Important Policies

These policies help us serve clients in an organized, accurate, and professional manner.

POLICY 1 — RESCHEDULING & CANCELLATION

We require a minimum of 24 hours notice to reschedule or cancel an appointment. Cancellations within 24 hours of your scheduled appointment time must be made by contacting our office directly — self-service cancellations are not available within the 24-hour window. Please call (317) 295-8004 or email info@diamondtaxindy.com.

POLICY 2 — NO-SHOW & SAME-DAY CANCELLATION FEE

No-shows and same-day cancellations are subject to a $100 appointment fee. This fee is applied as a credit in full toward your next completed appointment. First-time occurrences will receive an invoice; repeated no-shows or unresolved fees must be cleared before future appointments can be confirmed.

POLICY 3 — VIRTUAL CLIENTS — DOCUMENT SUBMISSION

Virtual clients must upload all required documents a minimum of 48 hours in advance of their scheduled appointment. This allows adequate time for thorough review and ensures the highest quality of service. Appointments without documents on file by the 48-hour deadline will be rescheduled. No exceptions.

POLICY 4 — ENGAGEMENT LETTER & RETAINER

Applicable services require a signed engagement letter and/or retainer payment to confirm your appointment. Instructions will be provided in your booking confirmation. Your appointment is not fully confirmed until all required steps are completed.

Questions about our policies? Contact us at info@diamondtaxindy.com or (317) 295-8004. We look forward to serving you. 💎

Privacy Policy

Your privacy is important to us. We collect nonpublic personal information about you from various sources, including:

*Your email address, provided when signing up to receive tax tips and deadline reminders.
*Tax-related documents you upload, such as Forms W-2, 1099R, 1099-INT, 1099-DIV, and other documents required for processing your tax return.
*Applications, organizers, or other documents supplying information such as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data.
*Information gathered during interviews or communications regarding your tax situation.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.

We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.

If you have any questions about our privacy policy, contact our office at (317) 295-8004.