Effective Date: April 01, 2026
Welcome to Tax Queen Business Solutions. These Business Policies & Procedures outline how we conduct business, protect your information, and deliver our services. By using our website or engaging our services, you agree to these policies.
Our Commitment
We are committed to providing professional, accurate, and ethical tax preparation and business support services. Our goal is to deliver exceptional customer service while maintaining the highest standards of integrity, confidentiality, and compliance with applicable laws and regulations.
Appointment Policy
Appointments may be scheduled online, by phone, or by email.
Please arrive on time for your scheduled appointment. Clients who arrive more than 15 minutes late may be asked to reschedule based on availability.
If you need to cancel or reschedule, we ask that you provide at least 24 hours' notice whenever possible.
Client Responsibilities
To ensure timely and accurate service, clients are responsible for:
Providing complete and accurate information.
Submitting all requested tax and financial documents.
Reviewing all completed tax returns before filing.
Promptly responding to requests for additional information.
Informing us of any changes that may affect your tax return or financial records.
Failure to provide complete or accurate information may delay services or affect the accuracy of your return.
Identity Verification
To protect against identity theft and fraud, we verify the identity of all clients before providing services.
You may be asked to provide:
A valid government-issued photo ID.
Social Security cards or taxpayer identification documents.
Additional documentation required to verify your identity.
Tax Preparation Process
Our tax preparation process generally includes:
Client consultation.
Collection of required documents.
Review of tax information.
Preparation of the tax return.
Internal quality review.
Client review and approval.
Electronic filing upon authorization.
Delivery of completed tax documents.
Returns are not filed until the client has reviewed and authorized submission.
Payment Policy
Payment is due according to the terms provided at the time services are rendered.
Accepted payment methods may include:
Credit cards
Debit cards
ACH transfers
Balances must generally be paid before tax returns are electronically filed unless other arrangements have been approved.
Communication Policy
We communicate with clients by:
Phone
Secure client portal
SMS text messages (with consent)
Clients are responsible for ensuring their contact information remains current.
SMS Communications
By opting into SMS communications, you agree to receive messages regarding:
Appointment reminders
Tax preparation updates
Document requests
Payment reminders
Customer support
Message frequency varies.
Message and data rates may apply.
Reply STOP at any time to unsubscribe.
Reply HELP for assistance.
Confidentiality
We take the privacy of your personal and financial information seriously.
Your information is handled in accordance with our Privacy Policy and applicable federal and state privacy laws. We do not sell your personal information.
Security
We use administrative, technical, and physical safeguards designed to protect your personal information.
While no system can guarantee absolute security, we are committed to maintaining industry-standard security practices.
IRS Compliance
We prepare tax returns in accordance with applicable federal and state tax laws.
We reserve the right to decline services if we believe information provided is inaccurate, incomplete, fraudulent, or inconsistent with legal requirements.
Record Retention
Clients are encouraged to retain copies of their tax returns and supporting documents for their personal records.
Our firm retains records in accordance with applicable legal and regulatory requirements.
Website Use
You agree not to use this website to:
Upload malicious software.
Attempt unauthorized access.
Submit false information.
Engage in unlawful activities.
Interfere with website operations.
Limitation of Services
Our services are based on the information provided by the client.
We are not responsible for errors resulting from incomplete, inaccurate, or omitted information supplied by the client.
Changes to Policies
We reserve the right to modify these Business Policies & Procedures at any time without prior notice. Updated versions will be posted on this website with a revised effective date.