Fulfillment Policy

1. Scope

This Fulfillment Policy applies to all tax strategy consultations, tax‐filing services, and related deliverables purchased through taxstrategy365.com.

2. Description of Services

We offer:

Tax Strategy Consultations (e.g. cost segregation studies, depreciation catch-up planning)Preparation & Filing of federal and state tax returnsOngoing Advisory on real estate investor tax matters

Each service listing on our site includes a detailed description of what’s included, expected deliverables, and any prerequisites (e.g. client documents).

3. Purchase Currency

All prices are quoted and billed in

U.S. Dollars (USD)

.

4. Service Delivery

Delivery MethodElectronic: final reports, return drafts, and filings are delivered via our secure client portal or by encrypted email.Optional in-person meetings or phone calls by appointment.TimelinesInitial Consultation: scheduled within 2 weeks of sign-up.Tax Return Preparation: delivered for your review within 1 month of our receipt of all required documentation.Final Filing: e-filed with the IRS and applicable states within 2 business days of your approval.

If any timeline must shift (e.g. due to late document delivery), we’ll notify you promptly with a revised estimate.

5. Refund Policy

Full Refund if you cancel within 24 hours of purchase and no work has commenced.Partial Refund on a pro-rated basis if services are partially delivered; calculated based on hours expended at our standard hourly rate.No Refund once final deliverables have been submitted or filed.

To request a refund, email

[email protected]

. Refunds are processed to the original payment method within

10 business days

of approval.

6. Cancellation & Rescheduling

Appointment CancellationFree of charge if made 48 hours before your scheduled consultation.Late cancellations (less than 48-hour notice) incur a 50% cancellation fee.No-shows are charged the full service fee.ReschedulingYou may reschedule up to two times without penalty if requested at least 48 hours in advance.

7. Returns

Not applicable—our services are delivered digitally or by consultation. We do not ship physical goods.

8. Legal & Export Restrictions

Our services comply with U.S. federal and state tax laws. We do not provide legal advice or cross-border accounting filings. Clients outside the U.S. are responsible for ensuring local compliance.

9. Customer Service & Contact Information

Email: [email protected]: (815) 242-08084Live Chat: available on the website (Mon–Fri, 9 am–5 pm Central)Business Address:TaxStrategy365, LLC15421 W Harvest LnLockport, IL 60441

10. Security & PCI Compliance

All payments processed by Stripe, fully PCI-DSS compliant.Our site enforces HTTPS site-wide; your payment details are tokenized and never stored on our servers.

11. Accepted Payment Methods

We accept: Visa, Mastercard, American Express, Discover.