Firm Policies, Privacy, Information, Applicable Fees And Client Responsibilities

 

Section 1. If you are our clients, your privacy is just as important to us as our ability to provide you with quality tax/audit/advisory services. Required by law, The CPA Corner, Inc. has always protected your right of privacy and confidentiality of your personal information and data at the highest possible professional standards. We are committed to maintaining extensive internal controls and rigorous privacy standards and policies to ensure security of your information. Tax law requires your consents when you submit or upload your private information or documents to our Firm website so we can access your tax or financial situations per any of your requested services. You have agreed to allow our Firm to use your uploaded information or documents to conduct our review services. We maintain strictly and do not distribute or sell your uploaded information or documents. Your uploaded information or documents will be discarded, will not be recovered or returned if they are not allowed to upload by our team or they do not pass our security system or if your case is closed or you do not engage with our Firm for any continuing services.

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General Contacts, Communications, Online Accounts And Applicable Fees. Due to security and confidential information protection of each of our old, existing and potential clients, our Firm only contact and communicate with the primary client who signs our Firm Engagement Agreements as the primary taxpayer. We do not discuss or contact or communicate with any other third party, entity or person who asks or requests for information of our clients, unless they have a signed and legitimate power of attorney and/or authorized by legitimate taxing authorities or valid law enforcement agencies. Our Firm does not respond to anyone, entities, or parties who have put request(s) for services using our Website for their solicitations in any forms or formats. Our Firm may not respond to anyone, entities, or parties who use our Website to request any services or any irrelevant questions or topics outside of our professional service scopes, expertise or practice areas.

 

Section 2. In order to provide our clients with professional needs and to comply with other professional guidelines, we may maintain client personal records within a maximum of 1 year from the date of engagement. We have continuously safeguarded all electronic and physical sources and procedures in place to protect these records and ensure they are only accessed internally on an 'as-needed' basis. Client account personal data and communication are protected with high-technology encryption. Since emails are not safe, we do not recommend clients to email to us any personal or confidential information. Our clients’ personal information is never released to anyone without their written authorization, and we do not disclose nonpublic personal information about our clients or former clients to anyone except as requested by law authorities. 

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Section 3. It is your responsibility to review and acknowledge this Privacy Policy and our Firm Policies and Terms prior to providing or uploading your personal data to us. We may use cookies for our Firm management. In addition, you should agree to our Firm Policies, Terms and Conditions. If you do not accept and agree to our Privacy Policy and/or Terms and Conditions. please refrain from providing your personal data to us, accessing our websites, and/or utilizing our services. Our Firm reserves the right to refuse any requested services to anyone or any entity at anytime if we strongly believe the requested services are for solicitations or irrelevant or illegal or not authorized by existing tax laws or government requirements or regulations or the requested service are not in our practice areas. Since our Online Accounts are the Proprietor Property of The CPA Corner, Inc. and are only intended to provide services for paid clients, we reserve the right to close or disable any client accounts at anytime without any further notice. Please do not use Online Account as your icloud to store your data. 

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Section 4. Professional Service Surveys or Reviews. Our Firm service surveys or reviews on any social media such as Google, Yelp, Yahoo, etc., are for our real clients who have completely finished and experienced our rendered service(s). You are not allowed to publish any untrue or fabricated reviews about or against our Firm, Partners or Staff if you are not our real individual clients, or real entity clients. You are also prohibited as any competitors to write any untrue or fabricated reviews about us, against us per the Unfair Practice Competition by Federal Trade Commission. Since any reviews of our clients about our services are public, our Firm may use some of them on our Website. At anytime we find out anyone or any entity violation(s), our Legal Team and Technical Team will pursue legal actions.    

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Section 5. Due to Covid-19 Pandemic occurring in 2020 and may continue at any subsequent years at anytime and/or other natural disasters, wars or unforeseeable local or national events or incidents , we may have to close our office at anytime temporarily Without Further Notices due to Federal or State or County restrictions or to protect the safety, security and health for both clients and our staff. However, in this situation, we may continue providing our services to clients with our On-Line services with client accounts, phone calls or all of our other electronic methods to avoid physical contacts. We reserve the right, at any time, to reschedule your in-office appointment to on-line appointment due to the safety, security and health protection of clients and our partners or staffs. We still welcome clients for limited in-office appointments. Thank you for your understanding.

