Fulfillment Policy for Lori E Kenney, CPA, PLLC

1. Refund Policy

At Lori E Kenney, CPA, PLLC, we strive to ensure that all our clients are satisfied with our services. If you are not completely satisfied with the tax services we provided, please contact us within 30 days of the service date. Refunds are considered under the following conditions:

Error or Inaccuracy: If there was an error or inaccuracy in the services provided due to our oversight, we will correct it promptly. If a satisfactory resolution cannot be achieved, a refund may be issued.

Exclusions: Refunds are not provided for services rendered based on client-supplied information that is incorrect or incomplete, or if services are rendered as agreed.

To request a refund, please contact us at office@loriekenneycpa.com with your service details and reason for the refund request.

2. Delivery Policy

Since we provide professional tax services rather than physical goods, our delivery policy pertains to the delivery of electronic documents and advice:

Electronic Document Delivery: All completed tax documents and related correspondence will be delivered via secure email or through our client portal. 

Client Portal Access: Clients will have access to their documents through our secure online portal. 

3. Return Policy

Given that our services are non-tangible and custom to each client, we do not accept returns. If there are issues with the tax services provided, please refer to our refund policy for potential resolutions.

4. Cancellation Policy

Clients may cancel appointments or service agreements under the following conditions:

Service Cancellation: To cancel an appointment or service, please notify us at least 2 business days in advance. To cancel an appointment or subscription, please contact us at office@loriekenneycpa.com. 

5. General Information

For any questions or additional information regarding our fulfillment policies, please contact us at office@loriekenneycpa.com.  We are committed to providing clarity and support to ensure your experience with Lori E Kenney, CPA, PLLC is smooth and satisfactory.