Fulfillment Policy of NewCo Tax Inc.


โœ… RE Tax Prep: Website Compliance and Fulfillment Policy


๐Ÿงพ Description of Services


RE Tax Prep provides professional tax filing, planning, and compliance services tailored specifically for real estate investors.

Our firm specializes in:

Individual and business tax return preparation (1040, 1120S, 1065, etc.

Real estate-focused tax strategy (cost segregation, passive losses, entity structuring) via the community

Year-end tax projections and planning via the community

IRS audit response and support via the community

Real estate bookkeeping and financials via the community


All services are virtual and delivered securely through our client portal, email, and text communication.




๐Ÿ’ต Purchase Currency


All services are billed in

U.S. Dollars (USD)

.




๐Ÿ“ž Customer Service Contact


You can reach us directly using the following methods:

Email: [email protected] Hours: Monday โ€“ Friday, 9:00 AM โ€“ 5:00 PM CST


We pride ourselves on responsive communication and transparent service.




๐Ÿ“‹ Fulfillment Policies


โœ… Refund Policy


We collect a $1,000 deposit upfront which applies toward our $3,000 minimum fee. The final price may be higher depending on the complexity of your tax return.

The $1,000 deposit is for the RE TAX PREP Community and not towards your tax return filing. Once work has started or your tax return has been filed, all fees โ€” including the deposit and any remaining balance โ€” are non-refundable.

Due to the personalized nature of tax preparation, we are unable to offer refunds after filing.




โœ… Delivery of Services


All tax services are fulfilled virtually After payment, you will be contacted within3 business days to begin onboarding and document collection. Turnaround time depends on the complexity of your return and how quickly you provide the necessary documents.




โœ… Return Policy


We do not sell physical products and as such, we do not offer returns. However, if a filing error occurs as a result of our work, we will correct and refile your return at no additional cost.

.




โœ… Cancellation Policy


You may cancel service before any work has begun and receive a full refund of your $1,000 deposit. Once work is underway, cancellations are not permitted.




๐ŸŒŽ Legal and Geographic Limitations


We serve U.S. taxpayers and entities only.Our services are not available to non-U.S. residents or foreign entities not filing U.S. tax returns.




๐Ÿ”’ Privacy Policy


RE Tax Prep is committed to protecting your personal information. We collect only the data necessary to provide tax services and do not sell or share your data. All client information is securely stored and processed in compliance with IRS and U.S. data privacy laws.



๐Ÿข Business Address


RE Tax Prep


1309 Coffeen Avenue, STE 15348


Sheridan, WY 82801


United States




๐Ÿ’ฌ Promotions and Offers


Any discounts, trial offers, or promotions will clearly state eligibility terms and expiration dates. Offers are

non-transferable

and

cannot be combined

unless explicitly stated.




๐Ÿ” Website Security


Our website and client portal are protected by HTTPS encryption. All payments are processed through Stripe a PCI DSS-compliant platform. RE Tax Prep does not store full credit card data on our servers.




๐Ÿ’ณ Accepted Payment Methods


We accept the following credit and debit cards:


VisaMastercardAmerican ExpressDiscover


Card logos are displayed at checkout for your convenience.