Expert Tax Preparation Services

Monserrat Tax & Business Center LLC Fulfillment Policy and Document SecurityFulfillment Policy for Monserrat Tax & Business Center LLCOverview: Monserrat Tax & Business Center LLC, a Certified tax preparer licensed in California by the California Tax Education Council. We specialize in tax preparation, payroll services and bookkeeping services. We are dedicated to providing high-quality services and ensuring client confidentiality at all times.Order Processing: The average turnaround time for tax return preparation is approximately two weeks, depending on the complexity of the return and our current workload. During peak times, such as February, this may extend upto three weeks. Clients will be notified of the expected timeline upon order placement.Delivery of Services: Upon completion and payment of the tax preparation fee, clients will receive a copy of their tax return. Please note that during the IRS e-file blackout period (end of November to end of January), only paper copies of tax returns are delivered, which require wet signatures and are mailed to the IRS and state agencies.Refund and Cancellation Policy:• Cancellations must be made before tax preparation work begins. Once preparation has started, the tax preparation fee remains due even if the client opts not to file the return. This applies to all other services provided by Monserrat Tax & Business Center LLC.• In the event of an error on your tax return that results in a tax notice from the IRS or state agencies, Monserrat Tax & Business Center LLC will address the issue at no additional cost unless the error stems from incorrect information provided by the client. In such cases, services to correct the error will be billed at our standard hourly rate.Customer Support: For any inquiries or issues, please contact us via email at monserratax@yahoo.com. Additionally, clients can schedule phone or in person consultations by calling us at (831)763-2685.Payment Methods: We accept payments via credit card, checks, although electronic payments through Stripe.Legal Compliance: As licensed Tax Preparers in California with the capability to file tax returns in the state of California, we are committed to maintaining the confidentiality and security of client data. Our third-party software providers are fully compliant with necessary encryption and firewall protections and do not use client data for any purposes other than those explicitly contracted by Monserrat Tax & Business Center LLC. Special Conditions: Please be aware of the IRS e-file system’s annual maintenance blackout, during which by Monserrat Tax & Business Center LLC will only be able to paper file tax returns as the e-file system is down during the black out period. Clients are advised to plan accordingly to avoid delays.