Heritage Advisory & Tax LLC

By providing your mobile phone number and opting in, you consent to receive text messages from Heritage Advisory & Tax LLC related to client services, including but not limited to appointment reminders, deadlines, document requests, account notifications, and other transactional or informational communications.

Message Frequency

Message frequency varies based on your engagement with our firm and the services you receive.

Opt-Out Instructions

You may opt out of receiving text messages at any time by replying STOP to any message.
After opting out, you will no longer receive SMS communications from us unless you opt in again.

Help Instructions

For assistance, reply HELP to any message or contact us directly at:
📧 hello@heritageadvisory.tax
📞 207-910-5501

Message & Data Rates

Message and data rates may apply depending on your mobile carrier and plan.

Consent

Consent to receive SMS messages is not a condition of purchasing services or engaging Heritage Advisory & Tax LLC.

Privacy

We respect your privacy. Your phone number will only be used for communications related to your relationship with Heritage Advisory & Tax LLC and will not be sold or shared with third parties for marketing purposes.

For more information about how we protect your data, please review our Privacy Policy.