Service Delivery Policy

Effective Date: July 3, 2026

At Taxilo Experts INC, we are committed to delivering professional bookkeeping, accounting, financial reporting, and financial planning support services efficiently and securely. This Service Delivery Policy explains how our services are provided and what clients can expect after purchasing our services.

Service Delivery Method

Taxilo Experts INC provides remote accounting and financial services to clients throughout the United States. Our services are delivered electronically and do not involve the shipment of physical products.

Services are provided through secure online communication methods, including email, phone and video conferencing, secure client portals, and cloud-based accounting platforms.

Service Commencement

Work will begin after:

• The requested services have been confirmed.
• Any required engagement agreement has been accepted.
• Necessary client information and documentation have been received.
• Payment or deposit has been received, where applicable.

Delays in providing required documents or information may affect the service timeline.

Delivery Timeframes

Delivery timelines vary depending on the nature and complexity of the services requested.

Typical service timelines include:

• One-time bookkeeping or financial projects: As agreed during the engagement.
• Ongoing bookkeeping services: Delivered according to the agreed service schedule.
• Financial reports: Delivered based on the agreed reporting frequency.
• Financial planning and consulting services: Scheduled by appointment and completed within the agreed timeline.

Estimated delivery dates are provided in good faith but may change if additional information or documentation is required from the client.

Client Responsibilities

To ensure timely service delivery, clients are responsible for:

• Providing complete and accurate information.
• Supplying requested financial records and supporting documents promptly.
• Reviewing completed work within a reasonable timeframe.
• Responding to requests for clarification when necessary.

Failure to provide required information may delay service completion.

Communication

Our team will keep clients informed throughout the engagement and may request additional information as needed to complete the agreed services accurately.

Service Availability

Services are generally provided during normal business hours. Response times may vary depending on workload, project complexity, holidays, and weekends.

Revisions and Corrections

If corrections are required due to information provided by the client after work has been completed, additional fees may apply unless otherwise stated in the applicable service agreement.

Taxilo Experts INC will promptly correct any errors resulting from our own work at no additional charge.

Service Limitations

Our services are based on the accuracy and completeness of the information provided by the client. We are not responsible for delays, inaccuracies, or outcomes resulting from incomplete, incorrect, or untimely information supplied by the client.

Changes to This Policy

Taxilo Experts INC reserves the right to update this Service Delivery Policy at any time. Any changes become effective upon posting on our website. Continued use of our services after any updates constitutes acceptance of the revised policy.