Fulfillment Policy

Fulfillment Policy 
Welcome to One Stop CPA. We are committed to transparent service delivery and client satisfaction. This Fulfillment Policy outlines how we deliver our professional services—including Tax Filing, Business Accounting, and Tax Planning—and explains our cancellation and refund terms. 
 
📦 Service Fulfillment Overview 
Customized Service Delivery 
All services provided by One Stop CPA are tailored to meet your individual business or personal needs. After you engage a service, our team will contact you to collect any necessary information and documentation. Services are not delivered instantly and require client input. 
Consultation & Onboarding 
We begin with a consultation to understand your goals. Whether it’s Tax Filing or ongoing Bookkeeping, our team collaborates with you to gather documents, discuss strategies, and determine the scope of work. 
Turnaround Time 
➙ Tax Filing: Usually completed within a few business days to weeks once all documents are received. 
➙ Ongoing Accounting: Delivered monthly or quarterly, based on your plan. 
➙ Tax Planning: Typically fulfilled within 1–2 weeks after consultation. 
Timeframes depend on the scope of service and timely client input. 
Delivery Method 
All services are delivered digitally through our secure client portal or by email. No physical goods are shipped. 
 
✅ Client Responsibilities 
To ensure timely service delivery, clients are expected to: 
➙ Provide accurate and complete information promptly. 
➙ Respond to document and data requests in a timely manner. 
➙ Communicate proactively if timelines or expectations need to be adjusted. 
 
🔒 Payment Security & PCI Compliance 
At One Stop CPA, we take your data security seriously. All payment transactions made through our website are securely processed using Stripe, a leading global payment processor that is certified to PCI Service Provider Level 1—the highest level of certification available. 
We comply with the Payment Card Industry Data Security Standards (PCI DSS) and follow Stripe’s recommended best practices to ensure the safe handling of your payment details. 
Here’s how we protect your information: 
➙ 🔐 Our website uses HTTPS encryption (SSL) on every page, especially during checkout, to ensure all data is securely transmitted. 
➙ 🛡️ We do not store your full credit card information on our servers at any time. All sensitive data is encrypted and securely processed by Stripe. 
➙ ✅ Stripe uses advanced fraud prevention tools, including card testing protection, to keep your transactions safe. 
➙ 🔄 Regular audits and monitoring are conducted to ensure our systems and integrations meet the highest standards of compliance. 
By choosing One Stop CPA, you can rest assured that your payment and personal information is handled with the utmost care and security. 
For more information on Stripe’s security measures, please visit Stripe’s Security Center. 
 
🔐 Data Privacy & Protection 
Your privacy matters to us. 
One Stop CPA is committed to protecting your personal and financial information in compliance with global privacy standards and applicable data protection laws, including the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA) where applicable. 
How We Handle Your Data: 
➙ Purpose Limitation: We only collect the information necessary to provide our services—such as your name, contact info, tax documents, and billing details. 
➙ Confidentiality: Client data is treated with the strictest confidentiality and is never sold or shared with third parties without your consent, except where required by law (e.g., IRS, state tax authorities). 
➙ Data Security: We use secure portals and encrypted communications to collect and transmit sensitive information. 
➙ Transparency: Our Privacy Policy clearly explains what data we collect, how it is used, and your rights regarding that data. 
By using our services, you acknowledge and agree to our data handling practices as outlined in our privacy policy. 
 
🔁 Cancellation & Refund Policy 
We provide customized services that involve specialized time and expertise. As such, the following refund and cancellation terms apply: 
Custom Services (e.g., Financial Analysis, Consulting) 
➙ No refunds once work has started. 
➙ If work has not yet begun, partial refunds may be considered on a case-by-case basis. 
Subscription Services (e.g., Monthly Accounting Plans) 
➙ Cancellable with 30 days’ written notice. 
➙ Services rendered during the notice period remain billable. 
➙ No pro-rated or partial refunds for mid-period cancellations. 
One-Time Services (e.g., Tax Return Preparation, One-Time Planning) 
➙ Refunds may be considered only if work has not commenced. 
➙ Once document review or prep has started, no refunds are issued. 
Important Notes: 
➙ No satisfaction guarantee or trial period is offered. 
➙ Completed services are final and non-refundable. 
 
✉️ How to Request a Refund or Cancel Services 
Please email your request to: brian@onestop.cpa 
Include: 
➙ Your name 
➙ The service you wish to cancel 
➙ The effective date of cancellation 
We will confirm receipt and provide next steps within 1–2 business days. 
 
⚠️ Delays or Service Changes 
If a delay occurs due to incomplete client input, we will notify you and adjust timelines accordingly. If a delay is caused on our end, we will: 
➙ Communicate proactively 
➙ Offer revised delivery schedules 
➙ Issue a refund only if the delay is our fault and work hasn’t begun 
Scope or service changes may require new agreements or additional charges. 
 
📞 Contact Us 
Questions or concerns? 
Reach out any time: 
➙ Email: admin@onestop.cpa 
➙ Mailing Address: Available upon request (we are primarily a virtual firm) 
We typically respond within 1–2 business days. 
 
Thank you for choosing One Stop CPA. We’re honored to be your trusted accounting partner.