Terms and Condition
SMS Consent Communication
The phone number obtained as part
of the SMS consent process will not be shared with third parties for
marketing purposes.
Types of SMS Communications: If you have consented to receive text
messages from Tax Planning and Defense, you may receive messages
related to the following:
Appointment reminders
Important tax updates
Service notifications and deadlines
Document requests and submission confirmations
Payment reminders and billing updates
Security alerts and account activity notices
Example:
“Hello, this is a friendly reminder of your upcoming appointment
with Atty. Jennie V. Smith-Howard at [Location] on [Date] at
[Time]. You can reply STOP to opt out of SMS messaging from
Tax Planning and Defense at any time.”
Message Frequency
Message frequency may vary depending on the
type of communication, and you may receive up to 2 SMS messages
per week related to appointment reminders, important tax updates,
service notifications and deadlines, document requests and submission
confirmations, payment reminders and billing updates, and security
alerts and account activity notices.
Opt-In Method
You may opt in to receive SMS messages from Tax
Planning and Defense by submitting an online form. Contact Page
(https://taxplanninganddefense.com/contact-us/).
Opt-Out Method
You can opt out of receiving SMS messages at any
time. To do so, simply reply “STOP” to any SMS message you receive.
Alternatively, you can contact us directly to request removal from our
messaging list.
Help: If you are experiencing any issues, you can reply with the
keyword HELP. Or, you can get help directly from us at
Home Page
(https://taxplanninganddefense.com/).
Additional Options: If you do not wish to receive SMS messages, you
can choose not to check the SMS consent box on our forms.
Standard Messaging Disclosures:
Message and data rates may apply.
Terms
You can opt-out at any time by texting “STOP.”
For assistance, text “HELP” or visit our
Privacy Policy
(https://taxplanninganddefense.com/privacy-policy/) and
and Conditions
(https://taxplanninganddefense.com/sms
communication/) pages.
Message frequency may vary
By accessing or using services provided by Tax Planning and Defense
(“we,” “our,” or “us”), including our website, communications, and
messaging
SMS
(https://taxplanninganddefense.com/privacy-policy/), you
agree to be bound by these
Terms & Conditions
(https://taxplanninganddefense.com/terms-conditions/). Please read
them carefully.
Use of Services
You agree to use our services only for lawful purposes. Any
unauthorized use, including but not limited to misrepresentation,
abuse, or fraud, is strictly prohibited and may result in termination of
service or legal action.
Intellectual Property
All content on our website—including text, graphics, logos, forms, and
software—is the property of Tax Planning and Defense or its licensors
and is protected by copyright and intellectual property laws. You may
not reproduce, distribute, or exploit this content without prior written
consent.
No Guarantee of Coverage
Submitting a request, consultation form, or contacting us does not
guarantee a specific legal or tax outcome. Results depend on each
client’s unique situation and are subject to applicable laws, regulations,
and review by relevant authorities.
Limitation of Liability
Tax Planning and Defense is not liable for any indirect, incidental, or
consequential damages resulting from your use or inability to use our
services, documents, or communications—including
SMS messages.
(https://taxplanninganddefense.com/privacy-policy/)
Modifications to These Terms
We may update these Terms & Conditions at any time. Updated
versions will be posted on our website with the effective date.
Continued use of our services constitutes your acceptance of the
revised terms.
SMS/Text Messaging Terms &
Consent to Receive SMS Messages
By providing your phone number and agreeing to these Terms &
Conditions, you consent to receive SMS messages from Tax Planning
and Defense, including:
Appointment confirmations
Legal or tax service updates
Document status notifications
Important deadlines and reminders
Message frequency may vary. You may receive 2 SMS communications
related to appointment reminders, billing inquiries, and consultation
updates. Standard message and data rates may apply.
SMS opt-in
(https://taxplanninganddefense.com/privacy-policy/) and phone
numbers collected for
SMS communication
(https://taxplanninganddefense.com/privacy-policy/) purposes will not
be shared with any third party and affiliates for marketing purposes.
You may opt out at any time by replying “STOP.”
Privacy & Data Protection
We respect your privacy. Your phone number and SMS data are
governed by our
Privacy Policy
(https://taxplanninganddefense.com/privacy-policy/). We do not sell or
share your phone number or personal data with third parties without
your explicit consent, unless required by law