Terms of Service

Terms of Service for Bertram Tax Guy

The following Terms of Service ("Terms") govern your use of the services provided by Bertram Tax Guy ("we," "us," or "our") and apply to all clients, visitors, and users of our website and text messaging services.

1. Acceptance of Terms

By accessing and using our website or signing up for any of our services, including our text messaging program, you agree to be bound by these Terms and our Privacy Policy. If you do not agree with any part of these Terms, you may not use our services.

2. Services Provided

Bertram Tax Guy provides professional tax preparation, consulting, and related financial services. All information provided by us is for informational purposes only and does not constitute legal or financial advice unless rendered through a signed engagement agreement.

📱 3. Text Messaging Terms and Conditions (SMS/MMS)

Your agreement to receive text messages from us is governed by these specific terms.

3.1 Program Description

Bertram Tax Guy uses text messaging (SMS/MMS) to provide non-marketing, transactional, and informational alerts to clients who have opted in. Messages include:

Appointment Confirmations and Reminders: Scheduling updates for your tax preparation appointments.

Document Requests: Alerts regarding missing or required tax documents (e.g., W-2s, 1099s).

Service Updates: Notifications on the status of your tax filing or service delivery.

Urgent Communications: Time-sensitive information related to your tax account or filing deadline.

3.2 Opt-In Consent

By providing your mobile phone number on our website form, by texting a keyword, or by providing verbal consent, you agree to receive recurring and occasional text messages from us. You understand that consent is not a condition of purchasing any property, goods, or services.

3.3 Message Frequency and Cost

Message Frequency: Message frequency will vary depending on your filing status, deadlines, and the stage of your tax service.

Message and Data Rates: Message and data rates may apply to any text messages sent to or received from us. These rates are determined by your mobile carrier.

3.4 Opt-Out Instructions

You can cancel the SMS service at any time.

To stop receiving all future text messages, text the keyword STOP, END, CANCEL, UNSUBSCRIBE, or QUIT to 512-734-4626.

You will receive a single confirmation text message to acknowledge that you have been unsubscribed. After this, you will no longer receive text messages from us.

3.5 Support

If you are experiencing issues with the messaging program or need assistance, you can:

Reply HELP to 512-734-4626 for more information.

Call us directly at 512-734-4626.

Email our support at [email protected].

3.6 Carrier Liability

The mobile carriers (including, but not limited to, AT&T, Verizon, T-Mobile, etc.) are not liable for delayed or undelivered messages.

4. Privacy Policy

Your use of our services is also governed by our Privacy Policy, which is incorporated into these Terms by this reference. As stated in our Privacy Policy, we comply with all A2P 10DLC and TCPA guidelines:

Mobile information will not 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.

5. Contact Information

If you have any questions about these Terms of Service or your text messaging enrollment, please contact us:

Website: https://www.bertramtaxguy.com

Phone: 512-734-4626

Email: [email protected]