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Cancellation Policy

At Path Tax and Bookkeeping, we’re committed to providing you with the highest level of service and attention. To help us serve all our clients efficiently, please review and follow our appointment and booking policy below. Booking Appointments: How to Book: Appointments can be scheduled through our website, by phone, or via email. Confirmation: Once booked, you’ll receive an email confirmation with the date, time, and location (virtual or in-person). Appointment Types: We offer consultations, ongoing service check-ins, payroll services, small business services, non-profit/church services, bookkeeping, and income tax services. Please select the appropriate type when booking to ensure the right amount of time is allocated. Cancellations & Rescheduling: Notice Requirement: We kindly ask for at least 24 hours' notice for cancellations or reschedules. Late Cancellations: Appointments canceled with less than 24 hours’ notice may be subject to a cancellation fee of $50, invoiced to your designated contact method. No-Shows: If you miss your appointment without prior notice, a no-show fee invoice of $75 may apply, and future bookings may require a deposit. Late Arrivals: We allow a 10-minute grace period for late arrivals. If you arrive later than 10 minutes, your appointment may need to be rescheduled or shortened to respect the time of other clients. Virtual Appointments: A Zoom link will be sent prior to your meeting. Please ensure you have a stable internet connection and access to any necessary documents. If you experience technical issues, notify us as soon as possible so we can assist or reschedule if needed. Reminders: Automatic email and/or text reminders are sent 24 hours before your appointment. Please review the details and let us know right away if anything needs to be changed. Preparation: For tax or bookkeeping services, please ensure your documents are uploaded or submitted at least 48 hours in advance of your scheduled meeting. If you're unsure what to prepare, feel free to contact us ahead of time – we're happy to guide you. Contact Us: Phone: (832) 416- 0755 Email: info@pathservicesllc.com Website: https://www.pathservicesllc.com/ We appreciate your cooperation and understanding. These policies help us support you and all our clients in a timely and effective way. Thank you for choosing Path Tax and Bookkeeping – we’re honored to be your partner in financial clarity!