Service Delivery

LBH Services provides professional tax and consulting services in a fully digital format. We do not sell or ship physical products. All services, including consultations, tax preparation, tax resolution, and tax protection services, are delivered electronically via secure client portals, email communication, and/or virtual meetings. Turnaround times vary depending on the scope, complexity, and responsiveness of each client’s case.

 

Estimated timelines may be provided but are not guaranteed.

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Client Responsibility

Clients are responsible for providing accurate, complete, and timely information, responding to requests for documentation, and reviewing all submitted documents before final approval. Delays in communication or incomplete information may impact service timelines and outcomes.

 

No Guarantee of Outcomes
LBH Services is committed to providing high-quality, professional tax services. However, results may vary based on each client’s unique financial situation, tax history, and level of cooperation. Specific outcomes related to tax filings, IRS resolutions, or financial results cannot be guaranteed.

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Consultations & Engagement
All clients are encouraged to begin with a consultation to assess their specific tax needs, including tax preparation, tax resolution, IRS matters, and tax planning or protection strategies. Recommendations and services are based on the information provided at the time of consultation.

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Refund Policy
All consultation fees are non-refundable. All service fees, including tax preparation, tax planning, and tax resolution, are non-refundable once work has begun. Payments secure time, expertise, and administrative processing.

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Rescheduling & Cancellations
Appointments may be rescheduled once with at least 24 hours’ notice. Missed appointments or late cancellations may result in forfeited fees.

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Payments & Billing
Full or partial payment may be required prior to the start of services. By submitting payment, clients agree to these terms and acknowledge the scope of services discussed.

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Communication & Scope of Work
Services are provided based on the agreed scope at the time of booking or engagement. Additional requests, revisions, or expanded services may require additional time, additional fees, and/or a revised agreement.

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Technical Issues
If a technical issue occurs during booking or payment, clients may contact LBH Services for review and resolution.

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Privacy Policy

LBH Services respects your privacy and is committed to protecting your personal and financial information. All client data is handled securely and used solely for the purpose of providing tax and consulting services. Personal information is not sold or shared with third parties, except as required by law or necessary to complete services. Clients are responsible for maintaining the security of their own devices and communication methods.

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Limitation of Liability
LBH Services is not liable for errors resulting from inaccurate or incomplete client-provided information, delays caused by third parties such as the IRS or financial institutions, or outcomes beyond our control.

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Acceptance of Terms
By booking a consultation, engaging services, or submitting payment, clients acknowledge and agree to the terms outlined in this policy.

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Contact
For questions regarding these policies, please contact LBH Services through the website or official communication channels.