Privacy, Refund Policies

Privacy Policy

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.  CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law.  Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.  Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you.  In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Client’s Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.  In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

Refund Policy

Will Chen CPA PLLC provides services which on an individual basis are paid for at completion of said service. In most cases, a retainer or service deposit are required before services are performed.

In the event a client requests a refund for a retainer, service deposit or inaccurate charges, the request must be made in writing, either to the address listed below or by using our contact link at our website. After receipt of the request for refund, the client’s original payment method will be refunded within 2 business days while any issues are researched. If after such research it is deemed that the refund is not valid, the client’s original payment method will be charged after the client has been notified.

Fraudulent Credit Card Charges or Fraudulent Claims – All requests to negate charges are investigated by our accounts receivable and legal departments. If you make a fraudulent claim of unauthorized card usage, we will report this to the credit card services. This report may result in cancellation of your card services, put negative information on your credit report, and create possible criminal charges that may be filed against you.

Will Chen CPA, PLLC reserves the right to modify this Refund Policy at its discretion, or against any client it believes is abusing this policy. Any such revision or change will be binding and effective immediately after posting of the revised Refund Policy on Will Chen CPAs, PLLC websites. It is the client’s obligation to review our refund policy for any such revisions

Contact Information

To ask questions or comment about this privacy policy and our privacy practices, contact us by email at:

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