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.

• All new clients scheduling any tax, bookkeeping, payroll, or advisory appointment.
• Existing clients in good standing are not required to pay an appointment deposit.

• 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.

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.

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.

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

• 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.

• The only way to receive a refund of the $185.00 reservation fee is to cancel at least 24 hours before your appointment time.

• 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.

• 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.

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.

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

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

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.