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Privacy Policy
We respect and are committed to protecting your privacy. We may collect personally identifiable information when you visit our site. We also automatically receive and record information on our server logs from your browser including your IP address, cookie information and the page(s) you visited. We will not sell your personally identifiable information to anyone.

Security Policy
Your payment and personal information is always safe. Our Secure Sockets Layer (SSL) software is the industry standard and among the best software available today for secure commerce transactions. It encrypts all of your personal information, including credit card number, name, and address, so that it cannot be read over the internet.

Refund Policy
Carter Schwartze CPAs, PLLC provides services for which payment is due upon completion. In many cases, a retainer or deposit are required before services are performed. Deposits are generally non-refundable and are kept in satisfaction of time spent on a project when it is decided that the project will not be completed.
In the event a client requests a refund of overpayments or inaccurate charges, the request must be made in writing, either to our main office address, via email to, or by using our contact link on 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 billing department. 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.
Carter Schwartze CPAs, 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 our website. It is the client’s obligation to review our refund policy for any such revisions.