Terms and Conditions

These terms and conditions apply to all electronic mail (“e-mail”) and Short Messaging Service text messages (“SMS”) sent between You and Us. These messages can be recurring or one-time messages.

You authorize Us to communicate with Your Designated Contact(s) via e-mail and SMS text messages (collectively “Messages”) regarding Your profile and/or account from Us. The number, frequency, timing and content of the Messages will vary depending on Your account activity and the Messages You request. Peter Holtz CPA Inc. may modify, discontinue, or suspend alerts at any time without notice. Phone numbers collected with SMS consent, will not be shared with third parties or affiliates for rent/marketing purposes under any circumstances.

By providing Peter Holtz CPA Inc. with Your email address(es) and mobile phone number(s), You are giving Us Your PRIOR EXPRESS CONSENT to contact You at the e-mail address(es) and mobile phone number(s) that You provided for purposes of transmitting the Messages. Message and data rates may apply from Your wireless carrier and/or internet service provider. You may opt out, at any time for SMS and email communications.

Messages may not be delivered, or may be delayed, if Your mobile phone is not in range of a transmission site, or if sufficient network capacity is not available at a particular time. Even within a coverage area, factors beyond the control of Peter Holtz CPA Inc., the wireless carrier or internet service provider may interfere with message delivery, including Your equipment, terrain, and proximity to buildings, foliage and whether. Peter Holtz CPA Inc. makes NO GUARANTEES that Messages will be delivered and Peter Holtz CPA Inc. shall not be liable for any delayed, mis-delivered, or undelivered messages.

YOU AGREE THAT YOUR USE OF AND ACCESS TO THE MESSAGES ARE AT YOUR SOLE RISK. THE MESSAGES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. TO THE FULLEST EXTENT PERMITTED BY LAW, PETER HOLTZ CPA, INC. SPECIFICALLY DISCLAIMS ALL REPRESENTATIONS AND WARRANTIES OF ANY KIND WHETHER EXPRESS OR IMPLIED RELATED TO THE MESSAGES INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, TITLE, MERCHANTABILITY, QUIET ENJOYMENT, QUALITY OF INFORMATION, AND FITNESS FOR A PARTICULAR PURPOSE.

PETER HOLTZ CPA, INC. DOES NOT REPRESENT OR WARRANT THAT THE MESSAGES WILL MEET YOUR REQUIREMENTS, OR THAT YOUR USE OF AND ACCESS TO THE MESSAGES WILL BE UNINTERRUPTED, ERROR-FREE OR INSTANTANEOUS, OR THAT DEFECTS IN THE MESSAGES CAN OR WILL BE CORRECTED. IN NO EVENT SHALL PETER HOLTZ CPA, INC. BE LIABLE TO YOU OR ANY THIRD PARTY FOR LOST PROFITS, REVENUES, OR OTHER FINANCIAL LOSSES OR ANY SPECIAL, INDIRECT, CONSEQUENTIAL OR PUNITIVE LOSS OR DAMAGE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE OR ANY CLAIM BY ANY THIRD PARTY.

PETER HOLTZ CPA, INC. SHALL NOT BE LIABLE IF THE MESSAGES (OR ANY PART THEREOF) CANNOT BE PROVIDED OR FOR ANY FAILURE TO PERFORM ANY OBLIGATIONS CONTAINED IN THIS AGREEMENT DUE TO, DIRECTLY OR INDIRECTLY, THE FAILURE OF ANY EQUIPMENT, TRANSMISSION OR DELIVERY PROBLEMS, OR ANY INDUSTRIAL DISPUTE, WAR, FLOOD, EXPLOSION, ACT OF GOD OR ANY OTHER EVENT BEYOND OUR CONTROL.

Terms of Service for SMS

The Terms of Service related to SMS communication must either be included in the privacy policy or be a stand-alone document. The document must include the following:

SMS Terms & Conditions
SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications:
If you have consented to receive text messages from Peter Holtz CPA, you may receive messages related to the following:

• Appointment reminders

• Follow-up messages

• Billing inquiries

• Promotions or offers (if applicable)
  

Example: "Hello, this is a friendly reminder of your upcoming appointment with Peter Holtz CPA on Monday, January 8th, 2025, at 10:00 AM.
If you have any questions or need to reschedule, please let us know. Reply STOP to opt out of SMS messaging at any time."

Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 25 SMS messages per week related to your appointments/billing, etc.

Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Opt-In Method:
You may opt-in to receive SMS messages from Peter Holtz CPA in the following ways:

• Verbally, during a conversation

• By submitting an online form

• By filling out a paper form
  

Opt-Out Method:
You can opt-out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at sales@peterholtzcpa.com

Additional Options:
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

Standard Messaging Disclosures:

• Message and data rates may apply.

• You can opt out at any time by texting "STOP."

• For assistance, text "HELP" or visit our Privacy Policy and Terms and Conditions pages.

• Message frequency may vary.
  

Reach out to explore how we can help you achieve your goals. We're here to answer your questions and support your journey."

Let’s Work Together

By opting in, you agree to receive text messages from Peter Holtz CPA and accept our Terms & Conditions. Consent is not a condition of purchase. Message frequency varies. Message and data rates may apply. You may reply to stop at any time.

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