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SMS Terms

Effective and last updated October 29, 2026

1. Program description

Sender: Secure Tax Experts, LLC

Secure Tax Experts runs two text message programs. Each has its own optional consent, and you can join one, both or neither.

Client Updates (case-related messages) are sent to people who have requested a consultation or who are clients. They relate to your request and your tax case, including:

  • Confirmation that we received your consultation request or message
  • Appointment scheduling and reminders
  • Requests for documents or information we need for your case
  • Updates on the status of your case and upcoming IRS or state deadlines
  • Reminders about payments under your service agreement

Marketing Messages are sent only to people who check the separate marketing consent box. They may include:

  • Tax filing and payment deadline reminders
  • News about our tax consulting, representation and preparation services
  • Promotional offers, such as discounted or free services

We will never ask you to send your Social Security number, bank account numbers or passwords by text message.

2. How you opt in

Our consultation form at securetaxexperts.com and our contact form at securetaxexperts.com/contact.html each have two separate, optional consent boxes, one for Client Updates and one for Marketing Messages. Neither box is pre-checked, and you do not have to agree to either to submit a form or to hire us. Consent is not a condition of purchase.

You can also agree to Client Updates verbally with a Secure Tax Experts representative or in a signed client agreement. We send Marketing Messages only to people who opt in through the marketing consent box or give equivalent signed written consent. Agreeing to Client Updates does not sign you up for Marketing Messages.

After you opt in, you will receive a confirmation message like one of these:

Secure Tax Experts: Thanks for opting in to client updates. Message frequency varies, typically up to 10 messages per month while your case is active. Msg & data rates may apply. Reply HELP for help, STOP to cancel.

Secure Tax Experts: Thanks for opting in to marketing texts about deadlines, services and offers. Up to 4 msgs/month. Msg & data rates may apply. Reply HELP for help, STOP to cancel.

3. Marketing messages

Marketing Messages may be sent using automated technology. We send them only between 8:00 a.m. and 9:00 p.m. in your local time zone, or within any narrower hours your state requires. A marketing message looks like this:

Secure Tax Experts: The IRS extension deadline is Oct 15. Questions about a notice or a return? Book a free review: securetaxexperts.com. Reply STOP to opt out.

Your consent to Marketing Messages lasts until you revoke it. You can revoke it at any time and in any reasonable way, including by replying STOP or by calling or emailing us.

4. Message frequency and cost

Client Updates: frequency varies, typically up to 10 messages per month while your case is active.
Marketing Messages: frequency varies, up to 4 messages per month.

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

5. How to opt out

Reply STOP to any message at any time. You can also reply END, CANCEL, UNSUBSCRIBE, QUIT or STOPALL. Replying STOP ends all text messages from us, both Client Updates and Marketing Messages. You will receive one final message confirming that you have been unsubscribed, and you will receive no further texts unless you opt in again:

Secure Tax Experts: You have been unsubscribed and will receive no further messages. Reply START to resubscribe.

To stop only Marketing Messages and keep receiving Client Updates about your case, call (949) 464-7319 or email support@securetaxexperts.com and we will update your preferences. You can also opt out of either program this way.

6. How to get help

Reply HELP to any message for assistance:

Secure Tax Experts: For help call (949) 464-7319 or email support@securetaxexperts.com. Msg & data rates may apply. Reply STOP to cancel.

7. Supported carriers

Messages are available on major U.S. carriers. Carriers are not liable for delayed or undelivered messages.

8. Privacy

We use your mobile number to send only the program or programs you joined. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. See our Privacy Policy for details.

9. Contact us

Secure Tax Experts, LLC
760 N Euclid St Suite 202
Anaheim, CA 92801
Phone: (949) 464-7319
Email: support@securetaxexperts.com
Hours: Mon–Fri, 8am–5pm PT