About Our Firm
Having worked with a number of CPA and financial services firms over the years, the founder of Ricardo Financial Services decided there was a better way to run a financial firm, both from the outside (client perspective) and inside (employee perspective). Our firm is the continual unfolding of that vision; to create a firm that offers a wide array of helpful, accounting, tax services, among others, all under one roof, while encouraging employees to focus on work/life balance and personal growth.
We understand that unanticipated events happen occasionally in everyone’s life. 24 hour advance notice by phone (201-706-3493) is required when cancelling or altering an appointment. Late cancellations, alterations and missed appointments are subject to a missed appointment charge. This amount must be paid prior to your next scheduled appointment.
If you arrive late, your session may be shortened in order to accommodate others whose appointments and work follow yours. Regardless of the length of the actual appointment, billing will be calculated based on the full scheduled appointment time.