Scheduling Policy

Maximum lead time for an appointment is 4 days. We prefer to book 24-48 hours in advance.
Cancellation requires a 12 hour notice.
Rescheduling through the software is not permitted.

PLEASE NOTE: If you no show or cancel an appointment without 12 hours notice, we will require a refundable deposit of $25 to schedule any future appointments.

Most of these policies are built into our scheduling software.
Special appointment requests may be sent to daniel@realestatetaxplanning.com

We will accommodate you the best we can.

These policy updates are intended to ensure we are able to help as many people as possible.

Scheduling Policy

Most of these policies are built into our scheduling software.Special appointment requests may be sent to daniel@realestatetaxplanning.comWe will accommodate you the best we can.These policy updates are intended to ensure we are able to help as many people as possible.

Most of these policies are built into our scheduling software.
Special appointment requests may be sent to daniel@realestatetaxplanning.com

We will accommodate you the best we can.

These policy updates are intended to ensure we are able to help as many people as possible.