Policies

Majestic Tax & Financial Solutions

Booking Policies & Client Agreement

By booking services with Majestic Tax & Financial Solutions, you acknowledge and agree to the following policies. These policies are in place to protect both the client and the firm, ensure accuracy, and maintain professional standards.

Appointment Scheduling

All services are provided by appointment only. Appointments may be scheduled online, by phone, or via referral. Booking an appointment does not guarantee service completion until all required documentation and information are received.

Client Due Diligence

Majestic Tax & Financial Solutions operates under strict due diligence standards in compliance with federal, state, and professional regulations. Clients are responsible for providing complete, accurate, and truthful information. Any omission, misrepresentation, or falsification of information may result in service refusal, delays, or termination without refund.

Documentation Responsibility

Clients must provide all required documents before or during their scheduled appointment. Incomplete or late documentation may delay services. Majestic Tax & Financial Solutions is not responsible for penalties, interest, or adverse outcomes resulting from missing, inaccurate, or late information provided by the client.

Payment Policy

Payment is required before services are rendered unless otherwise agreed in writing. Fees are based on service type and complexity. All fees are non-refundable once work has begun.

No Guarantees

Majestic Tax & Financial Solutions does not guarantee specific outcomes, including refund amounts, credit score increases, approval of applications, or financial results. Outcomes depend on individual circumstances, third-party agencies, and compliance with applicable laws.

Tax Preparation & Tax Planning Services

Clients are responsible for the accuracy of all information submitted. Majestic Tax & Financial Solutions prepares returns based solely on client-provided data and does not audit or independently verify documents unless required by law. The firm is not liable for penalties or interest resulting from inaccurate or incomplete information supplied by the client.

Bookkeeping Services

Bookkeeping services are provided based on records supplied by the client. Majestic Tax & Financial Solutions is not responsible for errors caused by missing transactions, incorrect categorization, unreported income, or inaccurate bank statements. Clients remain responsible for maintaining source documentation.

Wills, Trusts & Estate-Related Services

Majestic Tax & Financial Solutions provides document preparation and administrative assistance only and does not offer legal advice. Clients are encouraged to consult a licensed attorney for legal review. The firm is not responsible for legal validity, interpretation, or enforcement of documents.

Retirement Planning Services

Retirement planning services are educational and strategic in nature. Majestic Tax & Financial Solutions does not guarantee investment performance or financial outcomes. Clients are responsible for final decisions and should consult licensed financial or investment professionals when applicable.

Insurance Services

Insurance services are provided based on available products and client eligibility. Majestic Tax & Financial Solutions does not guarantee approval, coverage levels, or pricing. Final underwriting decisions are made by insurance carriers.

Credit Repair Services

Credit repair results vary by individual. Majestic Tax & Financial Solutions does not guarantee credit score increases, deletions, or timelines. Clients acknowledge that results depend on credit history, creditor cooperation, and compliance with laws. False or fraudulent information will not be submitted under any circumstances.

Notary Services

Clients must present valid, government-issued photo identification at the time of notarization. Majestic Tax & Financial Solutions does not verify the legality or accuracy of documents being notarized and is not responsible for document content.

Cancellations & No-Shows

Clients must provide notice for cancellations or rescheduling. Failure to appear may result in forfeiture of fees and may require a new booking with payment.

Communication Policy

Communication is conducted during business hours. Responses to emails, calls, or messages may take up to 48 business hours. Emergency or last-minute requests are not guaranteed.

Right to Refuse or Terminate Services

Majestic Tax & Financial Solutions reserves the right to refuse or terminate services at any time due to non-compliance, unethical requests, abusive behavior, or failure to provide accurate information.

Confidentiality

All client information is handled with confidentiality and professionalism. Information is disclosed only as required by law or with client authorization.

Acceptance of Policies

By booking services, submitting documents, or making payment, you acknowledge that you have read, understood, and agreed to these policies.

We are here to help you move forward with confidence. Contact Majestic Tax & Financial Solutions Today to schedule your consultation.