Consultation

Cancellation Policy

A 50% deposit is required to reserve your consultation appointment. The remaining balance is due before or at the time of the consultation. Cancellations or rescheduling requests made more than 24 hours before the scheduled appointment may be made without a cancellation fee. Rescheduling is permitted up to 24 hours before the appointment start time. Late cancellations made between 24 hours and 1 hour before the scheduled appointment are subject to a $97.50 cancellation fee. Cancellations made less than 1 hour before the scheduled appointment and no-shows may be subject to a fee of up to the full consultation amount of $195. Late arrival does not extend the scheduled consultation time. The consultation fee covers consultation time only. Any additional tax preparation, bookkeeping, business, or compliance services will be quoted separately based on the scope and complexity of the work.