Fulfillment Policy

Effective Date: May 27, 2025

At Crossroads Accounting Professionals, PLLC, we are committed to delivering exceptional accounting services with integrity and professionalism. This Fulfillment Policy outlines our procedures regarding service delivery, cancellations, refunds, and client communications.

1. Service Delivery
   Scope of Services: We offer a range of accounting services, including tax preparation, financial statement preparation, and business consulting. Detailed descriptions of our services are available on our Services page.
   Delivery Method: Services are provided through in-person consultations, phone calls, and secure electronic communications, depending on client preference and service requirements.
   Timelines: Upon engagement, we will provide an estimated timeline for service completion. Timelines may vary based on the complexity of the services and the timely provision of necessary information by the client.
2. Client Responsibilities
   To ensure timely and accurate service delivery, clients are expected to: Provide all necessary documentation and information promptly.
   Respond to inquiries and requests for additional information in a timely manner.
   Review and approve documents and filings as required.
3. Payment Terms
   Billing: Clients will receive invoices detailing the services provided. Payment is due upon receipt unless prior arrangements have been made.
   Payment Methods: We accept payments via check, credit card, and ACH transfers. Secure online payment options are available through our Pay Bill portal.
4. Cancellation and Rescheduling
   Appointments: Clients may cancel or reschedule appointments with at least 24 hours’ notice. Cancellations with less than 24 hours’ notice may be subject to a cancellation fee.
   Service Engagements: If a client wishes to terminate an ongoing service engagement, they must provide written notice. Fees for services rendered up to the termination date will be due.
5. Refund Policy
   Due to the nature of professional services, refunds are generally not provided once services have been rendered. However, if a client is dissatisfied with our services, we encourage them to contact us to discuss their concerns. We are committed to resolving issues and ensuring client satisfaction.
6. Confidentiality
   We adhere to strict confidentiality standards and comply with all applicable laws and regulations regarding client information. Detailed information about our privacy practices is available in our Privacy Policy.
7. Contact Us
   For questions or concerns regarding this Fulfillment Policy, please contact us at:

Crossroads Accounting Professionals, PLLC
1680 West Highway 40, Suite 204
Vernal, Utah 84078
Phone: 435-789-0961
Email: info@crossroadscpas.com