Processing Fee & Payment Policy

At Central Coast Tax Prep, our goal is to provide transparent, secure, and convenient payment options for our clients. To keep service costs competitive while offering multiple payment methods, 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 via email to the address on file.

• Each invoice includes a “Pay Now” button for secure online payment.

• Payments may be made by ACH bank transfer, debit card, or credit card.

• Once payment is received, an automatic confirmation receipt is sent by email.

Accepted Payment Methods

• ACH Bank Transfer (Preferred): No processing fee

• Credit Card: 3% processing fee applies

• Check or Cash: No processing fee

Processing Fee Disclosure

A 3% processing fee applies only to credit card payments. This fee is charged by our secure payment processor to cover card network and transaction handling costs and is not retained by Central Coast Tax Prep.

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

Invoice-Based Billing

All services are billed through electronic invoices sent by email. Each invoice clearly itemizes:

• The base service amount

• Any applicable fees

• A secure online payment link

When a credit is used, the processing fee will appear as a separate line item. No processing fees are applied to ACH, check, debit, or cash payments.

Regulatory Compliance

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