Messaging

SMS / Text Message Terms

Ross & Associates Tax Office uses SMS to deliver timely service-related messages such as appointment reminders, document requests, return status updates, and portal notifications. These terms describe how the program works and your choices.

Effective January 1, 2026

01

Program Description

  • Appointment confirmations and reminders.
  • Tax return status and pipeline milestone updates.
  • Document upload requests and missing-information notices.
  • Portal security and account notifications.
  • Occasional service updates (only if you opt in to marketing).
02

Consent

By providing your mobile number on our contact form, intake form, appointment booking, portal profile, or by verbally consenting during an appointment, you agree to receive SMS messages from Ross & Associates Tax Office. Consent is not a condition of purchasing any service.

03

Message Frequency

Message frequency varies based on your engagement and active filing. During tax season, you may receive several messages per week tied to your return; outside of season, frequency is lower.

04

Message & Data Rates

Message and data rates may apply. Charges depend on your wireless carrier and plan. Ross & Associates Tax Office is not responsible for carrier fees.

05

Opt-Out (STOP)

You may opt out of SMS at any time by replying STOP to any message. You will receive a final confirmation, after which no further SMS will be sent. Opting out of SMS does not opt you out of essential email or portal communication required to complete an active return.

06

Help (HELP)

Reply HELP to any message for assistance, or contact us directly at 725.324.7787 or info@rossandassociates-taxoffice.com.

07

Supported Carriers

We support all major U.S. wireless carriers. Carriers are not liable for delayed or undelivered messages.

08

Privacy

Your mobile number is treated as confidential client information. We do not sell or rent mobile numbers. See our Privacy Policy for details.

09

Changes to These Terms

We may update these SMS terms from time to time. Continued participation in the SMS program after an update constitutes acceptance.

Questions about this policy? Contact us at info@rossandassociates-taxoffice.com or call 725.324.7787.