SMS Terms and Conditions

1. Introduction

By opting in to receive SMS messages from Balance Sheet Insights, LLC DBA Ron Ortiz, The Tax CPA, you agree to these SMS Terms and Conditions. These messages may include legal service updates, appointment confirmations, billing notifications, and customer support communications.

2. Types of Messages You May Receive

Depending on your preferences and interactions, you may receive text messages related to:

1. Appointment reminders and scheduling
2. Legal service updates
3. Billing and payment notifications
4. Customer support follow-ups
5. Special promotions and offers (only if you have explicitly opted in)

For example:

“Hello! Thank you for contacting Balance Sheet Insights, LLC DBA Ron Ortiz, The Tax CPA. How can we assist you? Reply STOP to opt out at any time. Message and data rates may apply. For help, text HELP or visit our Privacy Policy and Terms of Service.”

3. Message Frequency

Message frequency may vary based on your engagement with us. While some users may receive only occasional texts, others may receive more frequent messages depending on appointments and case activity.

4. Message and Data Rates

Standard message and data rates may apply. Please check with your mobile carrier for details.

5. Opt-In Process

You may opt in to receive SMS messages by:

1. Checking the consent box on website forms
2. Providing verbal or written consent through communication with our office

SMS consent is not shared with third parties or affiliates for marketing purposes.

6. Opt-Out Instructions

You may opt out of SMS messages at any time by replying STOP to any message. After opting out, you will no longer receive SMS communications from us. To opt back in, reply START at any time.

7. Help Instructions

If you need assistance with our SMS service, reply with HELP or contact us directly:

702-505-8900

ron@ronortizcpa.com

8. Additional Information

1. Message frequency may vary.
2. Message and data rates may apply.
3. For more information, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.

9. Contact Us

If you have any questions regarding these SMS Terms and Conditions, please contact:

Balance Sheet Insights, LLC DBA Ron Ortiz, The Tax CPA.

Address: 10845 Griffith Peak Drive, Suite 200, Las Vegas, NV 89135

Email: ron@ronortizcpa.com

Phone:702-505-8900