Tax Serivces

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

- JotForm (or other online questionnaire)

- Engagement letter (if 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.