SMS TERMS OF SERVICE - URQUIDEZ & ASSOCIATES, CPAS

1. SMS Consent Communication:

The information phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communications:

If you have consented to receive text messages from Urquidez & Associates CPAs Inc., you may receive messages related to the following:

Appointment reminders
Follow-up messages
Billing inquiries
Customer care
Document requests
Portal invites

Example: “Hello, this is a friendly reminder of your upcoming appointment with Kathleen P. Urquidez, CPA at 444 W. Ocean Blvd. Long Beach, CA 90802 on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from Urquidez & Associates CPAs Inc. at any time.”

3. Message Frequency:

Message frequency may vary depending on the type of communication. For example, you may receive up to 2 SMS messages per week related to your tax return, accounting documentation, billing, or scheduled appointment, etc.

4. Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5. Opt-In Method:

You may opt-in to receive SMS messages from Urquidez & Associates CPAs, Inc. in the following ways

By sending a text message to 562-216-1561
Giving authorization over the phone to a staff member
Emailing a request for SMS messages

6. Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us by calling 562-216-1561 or email info@urquidezcpas.com.

Additional Options:

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8. Standard Messaging Disclosures:

Message and data rates may apply.
You can opt out at any time by texting “STOP.”
For assistance, text “HELP” or visit our https://www.urquidezcpas.com/privacy-policy/ and https://www.urquidezcpas.com/sms-terms-of-service/pages.
Message frequency may vary