Policies

Privacy Policy

Suggested text: Our website address is: https://epiphanytax.com.

Terms & Conditions
“By engaging with Epiphany Tax Services and Epiphany Consult, you agree to our Terms & Conditions, including our no-refund policy and the requirement to provide accurate and complete information. Failure to comply may impact the outcome of your tax preparation, business consulting, and related services.”

Privacy Policy
“Epiphany Tax Services and Epiphany Consult are committed to safeguarding your personal and business information. We do not share, sell, or misuse your data. All information provided is securely stored and used solely for tax preparation, business consulting, and related services as per applicable privacy laws and IRS guidelines.”

Refund and Cancellation Policy
“Epiphany Tax Services and Epiphany Consult operate on a no-refund policy once the service begins. Cancellations prior to service initiation may incur a processing fee. By proceeding, you acknowledge and agree to these terms for both tax preparation and consulting services.”

Disclaimer
“Epiphany Tax Services and Epiphany Consult provide tax preparation and business consulting based on the accuracy and completeness of the information provided by clients. We are not liable for errors, penalties, or audits resulting from false or incomplete data. Clients are responsible for reviewing and confirming all final filings and business advice.”

Engagement Letter
“Upon engaging Epiphany Tax Services or Epiphany Consult, you will receive an engagement letter detailing the services to be provided, client responsibilities, and timelines. This document ensures transparency and mutual understanding of expectations for both tax preparation and consulting services.”

Fee Schedule and Payment Policy
“All service fees for Epiphany Tax Services and Epiphany Consult will be disclosed upfront before work begins. Payment is required in full at the time of service initiation. Additional fees for expedited services, amendments, or consultations will be communicated clearly.”

Contact and Support Information
“For questions or assistance regarding tax preparation or business consulting, please contact our support team at [email/phone]. Our team is here to help resolve issues and guide you through both the tax filing and consulting processes.”

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Resolution Process for Epiphany Tax Services

1. Transparency & Expectations
   • Clearly explain services, pricing, refund timelines, and potential issues before filing.
2. Error Identification & Review
   • Clients report issues promptly via our helpline or email. We review errors thoroughly, whether caused by software, miscalculations, or incorrect client data.
3. Resolution Steps
   • File amended returns at no extra charge for corrections. Expedite refund processing and guide clients through follow-up with the IRS if necessary.
4. Audit Support
   • Provide audit guidance, documentation preparation, and representation to ensure smooth resolution with the IRS or state authorities.
5. Client Communication
   • Keep clients informed throughout the process, providing regular updates and clear timelines.
6. Final Confirmation & Feedback
   • Confirm resolution, follow up to ensure client satisfaction, and collect feedback to improve services.
7. Satisfaction Guarantee
   • If issues are unresolved or clients are dissatisfied, we offer additional support or a partial refund*