Firm Policies

Payment Options

Work will be quoted in December for the following tax year based on a combination of prior returns and discussions about financial changes throughout the year.
You will be provided with three options for payments
- Payment of the entire fee by January 31st by ACH or check
- Payment of 50% by January 31st and 50% in 30 days by ACH, check, or credit card
- Payment of 25% by January 31st and the remainder in 11 monthly installments by ACH only
Unforseen changes to scope as well as additional planning and analysis will be billed separately and may require a separate engagement letter.

Accepted file formats: PDF, Excel, or Word.
We are unable to accept any JPG, PNG, Apple-specific file formats. Please save and submit these files as PDF, Excel or Word files.
To convert photos of documents to PDF, please use or download an app to your phone that will do the work for you.
- Examples – Canva, iScanner, Adobe Scan, UPDF
Whenever possible, please use clear file names starting with the tax year that reflect the document’s contents.

If you will be out of town around a tax deadline or need your return by a specific date, notify us as soon as possible.

Ensure all tax documents are complete before submission.
For efficient processing, please submit your records as PDF or paper copies
Respond to our inquiries fully and promptly.
- Emails may contain multiple requests—please address all items in your response.
We will notify you when we are close to completing your return.
Our firm follows multiple procedures to ensure all tax returns are completed and accounted for.

For assistance, call 626-683-0515 or email office@juniperlegacy.com:

Harness (portal & questionnaire): Email concierge@harnesswealth.com
Tax Return Questions: Call or email our office. A team member will respond within 24-48 hours.