Stripe Card Processing & Website Policies

At Tax Advisors of Cary we strive to provide clear, transparent information about our services and your online purchasing experience. These policies apply to all customers who engage and purchase services from us through our website.

1. Description of Services

What We Offer Tax Advisors of Cary specializes in professional tax advising and preparation services for individuals and businesses. Our services include, but are not limited to:

• Individual tax return preparation and filing
• Business tax advisory and filing (e.g., LLCs, S-Corps, C-Corps)
• Tax planning and consultation for the upcoming fiscal year
• Assistance with tax-related compliance and documentation

We do not sell physical goods. All offerings are service-based, delivered either in-person at our office or via secure digital channels (e.g., email, video calls, online portals).

2. Pricing and Currency

All prices, fees, or service rates listed on our website are displayed in United States Dollars (USD). Any charges to your payment method will be reflected in USD. For customers outside the United States, please note your bank or card issuer may apply additional currency conversion fees.

3. Customer Service Contact Information

If you have any questions, concerns, or need assistance with your purchase or our services, please reach out to us:

• Email: info@taxadvisorsofcary.com
• Phone: (919)463-7588
• Live Chat: Available Monday–Friday, 9:00 AM–5:00 PM (EST) via our website chat widget

We value prompt, transparent communication. Our team is here to help with any inquiries related to billing, appointments, or service details.

4. Fulfillment Policies

Because we provide professional services rather than physical goods, our fulfillment policies relate primarily to the delivery of our advisory and filing services:

A. Refund Policy

We stand behind the quality of our tax advisory services. If you are dissatisfied with any service you purchased, please contact us within 7 days of receiving the completed work or advice. We will review your concerns and, at our discretion, may offer:

• A revision of the service if there has been an error on our part, or
• A partial or full refund if deemed appropriate under the circumstances.

Please note that once tax documents have been officially filed with government entities on your behalf, refunds may be limited.

B. Shipping or Delivery Policy

No physical shipping is required for our services. All deliverables, such as tax returns, advisory reports, or consultation notes, are provided electronically through secure methods, or in person if requested.

C. Return Policy and Process

Since we do not sell or ship physical products, no standard return policy applies. For service-related issues, please refer to our Refund Policy above.

D. Cancellation Policy

For ongoing advisory services or subscription-based consultation packages, you may cancel at any time by contacting us in writing via email. Depending on the stage of your service process, any work completed up to the point of cancellation may be billable, and partial refunds (if applicable) will be determined on a case-by-case basis.

5. Legal and Export Restrictions

Tax Advisors of Cary operates primarily within the United States. Our services comply with U.S. federal and state regulations. If you reside outside of the United States or require cross-border tax services, additional legal or export restrictions may apply. We reserve the right to decline services in jurisdictions where we are not authorized or where local regulations complicate compliance.

6. Privacy Policy

We are committed to maintaining the confidentiality of your personal and financial information. Our Privacy Policy  outlines how we collect, use, and protect the data you provide. In general:

• We only collect the personal information necessary to provide our tax advisory and filing services.
• We do not sell or share your information with third parties, except as required by law or as needed to fulfill our obligations (e.g., filing with the IRS).
• We implement reasonable security measures to protect your data from unauthorized access, misuse, or disclosure.

7. Business Address

Tax Advisors of Cary 219 E Chatham St Suite 200 Cary, NC 27511 USA If you wish to schedule an appointment or visit our office in person, please contact us in advance to arrange a suitable time.

8. Promotions and Discounts

From time to time, Tax Advisors of Cary may offer promotions or discounts (e.g., early-season tax prep discount, referral bonuses). All promotions will be clearly stated on our website or in our marketing materials, including:

• The promotional period (start and end dates)
• Any eligibility requirements
• The discount or benefit offered
• Any terms or conditions that might affect your ability to claim the promotion

Please review the details carefully, as some promotions may require a specific code or service bundle purchase.

9. Security and Payment Information

Your payment and personal data security is our top priority. We use Stripe as our payment processor to ensure:

• PCI-DSS Compliance: Stripe is a certified PCI Service Provider Level 1, the highest level of certification available in the payments industry.
• HTTPS Encryption: Our website uses HTTPS to protect the transmission of your personal and payment details.
• Secure Online Forms: All payment forms and personal data forms are encrypted and secured to prevent unauthorized access.

We do not store your credit card information on our servers. Instead, we rely on secure tokens provided by Stripe to handle billing transactions.

10. Accepted Credit Cards

We accept the following major credit cards:

• Visa
• Mastercard
• American Express
• Discover

By displaying these card brand logos at checkout, we want to make it clear that you can use your preferred card with confidence.

11. Card Network Policies

We strive to operate in accordance with all relevant credit card network rules, including those from Visa, Mastercard, American Express, and Discover. For more specific information about each network’s rules, please refer directly to:

• Visa Rules and Regulations
• Mastercard Rules
• American Express Merchant Operating Guide
• Discover Network Rules (available upon request from Discover)

Please contact us if you have any questions about how we comply with these standards.

12. Updates to These Policies

We reserve the right to update or modify these policies at any time. Any changes will be posted on this page with a revised “Last Updated” date. By continuing to use our website and services, you agree to the most recent version of these policies. Last Updated: February 12, 2025 Thank you for choosing Tax Advisors of Cary. We appreciate your trust in our professional services. If you have any questions or concerns about these terms, please contact us.