BOOKING & SERVICE POLICY

Please review the following policies carefully before scheduling your appointment with All In Tax & Financial Services, LLC. By booking an appointment, you acknowledge that you have read, understood, and agreed to these policies.

1. APPOINTMENTS & BOOKING

Appointments are required for scheduled consultations & tax preparation services. Please log in on time. At least 24 hours notice is requested for cancellations or rescheduling.

2. LATE ARRIVALS & NO-SHOWS

Late arrivals may result in a shortened or rescheduled appointment. Repeated no-shows may require prepayment before future bookings.

3. TAX QUOTES & ESTIMATES

A $25 non-refundable quote/estimate fee is required before preparation of a tax refund estimate. If you choose to file your tax return with All In Tax & Financial Services, LLC, the $25 fee will be applied toward your tax preparation fee. Estimates are based on information provided & are not a guarantee of the final amount.

4. PAYMENTS & FEES

All applicable preparation, consultation & service fees are due as agreed. Fees paid for completed services are non-refundable.

5. TAX PREPARATION & DOCUMENTS

Clients are responsible for providing complete & accurate information & documentation. All In Tax & Financial Services, LLC is not responsible for delays caused by missing, inaccurate, or incomplete information.

6. IRS & AGENCY PROCESSING DELAYS

Once a return or document has been properly prepared & submitted, IRS or State processing times are outside our control. Delays by a taxing agency do not qualify for a refund of preparation fees.

7. REFUND OFFSETS

If a client's tax refund is reduced or taken due to child support, student loans, taxes, government debt, or another offset, all preparation fees remain the client's responsibility.