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Section 6. When you, as any individual, or any organization, entity, or any organization & entity representative and/or owner using our Firm Website or any of our Firm services, online or in-office as potential client, current or returning clients, you are required to comply with our Firm policies, terms, conditions and applicable fees when and where applicable. Please be advised we do not provide free services. The time we spend on any of your service request(s), either email communications to respond to your service request(s), reviewing your documents or discussions or advisory of your request should be compensated to our Staff or Partner(s). There will be a minimum applicable based fee of $725 per each Tax Year or each service request each time to be charged or invoiced to you when you request our service(s) and we have spent time to review and/or respond to your service request or agree the fee either verbally over the phone or in our office, or in writing in email communications or written agreement to engage with our Firm to provide any service to you and we have spent time to communicate with you either in office, by phone or email(s) and set up your online Account or prepare or send any Document or Estimated Fee or Engagement Agreement(s) but at anytime later you change your mind not to proceed with your service request(s). The minimum applicable fee of $725 is compensated to our Staff or Partner(s) time to discuss, communicate verbally in our office or by emails to your service request(s), or prepare any Document or Estimated Fee or Engagement Agreement(s) for you. There will be a minimum fee of $945 to be charged per Each Worksheet with our Firm Logo "The CPA Corner" on it. These worksheets are designed and developed by our Firm to help you organize data or prepare your taxes or our other services for your convenience. These worksheets are proprietor property of The CPA Corner, Inc. If you have made any deposit(s) with our Firm with or without your signed fee estimate or any requested service based on verbal or written communication with our Partner or Staff and later change your mind at anytime later not to proceed or to cancel it or do not respond to our email, the deposit(s) is/are nonrefundable. The deposit(s) will be non-refundable. If your total deposit is more than $725, a Partial Credit (Your Total Deposit - $725 = Partial Credit) will be refunded to you. If there is any remaining balance (After deducting $725 fee above) will be applied to your next service with our Firm within 3 months after the date of original deposit. We will work with our Collection Agency and our Legal Team to invoice and collect any applicable fee if you have any remaining fee balance at any time until all requested payments are fully paid. Please be advised the applicable fee to be invoiced or charged may be higher per the total time our Firm has spent on your case without being compensated.

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Section 7. Our Firm Proprietor Properties. All the worksheets, guidance or any documents or Client Portal or digital services in any forms or formats that we have provided to you to guide or help you in accordance to our engagement agreement(s) to complete our services are the proprietor properties or assets of our Firm. In any circumstances, you are prohibited to copy our technical or expertise skills, re-use, mail, e-file, distribute, exchange to anyone or organizations, or post them in any forms or formats at any time to any social media such as Google, Yelp, Yahoo, Facebook, YouTube, etc., You are prohibited to copy our skills or expertise, use, submit, mail, e-file any of our taxes or any our rendered services or documents or products without paying in full our rendered services for our compensation. At any violation of our proprietor property or any violation of using our delivered taxes or documents or services without paying in full for our compensation for our rendered services, our Legal Team and Collection Agency will pursue legal actions to collect your debt. We will contact, report your violations to Federal, State Law Enforcement Agencies and Taxing Agencies. We apply all means and methods to collect unpaid fee or balance due including interests and all applicable fees.   

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Section 8. Once again, with Federal and State tax laws, procedures, requirements, regulations and technologies constantly change at any time, our Websites and services may not be updated in time. Please be advised, potentially, there are some Federal or State tax provisions may be changed backwards per Taxing Authorities discretions. Our Privacy Policy and Terms and Conditions may also change at anytime with our rights and our copyrights without further notices. Please be advised that each time you access or use our websites or otherwise engage with our Firm, you must be legally over 21 years old and you must accept and agree to our Firm Policies, Terms & Conditions herein, our Engagement Agreements, and our Website Terms and Conditions. It is your responsibility to be aware of and accept such changes and our policies.

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As reader(s) of this website, I/We have read, understood, agreed and accepted The CPA Corner, Inc. policies all All Terms & Conditions above before using The CPA Corner, Inc Website and/or other related All Terms & Conditions or policies in various Engagement Agreements provided by the Firm if I/We have planned, have been engaging, or will engage with any services of The CPA Corner, Inc.   
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