SMS / TEXT MESSAGE CONSENT POLICY

De Leon Tax Services LLC

Last Updated: December 8, 2025

Overview

De Leon Tax Services, LLC (“we,” “us,” or “our”) uses SMS (text) messaging to provide clients with timely and essential communications, including appointment reminders, account notifications, security verifications, and customer support messages. Participation in SMS messaging is voluntary and requires your explicit consent, as described in this policy.

How We Collect Consent

1. Text (Reply) Opt-In

After you provide your mobile number, we may send a one-time message asking you to confirm enrollment.

Example:
“Reply YES to receive appointment reminders, service updates, and alerts from De Leon Tax Services.”

By replying YES, you give consent to receive SMS messages. We record the date, time, phone number, and method of consent.

2. Written Opt-In (Forms / Client Portal)

When completing intake forms or scheduling online, you may be asked to check a box agreeing to receive SMS communications.

Example language:
“I consent to receive SMS text messages from De Leon Tax Services regarding appointments, account updates, and service notifications.”

Your submission is stored with a timestamp and source.

3. Verbal Opt-In (Phone or In-Person)

When scheduling by phone or in person, staff may ask:

“Would you like to receive text reminders and updates from De Leon Tax Services at this number?”

If you agree, staff document your consent with date, time, and initials.

Recordkeeping: We maintain consent and opt-out records to comply with legal and carrier requirements.

Message Categories & Frequency

Account Notifications

Appointment confirmations and reminders, schedule changes, document requests, payment or balance updates, and refund notices.

Security

Two-step verification codes and account-security alerts.

Customer Care

Responses to your inquiries, follow-up messages, and general support.

Marketing (Optional)

Service announcements or promotional messages.
Marketing messages are only sent if you specifically opt in.
Frequency is low and may vary seasonally.

How to Opt Out

You may stop receiving SMS messages at any time by replying STOP to any message. You will receive one confirmation message, and no further texts will be sent unless you re-enroll.

You may also opt out by:
• Emailing support@deleontax.com
• Calling (916) 235-3339

Please include your full name and the mobile number to be unsubscribed.

Help & Support

For assistance, reply HELP to any message, email support@deleontax.com, or call (916) 235-3339.

Fees & Delivery

Message and data rates may apply.
Messages may be sent via automated dialing technology.
Delivery depends on your mobile carrier; we are not responsible for delayed or undelivered messages.

Data We Collect Through SMS

To provide and maintain SMS services, we may collect:
• Your mobile phone number
• Message content
• Timestamps and delivery status
• Consent and opt-out events

This data is used for service delivery, troubleshooting, and compliance with legal and carrier requirements.

Privacy & Sharing

SMS-related data is handled in accordance with our Privacy Policy.
We may share limited information with third-party providers that support message delivery.
We do not sell SMS data.
Information may be disclosed if required by law.

Eligibility & Responsibilities

By opting in, you confirm that you are the subscriber or customary user of the mobile number you provide and that you have authority to grant consent.
Please notify us if your number is changed, reassigned, or deactivated.

Carrier Disclosures

Mobile carriers are not liable for delayed or undelivered messages.
Supported carriers may change without notice.

Changes to This Policy

We may update this policy periodically. The “Last Updated” date reflects the most recent revision.
Material changes will be posted on our website and become effective upon publication.

Contact Us

De Leon Tax Services, LLC
Email: support@deleontax.com
Phone: (916) 235-3339
Website: https://www.deleontax.com/