VIRTUAL APPOINTMENT LOCATION:
A Zoom link will be in the email confirmation you receive at the time of booking.
For tax appointments only, a valid credit/debit card must be placed on file in order to secure your appointment. There will be a $50 “Initial Holding Fee”, charged to the card that is placed on file at the time of booking, to ensure appointments are kept. Once your appointment is completed, you will be refunded at the conclusion of our call. We apologize for any inconvenience, as our system is unable to simply hold a card on file at this time.
If you need to cancel or reschedule your appointment for any reason, we request a minimum of 24 hours advanced notice. If you don’t cancel or reschedule within the given parameters, you MAY LOSE the opportunity to take advantage of your FREE VACATION! MAKE SURE YOU’RE SURE!!!
In the event that we reach out to you at you scheduled appointment time and we are unable to contact you, the $50 initial holding fee will be kept as a NON REFUNDABLE “No Call, No Show” fee, and you will not be allowed to book in the future. All appointments are prepped by our tax professionals in advance, prior to your arrival to ensure that each client has a pleasant and thorough consultation, and your needs are met.
If we do not receive payment from you in a timely manner, and you do not make an attempt to pay your balance in full, or start a payment plan, your tax prep fees will be sent to a collections agency.
TAX PREP FEE PAYMENT POLICY:
In the event that you will receive a refund, your tax prep fees will be paid out of your refund, given that you have called the Treasury Offset Line and are clear of any other debt to outside government agencies.
In the event that you have a balance with the IRS, and will owe taxes this year and or have outside debts owed to other government agencies, all payment for tax prep fees MUST BE PAID PRIOR TO US FILING YOUR RETURN. There are NO EXCEPTIONS. We do offer payment plans but the final payment must be paid before we send your return.
In the event that we have started, completed and sent your return for your review and you decide not to file or file elsewhere, your card on file will be charged $75 for a “Fee for Tax Services Rendered.”
METHODS OF PAYMENT:
If you are receiving a refund with no Treasury Offset or IRS/ State Tax Balance, your prep fees are paid through your refund.
If you have an IRS/State Tax Balance, will owe taxes, or owe outside government agencies, we accept CASH, VISA/MC/AMEX/Discover, PayPal, CashApp and Stripe.