Overview
This Fulfillment Policy outlines the obligations and processes involved in the tax planning services provided by Checkmark CFO, as paid for through Stripe. This policy is intended to ensure clarity and satisfaction in the delivery of our tax services.
Services Provided
Checkmark CFO is committed to delivering a comprehensive tax savings plan tailored to each client’s business needs. Our services include but are not limited to:
- Tax Planning: Development of tax strategies to enhance savings.
- Implementation Guidance: Regularly scheduled “Ask a Tax Pro” trainings to assist with strategy implementation.
- Personalized Support: Ongoing support from a team of tax professionals to ensure effective execution of tax strategies.
Client Obligations
Clients are required to:
- Provide all necessary documentation and information requested by Checkmark CFO.
- Attend scheduled planning calls to enable the creation of a personalized tax savings plan.
- Fulfill their roles actively to maximize the effectiveness of the planned tax strategies.
Failure to meet these obligations within six months allows Checkmark CFO to adjust the tax savings plan based on the available information and typical scenarios similar to the client’s business and personal circumstances.
Payment and Fulfillment Process
- Payment Processing: All payments for services are processed through Stripe, utilizing a secure and convenient online payment system.
- Service Initiation: Services commence upon confirmation of payment and the receipt of necessary client information.
- Delivery of Services: Tax plans and related services are delivered according to the schedule agreed upon at the start of the engagement. Virtual training sessions and planning calls are conducted as part of the service delivery.
Refund and Guarantee Policy
- Win-Win Guarantee: Checkmark CFO offers a satisfaction guarantee under specific conditions:
- For businesses with $100k+ in revenue, a 100% refund is provided if we cannot identify at least double our fee in tax savings.
- For businesses with $50k+ in revenue, a 100% refund is provided if we cannot identify savings at least equal to our fee.
- Refund Eligibility: This guarantee is limited to the first tax savings plan only and cannot be combined with other offers unless explicitly stated in writing.
Privacy and Security
- Confidentiality: Checkmark CFO ensures strict confidentiality and security of all client information handled during the tax planning process.
- Data Security: Payment information processed through Stripe adheres to the highest industry security standards to protect client data.
Modifications to Policy
Checkmark CFO reserves the right to modify this Fulfillment Policy at any time to reflect changes in our service delivery process or in response to regulatory requirements. Clients will be notified of any significant changes in advance.
Conclusion
By choosing Checkmark CFO for your tax planning needs and processing payments through Stripe, clients are assured of comprehensive service, strategic tax planning, and dedicated support tailored to ensure their financial growth and success in a secure and supportive environment.
