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Terms and Conditions for SMS Opt-In and Opt-Out

1. Introduction

By opting into our SMS communication service, you agree to these Terms and Conditions (“Terms”). This service is provided by My CPA Coach to send informational, promotional, and transactional messages to your mobile device. These Terms govern your use of this service.

2. Opt-In Agreement

By opting into our SMS service, you consent to:

  • Receive recurring SMS messages from My CPA Coach at the phone number you provided.
  • Messages may include promotional offers, account updates, and other relevant information.

You confirm that:

  • You are the authorized user of the phone number provided.
  • You have the right to grant permission to receive SMS messages.

3. Message Frequency

The frequency of messages will vary depending on the nature of our communication. Message volume may increase during promotions or special events.

4. Opt-Out Policy

You may opt-out of receiving SMS messages at any time by:

  • Replying to any SMS message with the word “STOP.”
  • Contacting our customer service team at [email protected]

Upon opting out:

  • You will no longer receive SMS messages unless you opt-in again.
  • You may receive a confirmation message confirming your opt-out request.

5. Fees and Charges

  • Message and data rates may apply to SMS communications based on your mobile carrier and plan.
  • Check with your mobile carrier for details about your plan and any applicable fees.

6. Privacy

We value your privacy. By opting into our SMS service, you agree that we may collect and use your phone number to send messages as described in our Terms and Conditions. Your information will not be sold, shared, or used for purposes outside of this service. 

7. Changes to Terms

We reserve the right to update or modify these Terms at any time. Changes will be effective immediately upon posting on our website or other notification. Continued use of our SMS service constitutes acceptance of the revised Terms.

8. Disclaimer

  • SMS delivery is not guaranteed and may be impacted by factors such as network issues or device compatibility.
  • We are not responsible for any delays or failures in SMS delivery.

9. Contact Us

For questions or support regarding our SMS service, please contact us at:

  • Email: [Your Email Address]
  • Phone: [Your Phone Number]

By opting into our SMS service, you acknowledge that you have read, understood, and agree to these Terms and Conditions.

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My CPA Coach connects taxpayers to high-performing CPAs that guarantee results. Our CPAs specialize in high-value tax planning and tax preparation services for small businesses and high-income individuals. 

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CPA Tax Planning Services
CPA Tax Preparation Services
Tax Savers Course

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Important Disclosures:

Tax Planning Guarantee: We will refund up to 100% of our tax planning fee upon all of the following conditions being present: 1) Your plan does not identify at least double the price of the plan in estimated tax savings 2) Your business earns over $100,000 per year in revenue 3) You provided all required information to create your tax plan.

Tax Preparation Guarantee: We will refund up to 100% of our tax preparation service for any interest or penalties related to the accuracy of our filing of your tax return. To be eligible for any refund, the inaccuracy on your tax return must be directly caused by our firm. Direct causes include, but are not limited to, data inserted on the tax return that does not correlate with the information provided by the Client. Inaccuracies from indirect causes are not covered by this guarantee. Indirect causes include, but are not limited to, tax return inaccuracies due to incorrect information provided by the client. This guarantee does not include interest and penalties resulting from late filings.

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