Personal & Business Tax Consultation

Cancellation Policy

𝐂𝐚𝐧𝐜𝐞𝐥𝐥𝐚𝐭𝐢𝐨𝐧/𝐑𝐞𝐬𝐜𝐡𝐞𝐝𝐮𝐥𝐢𝐧𝐠 𝐏𝐨𝐥𝐢𝐜𝐲: Cancellations or rescheduling requests made at least 48 hours before an appointment are permitted without additional fees. Requests made with less than 48 hours’ notice incur a $35 fee. Missed appointments without notice incur a $50 fee. Applicable fees must be paid before a new appointment can be scheduled. Exceptions may be granted case by case, including verified emergencies or extreme weather. To cancel or reschedule, email sandra@smfreelance.com or kendra@smfreelance.com, or call 443-472-2556. A confirmation email or text will be sent after rescheduling. If Sandra’s Freelance Accounting LLC must cancel or reschedule, clients will be notified as soon as possible and offered priority rescheduling at no additional charge. 𝐓𝐚𝐱 𝐅𝐢𝐥𝐢𝐧𝐠 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐏𝐨𝐥𝐢𝐜𝐲: Personal and business tax returns are filed using online tax software suited to each client’s needs. Client credentials are created by Sandra’s Freelance Accounting LLC to help protect privacy. Returns are submitted as “Self-Prepared.” Signatures may be required if electronic filing is unavailable or paper filing is necessary due to a rejection or closed filing window. Sandra’s Freelance Accounting LLC assists clients with filing their own tax returns and other forms but does not act as a CPA, represent clients before tax agencies, speak on their behalf, or certify financial documents. Clients must approve returns before submission and are responsible for software filing fees, contacting tax agencies, and providing accurate, complete information. Assistance and guidance will be provided regarding correspondence received. Sandra’s Freelance Accounting LLC is not responsible for penalties or interest resulting from incomplete or incorrect information provided by clients. Services are performed to the best of our ability in accordance with applicable laws and ethical accounting principles. 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐓𝐚𝐱 𝐅𝐢𝐥𝐢𝐧𝐠 𝐏𝐨𝐥𝐢𝐜𝐲: Virtual appointments follow the same tax filing policies above. All required documents must be uploaded through the “Secure Document Upload” link at www.smfreelance.com in PDF or JPEG format. The “Tax Season Questionnaire Form” and “Tax Service Waiver Form” must be completed and submitted 48–72 hours before the appointment. If documents or forms are missing within the 48-hour window, clients will be contacted and guided through the submission process.