Tax Appointment Policy

We value your time and appreciate the opportunity to serve you. Due to the high demand and limited availability during tax season, it is critical that scheduled appointments are honored. To maintain efficient scheduling and ensure fair access for all clients, the following cancellation and no-show policy applies to all tax preparation appointments during peak filing periods.

Policy Effective Dates:
• February 1 – April 15
• September 1 – September 15
• October 1 – October 15

Cancellation & Rescheduling
All cancellations or rescheduling requests must be made at least 24 hours in advance. Clients may cancel or reschedule by calling our office at (818) 841-7400 or by using our online scheduling system.

Late Cancellation Fee
Cancellations made within 8 hours of the scheduled appointment will incur a $35.00 late cancellation fee, regardless of appointment type.

No-Show Fee
Failure to attend a scheduled appointment without prior notice will result in a $55.00 no-show fee. This fee reflects time reserved exclusively for you, which cannot be reassigned on short notice during peak tax filing periods.

This policy allows us to manage our workload responsibly, respect scheduled appointment times, and continue providing timely, high-quality service during critical filing deadlines.

Thank you for your understanding and for choosing our firm for your tax preparation needs. We look forward to working with you.