1. Who we are

StarFya is a Louisiana limited liability company offering tax preparation, business and administrative services, light bookkeeping, and the Star Fya Tax Solutions professional tax software packages (Silver Partner and Platinum Professional).

2. Services and scope

Before work begins, we will confirm the service, what is included, and the fee. Work outside the agreed scope, such as additional returns, amended returns, prior-year filings, or extra bookkeeping, will be quoted separately before we start.

3. Your responsibilities

• Provide complete, accurate, and timely information and documents.
• Review your return or filing before you sign it. By signing, you confirm the information is true and complete to the best of your knowledge.
• Keep copies of your records and respond promptly to requests for information.
• Upload documents through your private StarFya Client Portal, not by regular email or the website contact form.

4. Tax preparation

We prepare returns based on the information you provide and current tax law. We cannot guarantee a particular refund amount, processing time, or outcome with the IRS or a state agency. Fees are due when your return is complete, before it is filed. If a mistake on your return is caused by our error, we will correct it at no additional charge.

5. Appointments

Appointments are scheduled through our online booking calendar. Please give at least 24 hours’ notice to cancel or reschedule. See our Refund & Cancellation Policy.

6. Star Fya Tax Solutions software packages

• Term. Each package covers one year (12 months) from the date of purchase. Packages do not renew automatically; you may renew by purchasing again.
• Silver Partner ($499/year). Includes software access, software training, tax preparation and tax law training, and technical support. Silver is a revenue-sharing arrangement: of the preparer fees collected through the software on returns you prepare, you keep 70% and Star Fya Tax Solutions retains 30%. Specific details are provided in your onboarding agreement.
• Platinum Professional ($1,299/year). Includes software access, back-office operations training, and technical support, with no revenue share. You must hold a valid EFIN issued in your name.
• Your compliance. Purchasers are responsible for maintaining their own PTIN, EFIN (Platinum), and any required credentials, and for following IRS rules, including the safeguarding of taxpayer data. We may suspend access for fraud, misuse, or IRS non-compliance.
• Onboarding. After payment, we will contact you with onboarding and software-access instructions within 2 business days.
• Payment. Payments are processed securely by QuickBooks Payments (Intuit). StarFya does not see or store your full card or bank account number.

7. Educational content

Content on this website, in newsletters, and in The StarFya Insider community is general information for educational purposes. It is not tax, legal, or financial advice for your situation. Please discuss your personal situation privately with your preparer.

8. Text messages (SMS)

• Opting in. If you check the text-message box on our signup form, you agree to receive recurring automated marketing and reminder text messages from Star Fya Administrative & Financial Solutions LLC (StarFya) at the mobile number you provide. Consent is not a condition of purchase.
• What we send. Tax-season and deadline reminders, StarFya news, and occasional offers. Message frequency varies, up to 4 messages per month.
• Cost. Message and data rates may apply, depending on your mobile plan.
• Stopping texts. Reply STOP to any message to cancel at any time. You will receive one final message confirming you are unsubscribed.
• Help. Reply HELP for help, or contact star@starfya.org or (504) 345-2200.
• Carriers. Mobile carriers are not liable for delayed or undelivered messages.
• Privacy. We do not sell or share your mobile number or text consent with third parties for their marketing. See our Privacy Policy.

9. Limitation of liability

To the extent permitted by law, StarFya’s total liability for any claim related to our services is limited to the fees you paid us for the service involved. We are not responsible for delays or errors caused by incomplete or inaccurate information you provide, or by government agencies, software providers, or other third parties.

10. Changes and governing law

We may update these terms from time to time; the date at the top shows the latest version. These terms are governed by the laws of the State of Louisiana.

1. Software packages (Silver Partner and Platinum Professional)

• Within 7 days of purchase, before software access is issued: full refund.
• After software login credentials are issued or training has started: the package is non-refundable, because software licenses and setup are provided to you at that point.
• Platinum EFIN eligibility: if we are unable to confirm a valid EFIN in your name before activation, we will refund your purchase in full.
• Approved refunds are returned to the original payment method through QuickBooks Payments, usually within 5–10 business days.

2. Tax preparation

• We confirm your fee before we begin.
• If you decide not to proceed before we start preparing your return, no fee is due.
• Fees for returns that have been prepared or filed are not refundable.
• If a mistake on your return is caused by our error, we will correct it and refile at no additional charge.

3. Business, bookkeeping, and administrative services

Fees are quoted before work begins. If you cancel, you are responsible only for work already completed and any government filing fees already paid on your behalf. Government and state filing fees are non-refundable once submitted.

4. Appointments

• Please cancel or reschedule at least 24 hours before your appointment using the link in your confirmation email, or by calling (504) 345-2200.
• There is no fee to reschedule. If you miss two appointments without notice, we may ask you to confirm by phone before booking again.

5. How to request a refund

Email star@starfya.org with your name, the service or package purchased, the purchase date, and the reason for your request. We respond within 2 business days.

1. Information we collect

• Contact details you share when you email, call, book an appointment, or subscribe: name, email, phone, and the service you are interested in.
• Client information needed to provide services, such as tax documents, income and expense records, identification numbers, and business details, shared through your private StarFya Client Portal.
• Payment information, which is processed by QuickBooks Payments (Intuit). We receive a payment confirmation but not your full card or bank account number.
• Basic website data, such as pages visited and device type, which may be collected by our website and analytics providers.

2. How we use it

We use your information to respond to inquiries, schedule appointments, prepare and file returns and business filings, provide software access and training, process payments, send receipts and reminders, and, if you opt in, send newsletters or text updates.

3. Tax return information

Federal law (Internal Revenue Code §7216) restricts how tax preparers use and disclose tax return information. We use it only to prepare and file your return and provide related services. We will not use or disclose it for any other purpose without your separate, signed consent.

4. Who we share it with

We never sell your personal information. We share it only as needed to serve you:

• The IRS and state agencies, when filing returns or business documents on your behalf.
• Service providers who help us operate, such as our client portal (ProClient), tax software, QuickBooks (payments and bookkeeping), Google (booking calendar and email), and our email newsletter service. They may use your information only to provide services to us.
• When required by law, subpoena, or to protect against fraud.

5. How we protect it

• Client documents are exchanged through a private portal with 256-bit encryption and data stored in the U.S.
• Access to client information is limited to people who need it to serve you.
• We maintain a written information security plan, as required for tax professionals under the FTC Safeguards Rule.
• We keep records only as long as needed for the service and as required by law, then dispose of them securely.

6. Emails and texts

Marketing emails and texts are sent only if you opt in. You can unsubscribe at any time using the link in any email or by replying STOP to any text. Message and data rates may apply. Text consent is not a condition of purchase, and we do not share mobile numbers or text consent with third parties for their marketing.

7. Your choices

You can ask us to access, correct, or delete your information by emailing star@starfya.org. Some records must be kept for legal and tax requirements.

8. Children

Our website is not directed to children under 13, and we do not knowingly collect their information online. Dependent information for a tax return is provided by the parent or guardian.

9. Changes

We may update this policy from time to time. The date at the top shows the latest version.