We strive to provide exceptional service to all of our clients. If you are not entirely satisfied we’re here to help.

Refund Eligibility

Refunds will be considered in the following circumstances:

Error on Our Part: If WFP Tax Partners makes an error in the tax planning /Filing/Preparing process that results in financial loss/Penalties, you may be eligible for a refund . Please provide documentation of the error and any associated costs incurred.

Delivery Policy

Service Delivery Timeframe

  1. Initial Consultation: Upon contacting WFP Tax Partners to schedule an initial consultation, we will strive to accommodate your preferred date and time.
  1. Tax Planning Services: The timeframe for completing tax planning services will vary depending on the complexity of your financial situation. Our team will provide you with timely updates as we progress with your return.

Delivery Methods

  1. In-Person Consultations: If you prefer an in-person consultation, we will schedule a meeting at our office location.
  1. Virtual Consultations: We also offer virtual consultations via video conferencing platforms for your convenience. Our team will provide you with the necessary meeting details and instructions.
  1. Document Delivery: Any documents or forms required for tax planning purposes will be securely delivered to you via email, encrypted file transfer, or through our client portal. We can also send information via mail if that is your preferred form of receiving documents.

Timely Communication

Throughout the tax planning process, our team will maintain open communication with you to provide updates on the status of your services and address any questions or concerns you may have.

Client Responsibilities

To ensure timely delivery of services, we kindly request that clients:

– Provide all requested documentation and information promptly.

– Respond to communication from WFP Tax Partners team in a timely manner.

– Adhere to scheduled appointments for consultations or follow-up meetings.

Contact Us

If you have any questions about our delivery policy or need further assistance, please don’t hesitate to contact us at info@wfp-taxes.com or 877-714-2362

Cancellation Policy

Thank you for choosing [Tax Planning Firm Name] for your tax planning needs. Please review our cancellation policy outlined below:

Cancellation Timeframe

  1. Cancellation of Consultations:If you need to cancel or reschedule an initial consultation, please provide at least 2 business days’ notice .
  1. Cancellation of Services: If you wish to cancel tax planning services after they have been initiated, please notify us as soon as possible. Depending on the progress of the services, cancellation fees may apply.

Cancellation Fees

 Service Cancellation: Cancellation of tax planning services after commencement may be subject to a cancellation fee based on the work completed and any expenses incurred by WFP Tax Partners

Refunds for Cancellations

If you cancel services and have already made a payment, WFP Tax Partners will review your case to determine if a partial refund is applicable based on our refund policy. Please refer to our refund policy for more information.

Cancellation Process

To cancel or reschedule an appointment or services, please contact our customer service team at 877-714-2362 . We appreciate your cooperation in providing timely notice to avoid any inconvenience.

Contact Us

If you have any questions about our cancellation policy or need further assistance, please contact us at 877-714-2362