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Terms & Conditions

Last Updated: February 20, 2025

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Welcome to Morrison Money Management. By using my services, you agree to the following Terms & Conditions. Please read them carefully before booking an appointment.

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1. Services Provided

I offer financial services, including but not limited to:

  • Tax Filing Services (Assisted & Self-Guided)

  • Student Budgeting & Financial Planning

  • Bundled Services for Tax Filing & Financial Planning

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These services are for educational and guidance purposes only and do not constitute formal financial, legal, or investment advice.

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2. Payment & Discounts

  • All services are billed hourly at the agreed-upon rate.

  • A 20% discount applies when booking a bundled service.

  • An additional 20% discount applies when paying with cash.

  • Full payment is due at the time of service unless otherwise agreed.

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I accept cash and e-transfer as payment methods.

 

3. Cancellations & Rescheduling

  • You may reschedule or cancel your appointment with at least 24 hours’ notice.

  • There is no cancellation fee for rescheduling or canceling.

  • No-shows or last-minute cancellations may result in forfeiture of discounts for future bookings.

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4. Refund Policy

  • Due to the nature of my services, all payments are final and non-refundable once the service has been provided.

  • If you believe there was an error in service, please contact me at morrisonmoneymanagement@gmail.com within 7 days to discuss a resolution.

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5. Client Responsibilities
By using my services, you agree to:

  • Provide accurate and complete financial information for tax filing and financial planning.

  • Submit any required documents before your scheduled appointment to ensure a smooth process.

  • Understand that financial decisions are your responsibility, and I do not guarantee specific outcomes.

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6. Liability Disclaimer
I provide general financial guidance and tax assistance, but I am not a certified accountant, tax lawyer, or investment advisor. You are encouraged to consult a licensed financial professional for advanced tax or investment concerns.

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I am also not liable for any penalties, audits, or financial losses resulting from incorrect information provided by the client.

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7. Privacy & Data Protection

  • Any personal and financial information shared with me is kept confidential and used solely for service purposes.

  • I do not share, sell, or distribute client information to third parties without consent.

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For more details, please refer to my Privacy Policy.

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8. Changes to Terms & Conditions
I reserve the right to update these Terms & Conditions at any time. Any changes will be reflected on this page, and continued use of my services constitutes acceptance of the revised terms.

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9. Contact Information
If you have any questions about these terms, please contact me at:

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📩 Email: morrisonmoneymanagement@gmail.com
📞 Phone: 905-933-8876

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By booking an appointment, you confirm that you have read, understood, and agreed to these Terms & Conditions.

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