SMS Messaging Policy

Last Updated: October 16, 2026
 

Global Tax Service LLC is committed to providing clear, professional, and secure communications with our clients and prospective clients.This SMS Messaging Policy explains how we use text messaging, how consent is obtained, and how you can manage your communication preferences.
 

1. SMS Messaging Program

By opting into text messaging from Global Tax Service LLC, you may receive messages relating to:

• Appointment confirmations, reminders, and scheduling updates.

• Tax preparation, accounting, bookkeeping, and advisory service communications.

• Document requests and outstanding information reminders.

• Client onboarding and engagement updates.

• Billing notifications and payment reminders.

• Important office announcements and service updates.

• Promotional offers, educational information, and service announcements when you have separately opted into marketing communications.
   

Message content will depend on the services you request and your communication preferences.
 

2. Consent to Receive SMS Messages

By providing your mobile phone number and affirmatively opting into our SMS messaging program, you consent to receive text messages from Global Tax Service LLC relating to the categories of communications you selected.

Consent may be obtained through website forms, appointment scheduling forms, client onboarding documentation, or other approved methods.
 

Consent to receive marketing text messages is not required as a condition of purchasing services.
 

3. Message Frequency

Message frequency varies based on appointments, active services, document requests, account activity, and communication preferences.
 

4. Message and Data Rates

Message and data rates may apply depending on your mobile carrier and wireless service plan.

Global Tax Service LLC is not responsible for charges assessed by your wireless service provider.
 

5. Opt-Out Instructions

You may opt out of receiving SMS communications at any time.

Reply STOP to any text message from Global Tax Service LLC to unsubscribe.

After opting out, you may receive one final confirmation message. No further messages will be sent through the applicable messaging program unless you provide new consent.
 

Opting out of SMS communications does not terminate your professional engagement or relieve you of existing contractual obligations.
 

6. Help and Customer Support

For assistance with SMS messaging:

Reply HELP to any text message from Global Tax Service LLC.

You may also contact us directly:

Office: 317-744-0183
Toll-Free: 877-819-7776
Email: info@globaltaxservice4u.com
 

7. Privacy and Protection of Mobile Information

Global Tax Service LLC respects your privacy and is committed to protecting your personal information.

We do not sell, rent, or share mobile phone numbers or SMS opt-in consent information with third parties or affiliates for their independent marketing or promotional purposes.
 

Mobile information may be shared with authorized service providers solely as necessary to deliver SMS communications and administer our messaging program, subject to appropriate confidentiality and data protection requirements.

Text messaging originator opt-in data and consent will not be shared with third parties for their own marketing purposes.

For additional information regarding the collection, use, and protection of personal information, please review our Privacy Policy.
 

8. Confidentiality and Sensitive Information

Text messaging is not considered a secure method for transmitting confidential tax or financial information.

Global Tax Service LLC discourages clients from sending Social Security numbers, complete tax returns, banking credentials, financial statements, or other sensitive documents through SMS.
 

Confidential documents should be transmitted through the firm's approved secure client portal.
 

9. Message Delivery and Carrier Disclaimer

SMS message delivery is subject to mobile carrier availability and network conditions.

Wireless carriers are not liable for delayed or undelivered messages.

Global Tax Service LLC cannot guarantee that text messages will be delivered without interruption or delay.

Clients should not rely solely on SMS messages for urgent tax deadlines, IRS correspondence, or other time-sensitive compliance matters.
 

10. Changes to This Policy

Global Tax Service LLC reserves the right to update this SMS Messaging Policy to reflect changes in our services, communication practices, or applicable legal requirements.

Updated policies will be published on our website.
 

11. Contact Information

For questions regarding this SMS Messaging Policy, please contact:

Global Tax Service LLC

Website: www.globaltaxservice4u.com
Email: info@globaltaxservice4u.com
Office: 317-744-0183
Toll-Free: 877-819-7776