When messaging may be used
If SMS is enabled, it may be used for appointment reminders, scheduling coordination, service updates, secure workflow prompts, and other communications reasonably related to the service relationship or the opt-in you requested.
Marketing or promotional messaging should be sent only when the required consent standard has been met for the specific use case.
Consent and opt-in
You will receive text messages only if you choose to opt in through an approved process, such as a booking flow, intake workflow, or another express consent path used by the firm.
Your consent to receive SMS is not a condition of purchasing any tax or advisory service.
Frequency, fees, and opting out
Message frequency will vary based on your relationship with the firm and the workflow you requested. Message and data rates may apply according to your mobile carrier plan.
If SMS messaging is active, you may reply STOP to opt out and HELP to request assistance unless a different instruction is clearly disclosed in the applicable workflow.
Privacy and sharing
Phone numbers and SMS consent information are used to provide the messaging service you requested and to support firm operations.
Mobile opt-in data is not disclosed to unaffiliated third parties for their own marketing purposes.
Scope and updates
This page is a general disclosure for website visitors. If a specific messaging vendor, booking flow, or campaign is later activated, additional disclosures may appear at the point of consent.
The disclosure may be updated if messaging practices or vendor workflows change.