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Please read the Scheduling and Appoint Fee Policy...
By scheduling an appointment, the client acknowledges and agrees to this Scheduling and Appointment Fee Policy.
A $50 scheduling fee is required to reserve an appointment time with Simple Solutions Tax Branch. The scheduling fee is due at the time the appointment is booked unless otherwise stated in writing by the firm.
The $50 scheduling fee is not a separate charge when services are performed. If you attend your appointment and services are provided, the $50 scheduling fee will be credited toward your total invoice for tax preparation or other services.
If you miss your appointment, arrive 10 minutes late to complete the scheduled services, or fail to attend without proper notice (a “no-show”):
The $50 scheduling fee is non-refundable, and
The amount may still be applied as a credit toward the total cost of services if you later complete services with the firm.
We understand schedules can change. Rescheduling is permitted; however:
Rescheduling requests are subject to staff availability, and
Rescheduling may require additional staff time (administrative and/or professional time) to re-plan and reallocate appointments.
If rescheduling requires additional staff time, the firm may assess a rescheduling/time adjustment charge $10.00 based on the personnel time required. Any such charge will be communicated before it is applied whenever practicable.
Clients may cancel an appointment 24 hours before their appointment by a phone call or email. The $50 scheduling fee remains non-refundable, but may be credited toward future services if services are later completed with the firm (subject to Section 6).
Unless otherwise required by law, any scheduling fee credit will:
Apply only to services provided by Simple Solutions Tax Branch, and
Expire [1] months from the original appointment date.
(You may choose a duration or remove expiration if you prefer.)
Clients may reschedule or cancel using the firm’s scheduling link or by contacting the office:
Reschedule/Cancel Link:
Phone: (209)733-0252 Email: adrian.pulido@yoursimplesolutions.net
By scheduling an appointment, the client acknowledges and agrees to this Scheduling and Appointment Fee Policy.