Processing Fee & Payment Policy

At The Tax Office, our goal is to provide transparent, secure, and convenient payment options for our clients. To maintain low service costs while accepting multiple forms of payment, we disclose the following payment and processing fee policy.

How Payments Work

All payments for tax preparation, payroll, or bookkeeping services are processed through Squarespace Payments, our secure online payment system.
Invoices are generated and sent directly by email to the address you have on file with The Tax Office.

Each invoice will contain a “Pay Now” button, allowing you to pay securely online. Payments can be made by ACH bank transfer, debit card, or credit card. Once payment is received, a confirmation receipt will automatically be sent to your email.

Accepted Payment Methods

• ACH Bank Transfer (Preferred) – No processing fee

• Credit or Debit Card – 3% processing fee applies

• Check or Cash – No processing fee

Processing Fee Disclosure

A 3% processing fee is applied only to credit and debit card transactions.
This fee is not charged by The Tax Office directly but by our secure payment processor to cover the cost of card transaction handling and network fees.

Clients can avoid this fee by paying via ACH bank transfer, check, or cash.

Invoice-Based Billing

The Tax Office sends all electronic invoices directly by email. Each invoice clearly lists the base service amount, any applicable fees, and a secure link for online payment. The processing fee will appear as a separate line item when a credit or debit card is used for payment.
ACH, check, and cash payments do not include this fee.

Processing fees are assessed in accordance with applicable California and federal regulations regarding credit/debit card surcharges and convenience fees.