Fulfillment Policy

Effective Date: January 1, 2025

At Filmore and Company, LLC (“Filmore and Company, LLC,” “we,” “us,” “our”), we provide professional tax preparation, bookkeeping, and CFO consulting services tailored to each client’s specific needs.

Service Delivery

• All services are delivered remotely via secure online portals, phone calls, video conferences, or email communication.
• Service timelines are discussed and agreed upon with each client before work begins.
• Most tax preparation services are completed within the agreed tax season timeframe, while bookkeeping and consulting services are provided on an ongoing or as-needed basis.

Refund Policy

• Due to the customized nature of our services, fees paid for completed services are non-refundable.
• If you cancel a service before any work has begun, you may be eligible for a partial refund minus any administrative fees or time already invested.
• If you believe there is an error or concern with a completed service, please contact us within 7 days so we can review and resolve the issue as appropriate.

 Cancellation Policy

• Clients may cancel ongoing bookkeeping or consulting agreements with 30 days written notice.
• For project-based services (like tax returns), cancellations must be requested before work has started.

 Customer Service Contact

• For any questions about our fulfillment policies, please contact us at: Email: [email protected] or Phone (631) 838-4331.