SMS Terms and Conditions | Simonsgroup Tax Advisory

SMS Terms and Conditions

1 Program Description

Simonsgroup Tax Advisory ("Simonsgroup," "we," "us") sends text messages to individuals who contact our office and request information by text. Messages are transactional and informational: a link to our intake form, a link to our secure client portal, appointment-related information, or replies to your inquiries.

We do not send marketing or promotional text campaigns through this program.

2 Consent

You consent to receive a text from us when you:

  • Verbally request one during a call with our office
  • Submit an inquiry that asks for a text response
  • Text us first

Consent is not a condition of purchasing any service.

3 Message Frequency

Message frequency varies and is typically one message per inquiry or call. We do not send recurring scheduled messages.

4 Fees

Message and data rates may apply according to your mobile carrier plan. Simonsgroup does not charge for text messages.

5 Opt Out

Reply STOP at any time to stop receiving messages from us. You will receive a single confirmation of your opt-out, and no further messages will be sent.

To rejoin, reply START or contact our office.

6 Help

Reply HELP for assistance, email tim@simonsgroup.net, or visit https://simonsgroup.net.

7 Carriers

Mobile carriers are not liable for delayed or undelivered messages.

8 Privacy

Our handling of your information is described in our Privacy Policy at https://simonsgroup.net/privacy.

🔐 No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

9 Changes

We may update these terms; the current version will always be posted at this page.


📱 SMS Quick Reference

Opt-Out STOP
Opt-In START
Help HELP
Type Transactional
Frequency 1 per inquiry
Fee Free (carrier rates apply)

Ready for financial clarity?

Book your complimentary 15-minute strategy call today.

Book a Call →

Simonsgroup Tax Advisory

Financial decisions should feel clear, not complicated. We help you move beyond filing into confident financial decisions.

Quick Links

Contact