Client Rights and Responsibilities
At ProTaxAdvisors, we believe in transparency, accountability, and ethical standards. Our clients have the right to clear, respectful, and professional treatment. These rights are designed to ensure your experience is consistent, protected, and in alignment with industry best practices.
1. Right to Professional Service
Clients have the right to receive high-quality, competent services from trained professionals and staff. Our team is committed to upholding the standards of excellence in every interaction.
2. Right to Privacy and Confidentiality
All client information is confidential and protected under our privacy policy and applicable law. We do not disclose personal or financial data without written consent, except as required by law.
3. Right to Access Information
Clients may request access to the data and documents shared through our platform. You have the right to review your information and request corrections or clarifications.
4. Right to Fair Pricing and Clear Communication
Clients have the right to a clear understanding of all fees before services are rendered. We provide transparent pricing, and there are no hidden charges.
5. Right to Refuse or Terminate Services
You may refuse or discontinue services at any time. We respect your autonomy and will honor your decision, subject to any legal or contractual obligations.
6. Responsibility to Provide Accurate Information
Clients are responsible for providing truthful, accurate, and timely information necessary for service delivery. This includes financial documents, identity verification, and required signatures.
7. Responsibility to Communicate Respectfully
We expect respectful, professional communication at all times. Harassment, discrimination, or abuse will not be tolerated and may result in service suspension or termination.
8. Contact
If you have questions, concerns, or feedback related to your rights as a client, please contact us:
Email: protaxadvisorsfl@gmail.com
Phone: (321) 334-2307
Mail: 7575 Kingspointe Pkwy Suite 20, Orlando, FL 32819