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.
Potential Fees for SMS Messaging: Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
Opt-In Method: You may opt in to receive SMS messages from Tax Planning and Defense by submitting an online form. Contact Page.
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.
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.
- You can opt-out at any time by texting “STOP.”
- For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions 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 SMS messaging, you agree to be bound by these Terms & Conditions. Please read them carefully.
1. 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.
2. 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.
3. 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.
4. 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.
5. 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 & Conditions
6. 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 and phone numbers collected for SMS communication purposes will not be shared with any third party and affiliates for marketing purposes. You may opt out at any time by replying “STOP.”
7. Privacy & Data Protection
We respect your privacy. Your phone number and SMS data are governed by our 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.