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Policies & Terms of Services
Sandra’s Freelance Accounting LLC operates the website www.smfreelance.com. This page outlines the policies, terms, and conditions governing the use of our website and the services we provide, including our Privacy Policy Commitment, Cancellation Policy, Tax Filing Services Policy, Virtual Filing Services Policy, and any other applicable service policies.
By accessing or using our website, scheduling an appointment, or engaging our services, you acknowledge that you have read and agree to the applicable policies and terms outlined on this page. These policies are intended to establish clear expectations, protect the privacy and information of our clients, and explain the terms under which our services are provided.
Cancellation/Reschedule Policy
In order to cancel or reschedule your appointment without any additional fees, we require at least 48 hours or more notice to give us enough time to fill your spot. Cancellations and/or rescheduling requests made with less than 48 hours’ notice will be charged a $35 fee.
Clients who “do not show up” without notice will be charged a $50 fee. Fee will be collected at new appointment request. Appointments will not be set until fees are paid.
In order to reschedule your cancelled appointment with less than 48 hours’ notice, the cancellation/reschedule fee will need to be paid. Sandra’s Freelance Accounting LLC has the right to allow exceptions on a case-by-case basis.
To cancel or reschedule, please contact us via email at sandra@smfreelance.com, my assistant kendra@smfreelance.com, or call our phone 443-472-2556. Once rescheduled, a confirmation email/text will be sent.
Emergency Exceptions: We reserve the right to waive late fees or penalties at our sole discretion in verified cases of emergency or extreme weather. Please reach out to us directly if you need to discuss an exception.
If Sandra’s Freelance Accounting LLC must cancel or reschedule your appointment due to unforeseen circumstances, we will notify you as soon as possible and offer a priority rescheduling at no extra charge.
Tax Filing Services Policy
Sandra’s Freelance Accounting LLC will file ALL tax returns, personal or business, by using an online tax filing software that best suits the client based on the client’s needs. Clients’ credentials are created by Sandra’s Freelance Accounting LLC; this is to protect clients’ privacy from sharing more personal information (aka passwords) than is needed.
Tax returns are submitted as “Self-Prepared”. Neither Sandra’s Freelance Accounting LLC nor the client (Tax Filer) will be signing the Tax Returns as they are electronically filed. Only time signatures are required is if the electronic filing window is closed, or a rejection is in place, therefore paper filing is required.
Sandra’s Freelance Accounting LLC is considered a “middle person” who is only helping the client to file their taxes, or any other personal or business forms, as if they were filing or preparing their forms on their own.
All Tax Returns prepared by Sandra’s Freelance Accounting LLC will NOT be submitted without the full approval from the client (Tax Filer). Software filing fees are the responsibility of the client.
Sandra’s Freelance Accounting LLC cannot represent or speak on your behalf, nor certify any financial documentation as Sandra’s Freelance Accounting LLC is not a CPA, but an accountant with a BA degree. In case the client receives a correspondence related to their taxes/forms filed, Sandra’s Freelance Accounting LLC commitment is to assist and guide the client all the way to the point of entry but unfortunately, we cannot walk in with you. Client is responsible for contacting tax agencies/offices.
Sandra’s Freelance Accounting LLC commitment is to process the client’s taxes to the best of her ability to get the best results for the client (Tax Filer), without violating any laws, keeping ethics intact by abiding by the general accounting principles.
Sandra’s Freelance Accounting LLC will not assume any responsibility for any tax penalties and/or interest resulting from the incomplete or incorrect information provided.
Virtual Filing Services Policy
Same policy as Tax Filing Services applies.
48-72 Hours Policy
All documentations must be uploaded through our website www.smfreelance.com by the “Secure Document Upload” link. Documents need to be in PDF file or JPEG format. In addition, both forms; the “Tax Season Questionnaire Form” and the “Tax Service Waiver Form” must be completed and submitted 48-72 hours prior to the appointment date.
Sandra’s Freelance Accounting LLC will contact client if no forms are uploaded by the 48-hour window. We will guide the client on how to upload and/or fill what is needed to make the filing process smooth and efficient on the day of their appointment.
Payment for Services Policy
Client will pay Sandra’s Freelance Accounting LLC for the tax filing and/or preparing personal or business forms services on the day of the appointment. This applies both in-person or virtual.
Forms of payments accepted by Sandra’s Freelance Accounting LLC: ApplePay, CashApp, Cash, Checks (only for those who do not have any other form of payment – elderly community), Venmo or Zelle. Credit cards a 4% surcharge fee is charged.
If client is unable to pay Sandra’s Freelance Accounting LLC on the date of the appointment, the appointment needs to be rescheduled to a date that will secure its payment. A reschedule fee of $25 applies if it’s rescheduled less than 24 hours’ notice. There is no charge to reschedule if client notifies Sandra’s Freelance Accounting LLC with more than 24 hours' notice.
On the day of the appointment and once taxes or forms are filed or prepared, if the client informs Sandra’s Freelance Accounting LLC that they are unable to pay for the services provided, and ask for a payment plan and/or offer another payment date, instead of communicating ahead of time of the situation to allow Sandra’s Freelance Accounting LLC to agree or disagree, an additional $25 charge will take place, due to miscommunication on client’s behalf.
Privacy Policy Commitment
All confidential information that is communicated to Sandra’s Freelance Accounting LLC and associates by the client in connection with performing the above-mentioned accounting services, shall be held by Sandra’s Freelance Accounting LLC and associates in full trust for the client’s benefit.
Sandra’s Freelance Accounting LLC and associates will not disclose any of the client’s information to third parties, unless authorized by the client to share.
Changes To This Privacy Policy
This Privacy Policy is effective as of October 1, 2026 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page.
We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy.
If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website.
Information Collection And Use
While using our Site, we may ask you to provide us with certain personal identifiable information that can be used to contact or identify you. Personally identifiable information may include but is not limited to your name, address and phone number.
Log Data
Like many site operators, we collect information that your browser sends whenever you visit our site.
This Log Data may include information such as your computer's Internet Protocol ("IP") address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics.
In addition, we may use third party services such as WIX Analytics that collect, monitor and analyze this information to help us understand website traffic and improve our Site.
Communications
We may use your Personal Information to contact you via email with newsletters, marketing or promotional materials and other information that may be of relevance.
Cookies
Cookies are files with small amount of data, which may include an anonymous unique identifier.
Cookies are sent to your browser from a web site and stored on your computer's hard drive.
Like many sites, we use "cookies" to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.
Security
The security of your Personal Information is important to us but remember that no method of
transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.
Contact Us
If you have any questions about our policies, please contact us.