SMS Terms of Service

Effective Date: January 1st, 2018
Website: https://trustpointefinancials.com

By opting into SMS messaging from Trust Pointe Financial Services Inc. (“we,” “our,” or “us”), you agree to receive SMS messages related to your account, appointments, services, and limited promotions. This includes, but is not limited to:

Appointment confirmations and reminders
Document upload requests
Service and billing notifications
Tax deadlines and filing updates
Limited-time offers (only with prior consent)
Account-related alerts

Consent Text (for the checkbox on the contact form):

“By checking this box, I consent to receive conversational, marketing, promotional, and customer care SMS messages from Trust Pointe Financial Services Inc. Reply STOP to opt-out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary. Visit https://trustpointefinancials.com/privacy-policy to see our Privacy Policy and https://trustpointefinancials.com/terms-of-service for our Terms of Service.”

Message Frequency and Costs

Message frequency may vary depending on your activity and service type.
Message and data rates may apply, depending on your mobile carrier plan.
You are solely responsible for any fees charged by your wireless provider.

How to Opt Out or Get Help

To stop receiving SMS messages, reply STOP to any message at any time. You will receive a final confirmation message and will not receive further texts unless you re-opt in.
For assistance, reply HELP or visit our website at: https://trustpointefinancials.com

Your Privacy and Data

SMS consent is not shared with third parties or affiliates for marketing purposes.
Your personal information is handled according to our Privacy Policy.

View our full Privacy Policy at:
🔗 https://trustpointefinancials.com/privacy-policy

View our full Terms of Service at:
🔗 https://trustpointefinancials.com/terms-and-conditions

Questions?
Contact us at:
📧 admin@trustpointefinancials.com
📞Toll-Free +1 888-316-8667 | +1 888-316-PROS for 24/7 Support

Terms and Conditions

General Terms and Conditions

Effective Date: January 1st, 2018
Website: https://trustpointefinancials.com

Welcome to the website of Trust Pointe Financial Services Inc., doing business as Trust Pointe Tax and Financial Advisory (“Trust Pointe,” “we,” “us,” or “our”). By accessing or using our website, services, or communication channels, you agree to comply with and be bound by the following Terms and Conditions. Please read them carefully.

1. Use of Our Website and Services

By using our website, booking consultations, or engaging in services, you agree:

That you are at least 18 years of age
To provide accurate and current information
Not to misuse our services for unlawful purposes
To accept responsibility for any activity under your account or contact details

2. Description of Services

We provide professional financial services, including but not limited to:

Individual and Business Tax Preparation
Tax Planning and Strategic Implementation
Bookkeeping and Financial Reporting
IRS Resolution Services
Multi-State and Real Estate Tax Optimization
Year-Round Advisory Support

Services are delivered virtually unless otherwise agreed upon.

3. Payment Terms

Fees are disclosed prior to service and may be flat-rate or hourly depending on scope
Invoices must be paid promptly via accepted methods (Stripe, CPACharge, ACH, etc.)
Some services may require deposits or retainers.
Services may be paused or terminated for nonpayment.

4. Refund Policy

All fees are non-refundable once services begin. Refunds for cancellations prior to service start may be approved on a case-by-case basis.

5. Client Responsibilities

You are responsible for:

Providing all requested documents in a timely manner
Reviewing tax filings and financial reports before submission
Notifying us of any changes in your financial situation
Ensuring all provided information is truthful and complete

6. Limitation of Liability

We are not responsible for:

Errors or penalties resulting from client-provided inaccuracies or delays
IRS or government processing times or system errors
Losses or damages resulting from use of our services or website

Our maximum liability for any claim shall not exceed the amount paid for the service in question.

7. Intellectual Property

All website content (text, graphics, logos, design) is owned by Trust Pointe Financial Services Inc. and protected by intellectual property laws. You may not copy, reuse, or distribute our content without written permission.

8. Communications and SMS Terms

By providing your contact information, you consent to receive service-related messages via SMS, email, or phone. These include:

Appointment confirmations and reminders
Document upload requests
Tax deadlines and filing alerts
Limited-time offers (only with consent)

Message frequency may vary. Message and data rates may apply. Reply STOP to opt-out. Reply HELP for support.

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

Read our SMS Terms of Service:
📄 https://trustpointefinancials.com/terms-and-conditions
View our Privacy Policy:
📄 https://trustpointefinancials.com/privacy-policy