🌐 CoreLogix Consulting – Legal Policies

Privacy Policy

Last Updated: November 2025

CoreLogix Consulting, LLC (“CoreLogix Consulting,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal and business information.

Information We Collect

• Personal details such as your name, email, phone number, and address
• Business information for bookkeeping and consulting
• Tax information collected only through our secure tax portal
• Payment information processed through trusted third-party processors
• Website usage data, device data, and cookies

How We Use Your Information

• To provide bookkeeping, tax prep, consulting, and training
• To deliver digital products
• To communicate invoicing, confirmations, and updates
• To comply with legal and IRS requirements
• To improve website functionality and user experience

Information Storage

• Tax documents stored only inside your secure tax portal
• Bookkeeping and financial files stored in encrypted platforms
• Digital products delivered safely via email or download

Sharing Your Information

We do not sell your information. We only share it when necessary with:
• IRS or government agencies
• Payment processors
• Accounting software providers
• Legal or compliance partners

Your Rights

• Request access, updates, or deletion of your information
• Opt out of marketing emails

Terms & Conditions

Last Updated: November 2025

By using any CoreLogix Consulting service or product, you agree to the following:

Services Provided

We offer bookkeeping, consulting, digital products, tax preparation, and training services.

Consulting Payment Terms

• Net 10 terms
• $50 monthly late fee after 14 days past due
• Administrative and setup fees are required before service begins

Termination

• 60-day written notice required
• $500 cancellation fee if notice is not given
• All completed work must be paid before termination

Digital Products & Classes

• Non-refundable
• Delivered via email or download within 24 hours
• Not permitted to resell, redistribute, or share materials

Client Responsibilities

• Provide accurate information
• Upload tax documents to the secure portal
• Review deliverables before approval
• Maintain current payment details

Tax Preparation

• All IRS disclosures are available inside the tax portal
• CoreLogix is not responsible for delays caused by incomplete information
• Refund timelines are controlled by the IRS

Limitation of Liability

CoreLogix Consulting is not liable for:
• IRS processing delays
• Bank product delays
• Penalties due to missing documents
• Client-provided errors

Refund & Cancellation Policy

Last Updated: November 2025

Digital Products

• All digital products are non-refundable
• Delivered within 24 hours

Classes & Trainings

• Non-refundable
• Rescheduling available if done at least 48 Hours in advance only

Bookkeeping & Consulting

• 60-day written notice required
• $500 cancellation fee for early termination
• Outstanding invoices must be paid before termination

Tax Preparation

• Fees become non-refundable once work begins
• Filing fees must be paid before e-file submission if not choosing pay by refund.

• Fees are still due even if a tax refund is not due to taxpayer/business owner.

Bookeeping & Consulting Late Fees

• Net 10 terms
• $50 monthly late fee after 14 days

Bookkeeping & Consulting Admin & Setup Fees

• Non-refundable

Contact Us

CoreLogix Consulting, LLC
Jacksonville, FL
Email: rdavis@corelogixconsulting.com
Phone: (904) 980-8191