SMS Terms & Conditions

If you opt in, we send service-related SMS messages only. These may include appointment reminders, document requests, status updates, questions about your file, check-ins, billing and administrative notices, and filing-deadline or organizer follow-up.

We do not send marketing, advertising, or promotional texts. Consent to receive texts is not required as a condition of receiving our tax, accounting, or other professional services.

Message frequency varies depending on your engagement and the time of year.

Message and data rates may apply. Check your wireless plan.

Wireless carriers are not liable for delayed or undelivered messages. Supported carriers may change. Message delivery is not guaranteed.

• STOP — Reply STOP to cancel. You will receive a confirmation, and we will stop sending texts to that number.
• START — Reply START to opt back in after you have opted out.
• HELP — Reply HELP for help. You may also email info@gazisassociates.com or call (860) 763-3478.

Do not send Social Security numbers, bank details, or tax returns by text. Use the client portal at gazisdaleo.clientportal.com, encrypted email, phone, or visit the office.

We do not sell, share, rent, or trade mobile phone numbers or other mobile information to third parties for their marketing. Numbers are used only to deliver the service texts described here and to operate the firm.

For what we collect, how we use it, vendors (including MessageDesk), and AICPA confidentiality, see our Privacy Policy. Privacy questions: info@gazisassociates.com.

We may update these terms. The “Last updated” date at the top of this page will change. Continued use of the SMS program after an update means you accept the revised terms, unless you have opted out.