Effective date: October 1, 2026
Agreement to these terms
These Terms of Service govern your use of trustpointefinancials.com (the "Site"), our online booking tools, calculators, newsletter, text messaging program, and client portal. The Site is operated by Trust Pointe Tax & Financial Advisory, a division of Trust Pointe Financial Services, Inc. ("we," "us," or "our").
By using the Site, you agree to these Terms and to our Privacy Policy. If you do not agree, please do not use the Site. You must be at least 18 years old to book services or submit information through the Site.
SMS program terms
Program. Trust Pointe Financial Services, Inc. sends text messages to people who opt in through our website forms, online booking calendar, or by texting us first at +1 (866) 316-PROS.
What you will receive. Appointment confirmations and reminders, document requests, account and service updates, and customer care replies. If you separately opt in to marketing messages, you may also receive tax tips, deadline alerts, newsletters, and offers.
Message frequency varies based on your appointments and account activity.
Message and data rates may apply. Check your mobile plan for details.
To opt out, reply STOP to any message. You will receive one confirmation text, and we will send no further messages unless you opt in again. You can also reply END, CANCEL, UNSUBSCRIBE, or QUIT.
For help, reply HELP or contact us at +1 (888) 316-8667 or [email protected] .
Consent to receive text messages is not a condition of purchasing any goods or services.
Carriers are not liable for delayed or undelivered messages.
Supported on major U.S. carriers.
We do not share your mobile number or opt-in consent with third parties for marketing. See the SMS section of our Privacy Policy.
Not tax, legal, or financial advice
Content on the Site, including blog posts, newsletters, videos, social media posts, and calculator results, is general educational information. It is not tax, legal, accounting, or investment advice for your specific situation. Tax laws change often, and the right strategy depends on your full facts.
Using the Site, booking a consultation, or contacting us does not create a client relationship. A client relationship begins only when we both sign a written engagement letter, which sets the scope, fees, and responsibilities for our services. We are not attorneys and do not provide legal advice.
IRS Circular 230 notice. Unless an engagement letter expressly states otherwise, any tax information on the Site is not intended or written to be used, and cannot be used, to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction to another party.
Consultations, payments, and cancellations
Booking. Book through our online calendar, AI booking assistant, or by calling +1 (888) 316-8667
. Please give accurate contact and scheduling information.
Fees. Consultation fees, if any, are shown at booking. Fees for ongoing services are set in your engagement letter.
Payment. Paid consultations are due at booking unless stated otherwise. Payments are handled by third-party processors; we do not store full card numbers.
Rescheduling and cancellations. Please reschedule or cancel at least [24] hours before your appointment. Late cancellations and no-shows may forfeit any consultation fee.
Refunds. [Paid consultation fees are non-refundable once the consultation is held.] Refunds for other services follow your engagement letter.
Your information. You are responsible for the accuracy and completeness of the documents and information you give us.
We may decline any engagement at our discretion.
Tools, client portal, and acceptable use
Calculators. Our tax savings calculator and other tools give estimates based only on what you enter. Results are illustrations, not a guarantee of any tax savings, refund, or outcome.
Client portal. Keep your login private, use multi-factor authentication, and tell us right away if you suspect unauthorized access. Use of the portal is also subject to its provider's terms.
Acceptable use. You agree not to submit false information or impersonate anyone, upload harmful code or access systems without authorization, scrape or resell Site content or tools, or use the Site for unlawful purposes. We may suspend access for anyone who violates these Terms.
Our content and testimonials
All Site content, including text, graphics, logos, videos, guides, and calculator code, belongs to us or our licensors and is protected by copyright and trademark law. You may view and print pages for personal, non-commercial use only.
Testimonials and case studies reflect individual experiences. Every situation is different, and past results do not guarantee future outcomes. Links to other websites are provided for convenience; we are not responsible for their content.
Disclaimers and limits of liability
The Site and its tools are provided "as is" and "as available," without warranties of any kind, including accuracy, completeness, or fitness for a particular purpose.
To the fullest extent allowed by law, we are not liable for indirect, incidental, consequential, or punitive damages arising from your use of the Site, its content, or its tools. Our total liability for any claim related to the Site will not exceed the amount you paid us through the Site in the 12 months before the claim, or $100, whichever is greater. Liability for services performed under an engagement letter is governed by that letter.
You agree to hold us harmless from claims, losses, and costs, including reasonable attorney's fees, arising from your misuse of the Site, your violation of these Terms, or inaccurate information you provide.
Governing law and changes
These Terms are governed by the laws of the State of Texas. Any dispute related to the Site will be resolved in the state or federal courts located in Ellis County, Texas. Before filing any claim, you agree to contact us and try in good faith to resolve it informally for at least 30 days.
If any part of these Terms is found unenforceable, the rest stays in effect. We may update these Terms at any time; the effective date above shows the latest version.
Contact us
Trust Pointe Financial Services, Inc.
101 Austin Boulevard, Ste 800, PMB 1008
Red Oak, TX 75154
Phone: +1 (888) 316-8667
Fax: +1 (214) 736-8690
Email:[email protected]