Text-messaging privacy policy

Mobile numbers are collected via a secure questionnaire sent through the client portal or via the Contact form located here. These are strictly used for providing updates on your projects (i.e. tax returns), asking questions/confirming information needed to complete a project when e-mail isn't sufficient, or sending invoice payment reminders for overdue balances.

To opt-in for text messaging, text START to 870-641-4082, use the Contact form located here, or send a message through the client portal.

Mobile numbers and opt-in data will never be shared, sold, rented, or otherwise given to third parties or affiliated parties for marketing or promotional purposes.

Message and data rates may apply, message frequency may vary.