Company Policies

Policies for Clients & Tax Preparers

Clear standards for how TP Credit & Tax Solutions handles your documents, communication, conduct, and payments — for both clients and the preparers who serve them.

Document & Data Privacy

How we handle, protect, and retain your sensitive tax and identity documents.

All documents are uploaded through our secure, encrypted client portal and stored in access-controlled storage.
We collect only what is required to prepare your return accurately — no more, no less.
Your information is never sold or shared with third parties for marketing purposes.
As an authorized IRS e-file provider, we transmit returns through secure IRS-approved channels.
Documents are retained for the period required by IRS guidelines, then securely purged upon your written request after the retention window.
You may request deletion of your portal account and uploaded documents at any time, subject to legal retention requirements.

Engagement & Communication

Appointments, response times, and what to expect during your filing.

Priority list clients receive first pick of appointment times when tax season opens.
We respond to portal messages and emails within two business days during tax season.
If you miss a scheduled appointment, contact us to reschedule — no penalty, just let us know.
Refund Advance Loans (Jan 2 – Mar 15, 2027) are subject to lender approval and qualifying filer criteria; eligibility is not guaranteed.
Status updates are posted to your portal tracker in real time and, where opted in, sent by email or SMS.

Phone & Contact Information

How we use, protect, and respect your phone number and contact details.

Your phone number is used only for tax-related communication — appointment reminders, status updates, and time-sensitive filing notices.
We never sell or share your phone number with third parties for marketing.
SMS and call notifications are sent only to clients who opt in to that preference in the portal.
You may update your contact method (Email, SMS, or Both) at any time from your client portal, or request removal of your number entirely.
Standard message and data rates from your carrier may apply to SMS notifications.
We do not use your number for robocalls or unsolicited promotional messaging.

Payment, Refunds & Cancellation

Fees, payment options, cancellations, and how we handle disputes.

Estimates are provided free of charge and do not constitute a binding engagement until a service agreement is signed.
Fees are transparently disclosed before work begins. Clients can choose to pay upfront or have preparation fees deducted directly from their tax refund.
If we make an error in preparation, we will correct it at no additional cost.
You may cancel your engagement at any time before filing; fees for work already completed are non-refundable.
Disputes are handled directly and in good faith; we aim to resolve every concern within 10 business days.

Questions about these policies? Email us at info@tpcreditandtax.com or call (662) 499-4606.

Last updated: 10/19/2026