Currency

All pricing is in U.S. Dollars (USD).

Contact Us

You can easily reach us through the following methods:

• Email: contact@taxstra.com

• Phone: (217) 788-0750

• Office Address: 450 S. Durkin Dr, Ste. A, Springfield, IL 62704

Fulfillment Policy

Refund Policy:
Payment for services is due upon completion or as negotiated and noted in the client's engagement letter with Taxstra PLLC. If you cancel prior to the completion of the work, the services rendered up to that point will be billed at our hourly rate.

Delivery Methods:
We offer flexible delivery methods:

• Online: Completed work, including tax returns and financial documents, will be delivered via our secure online portal, ensuring convenience and security.

• In-Person: For those who prefer a more hands-on approach, documents and services can be delivered and reviewed during scheduled in-person meetings at our office.

We aim to complete all projects promptly and efficiently, following the timelines outlined in our engagement agreements. Should there be any delays, clients will be notified promptly.

Cancellation Policy:
You may cancel any service prior to its completion. Work performed up until the cancellation will be billed at our standard hourly rate, ensuring fairness to both parties.

Privacy Policy

Introduction
At Taxstra PLLC, we understand the sensitive nature of the information you provide to us, and we are committed to protecting your privacy. This policy outlines how we collect, use, and safeguard your personal and financial information in compliance with federal, state, and professional privacy standards applicable to CPA firms.

What Information We Collect
We collect various types of information, including:

• Personal Identification Information: Name, address, email, phone number, Social Security Number (SSN), Tax Identification Number (TIN), etc.

• Financial Information: Income details, investment information, tax documents, banking details, and other related financial data necessary to provide our services.

• Usage Data: Information about how you use our website and portal, including IP addresses, browser type, and access logs for security purposes.

How We Use Your Information
We use the information collected for:

• Providing tax preparation, accounting, and financial consulting services.

• Processing payments and completing transactions.

• Ensuring compliance with federal and state tax laws and regulations.

• Responding to your inquiries and providing customer support.

Sharing Your Information
We do not sell or share your personal information with third parties, except in the following situations:

• With Your Consent: We will share information as authorized by you.

• Legal Requirements: We may disclose information when required by law, court orders, or government regulations.

• Professional Services: We may share your information with third-party service providers who assist in processing your data (e.g., tax or accounting software providers), all of whom are bound by confidentiality agreements and ethical standards.

Data Security
We implement robust security measures to protect your personal and financial information. This includes:

• Encryption: We use encryption technology to secure data transfers via our online portal.

• Access Control: Only authorized personnel within our firm have access to sensitive data.

• Regular Audits: We conduct regular security assessments and audits to ensure compliance with data protection laws and best practices.

Retention of Information
We retain your personal and financial information only for as long as necessary to provide services, comply with legal obligations, and maintain records in accordance with professional standards.

Your Rights
You have the right to:

• Access the personal information we hold about you.

• Request corrections to your personal information if it is inaccurate or incomplete.

• Request deletion of your personal data under certain conditions.

• Opt-out of receiving marketing communications from us.

Changes to This Privacy Policy
We may update this privacy policy from time to time. Any changes will be posted on our website, and we encourage you to review the policy periodically.