Cancel Privacy Legal Policy
Cancel/Reschedule/Refund Policy
PLEASE READ CAREFULLY
There is a minimum of 24-hour notice for cancellations or rescheduling a confirmed appointment. This allows us time to offer your appointment time to another client.
Cancellations or Reschedule requests made less than 24 hours of your scheduled appointment time will not be eligible for a refund.
If you need to cancel or reschedule your appointment, please contact us at least 24 hours in advance using the links provided in your appointment confirmation and reminder emails. Cancellations made at least 24 hours before the appointment will be refunded the amount paid less third-party vendor refund processing fees.
Appointments must be paid 24 hours before the meeting time. If payment is not received 24 hours before the appointment, the appointment will be cancelled.
You agree to these terms by scheduling an appointment and consent to the Cancel/Reschedule/Refund policy.
Privacy Consent
We will not use your personal data for any purpose other than to answer your questions and process your payment by third-party payment platforms. We will not share your personal data. We will not request any confidential information (SSN, Tax ID, bank account or credit card number, etc.) It is your responsibility to ensure that none of this information is present in any documents you provide. Please ensure documents you provide have this data marked out or removed.
We request consent to publish/post discussion questions in redacted transcripts for educational purposes only. Questions discussed on calls may be used as case study scenarios using details for hypothetical and real-life cases. Discussion questions reproduced in transcripts are redacted omitting information that may contain potential identifying factors.
You consent to refrain from recording or sharing calls in any manner. Transcripts with redacted omitted identifying information will be available to each participant on the video call.
Participants in shared appointment calls should exercise discretion and not reveal personal information during the call. It is hoped that each person will respect the confidentiality and privacy of other participants. However, we cannot control the actions of shared appointment call participants. There is no expectation of confidentiality and privacy for information revealed during these discussions.
You agree to hold Boss Babe CPA Tax Advisor harmless from liability for any personal information revealed during shared appointment calls.
You agree to these terms by scheduling an appointment and consent to the Privacy Consent policy.
Legal Liability Disclaimer
The information provided on the website and Zoom calls (paid or free) is for educational instruction and general informational purposes only. The information does not constitute professional advice. You should not rely on the information on the website as a substitute for professional advice. We make no warranties or representations as to the accuracy, completeness, or suitability of information presented.
All recommendations provided on calls (paid or free) are based on client provided information and understanding of the tax code and policies at the time as it relates to suggestions given for specific questions or concerns discussed.
It is your responsibility to evaluate the accuracy, completeness, and usefulness of all opinions, advice, recommendations, services, or other information provided.
There should be no expectation of guaranteed results or outcomes for paid services since recommendations given are based on estimates, projections, current tax policy, and the accuracy and completeness of client provided information. There is no assertion of guaranteed results and no liability for inaccurate, incomplete, or omitted information by participant. All information presented on the website and all recommendations provided on calls (paid or free) are for educational purposes and are guesstimates – best guess educated estimates based on participant provided information.
Boss Babe CPA Tax Advisor shall not be liable for any damages or losses, direct or indirect, arising from the use of or reliance on the information provided on the website or Zoom calls (paid or free). Any reliance you place on such information is strictly at your own risk.
You agree to these terms by scheduling an appointment and consent to the Legal Liability policy.
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