Premier Choice Tax in Springfield, MO offers professional tax preparation and expert tax planning for individuals and small businesses, plus accounting, bookkeeping, payroll, and S-Corp election guidance. We also provide insurance services, mortgage options through trusted lending partners, and holistic financial planning. Real estate investors and property owners can add cost segregation studies to accelerate depreciation, increase cash flow, and maximize tax savings.
In accordance with our client appointment policy, you can schedule an appointment either in person or through Zoom. We also prioritize your privacy, ensuring that your information is safeguarded under our privacy policy while we provide our tax preparation services.
Absolutely. In line with our client appointment policy and privacy policy, we utilize encrypted email and secure client portals for all document sharing and management associated with our tax preparation services.
You will collaborate directly with our team of professionals, which includes experienced accountants, IRS Enrolled Agents, CPAs, bookkeepers, and insurance specialists. We prioritize your privacy by adhering to our privacy policy, and we follow our client appointment policy to ensure a seamless experience as we deliver our comprehensive tax preparation services.
We value your time and ours. To keep appointments running smoothly for all clients, we require advance notice for cancellations and reschedules.
By scheduling an appointment with Premier Choice, you acknowledge and agree to this Cancellation Policy, including the 24-hour notice requirement and the $185.00 cancellation fee.
Effective date: January 3, 2026
Premier Choice ("Premier Choice," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, share, and protect personal information when you visit our website, contact us, or use our services.
Premier Choice provides tax and financial services, including tax preparation, accounting, bookkeeping, payroll, insurance, and related advisory services.
We may collect the following categories of information:
We use information to:
We do not sell your personal information. We may share information in the following situations:
We may use cookies and similar technologies to operate our website and understand usage. You can control cookies through your browser settings. Some features may not function properly if cookies are disabled.
We use reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
We retain personal information as long as needed to provide services, maintain records, comply with legal and professional obligations, resolve disputes, and enforce agreements.
Depending on where you live, you may have rights to access, correct, delete, or receive a copy of your personal information, and to opt out of certain processing. To make a request, contact us using the information below.
Our services are not directed to children under 13.
Our website may link to third-party sites. We are not responsible for the privacy practices of those third parties.
We may update this Privacy Policy from time to time. We will post the updated version with a new effective date.
If you have questions about this Privacy Policy or privacy practices, contact:
Policy Overview
To reserve an appointment time on Premier Choice’s calendar, new clients must pay a $185.00 appointment reservation fee at least 24 hours prior to their scheduled appointment time. This policy protects appointment availability and ensures our team can prepare in advance for your business tax preparation, personal tax preparation, or tax compliance needs.
1) Who This Applies To
All new clients scheduling any tax, bookkeeping, payroll, or advisory appointment related to business tax preparation or personal tax preparation.
Existing clients in good standing are not required to pay an appointment deposit.
2) Appointment Reservation Fee (Required to Hold the Appointment)
Amount: $185.00
Due: No later than 24 hours before the appointment (required for the appointment to remain on the calendar).
How it’s used: The $185.00 is applied toward your services with Premier Choice, including tax compliance assistance.
If You Choose Not to Do Business With Premier Choice
If you decide not to move forward with Premier Choice after reserving an appointment, the $185.00 will be treated as a consulting fee for the time reserved and any pre-appointment review/preparation related to your business tax preparation or personal tax preparation.
3) Required Documents Must Be Completed Before the Appointment
To keep your appointment, all required documents must be completed prior to your scheduled time, including (as applicable):
- Intake forms
- Engagement letter (required for the service)
Supporting documents (W-2s, 1099s, prior-year return, bookkeeping reports, etc.) may be requested depending on the service related to your tax compliance.
4) Submission Method (Tech-Friendly Options)
We understand not everyone is tech-savvy. You may submit required items in one of the following ways:
- Secure Canopy client portal (preferred)
- Bring documents in person to your appointment
- Or as otherwise instructed by Premier Choice
5) Completion Requirement
Required forms must be completed prior to the appointment.
If required forms are not completed prior to the appointment, Premier Choice may reschedule or cancel the appointment.
If an appointment is rescheduled or canceled due to incomplete required forms, the client will forfeit the $185.00 reservation fee/deposit.
6) Cancellation, Rescheduling, and Refunds
Refund Eligibility
The only way to receive a refund of the $185.00 reservation fee is to cancel at least 24 hours before your appointment time.
Refund Timing
Refunds are processed only after confirmation of funds by our financial institutions.
Once processed, refunds may take up to 10 business days, depending on our financial institution and the receiving institution.
Late Cancellations / No-Shows
Cancellations or reschedules with less than 24 hours’ notice and no-shows are not eligible for a refund, and the $185.00 will be retained.
7) Not Prepared Policy
If a client:
- Does not attend the appointment, or
- Attends but required forms are not completed,
Premier Choice may require a new reservation fee to book a new appointment time.
8) Why We Have This Policy
This helps us:
- Protect appointment availability for clients who are ready
- Reduce delays caused by missing forms
- Provide a smoother, faster, and more accurate service experience for your business tax preparation and personal tax preparation needs.
9) Client Acknowledgment
By scheduling an appointment, the client acknowledges:
- The $185.00 reservation fee is required at least 24 hours prior to hold the appointment time.
- The $185.00 is applied to services if the client proceeds.
- If the client chooses not to do business with Premier Choice, the $185.00 becomes a consulting fee.
- The only way to receive a refund is to cancel at least 24 hours prior to the appointment, and refunds may take up to 10 business days after confirmation of funds.
- Required forms must be completed prior to the appointment to keep the scheduled time.
- If required forms are not completed prior to the appointment, the appointment may be rescheduled or canceled and the client may forfeit the $185.00 reservation fee/deposit.
Questions
If you have questions about what to complete or bring, please contact Premier Choice before your appointment so we can help you get everything ready.