Services Provided At Insure Tax, we specialize in income tax preparation and related financial services. Our team is dedicated to assisting you in navigating the complexities of the tax code and helping you achieve your financial goals through personalized service and meticulous attention to detail.

 

Hours of Operation Our office hours are as follows:

January-May:

• Monday to Friday: 9 am - 7 pm

• Saturday: 9 am - 3 pm

• Sunday: Closed

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Virtual Appointments

• Virtual appointments can be scheduled during these months. June-December:

• By appointment only

 

Contact Information You can reach us through the following contact methods:

• Direct Phone: (704) 858-2534

• Fax: (704) 625-9030

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Appointments To ensure the best service, please schedule an appointment in advance, especially during the months of June to December. Virtual appointments are also available for your convenience.

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Privacy and Confidentiality We take your privacy and the confidentiality of your financial information seriously. All client information will be handled in accordance with our privacy policy.

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Fees Fees for our services are discussed and agreed upon during your initial consultation or appointment. We are committed to providing transparent pricing, and there will be no hidden charges.

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Cancellations If you need to cancel or reschedule an appointment, please inform us at least 24 hours in advance. Failure to do so may result in a cancellation fee.

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Compliance We adhere to all applicable tax laws, regulations, and professional standards. Our advice and services are provided with the intention of ensuring full compliance with tax laws and regulations.

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Liability While we strive to provide accurate and reliable information, it is important to note that tax laws can change, and circumstances vary. We cannot guarantee the accuracy of future tax liabilities, and any tax advice provided is based on the information available at the time of the consultation.

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Amendments to Terms and Conditions Insure Tax reserves the right to amend these terms and conditions at any time. Any changes will be communicated through our website or by direct contact. Continued use of our services implies acceptance of the modified terms.

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Governing Law These terms and conditions are governed by state laws and any disputes will be resolved in accordance with those laws.

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By utilizing Insure Tax's services, you acknowledge that you have read, understood, and agreed to these terms and conditions. If you have any questions or concerns, please do not hesitate to contact us using the provided contact information. Thank you for choosing Insure Tax as your trusted tax advisors.