SMS Terms & Conditions

These SMS Terms & Conditions govern the text (SMS/MMS) messaging program operated by TruistTaxServicesGroup Inc. ("we," "us," or "our"), doing business as Truist Tax Services. By providing your mobile number and opting in, you agree to these terms. This program is offered in addition to, and incorporates, our Terms of Service and Privacy Policy.

1. Program Description

Our messaging program sends account and service-related texts — such as appointment reminders, document requests, and filing status updates — as well as occasional marketing and promotional messages, to individuals who have opted in.

2. Consent to Receive Messages

By providing your mobile number and opting in (through a form on our website, in person, or by texting us), you give your express written consent to receive recurring automated text messages at that number, including messages sent using an automated system. Consent to receive text messages is not a condition of purchasing any service. Message frequency varies based on your activity with us.

3. Message & Data Rates

Message and data rates may apply, depending on your mobile plan and carrier. We do not charge for the messages themselves, but your carrier's standard rates will apply. Contact your carrier for details about your plan.

4. How to Opt Out

You can cancel at any time. To stop receiving messages:

• Reply STOP to any message you receive from us, or text STOP to (877) 644-0863
• You will receive a one-time confirmation, after which no further messages will be sent

If you opt out, you may still receive non-messaging communications (such as email or phone) related to your account, and you can opt back in at any time by texting START.

5. How to Get Help

Reply HELP to any message, text HELP to (877) 644-0863, or contact us directly at (877) 644-0863 or team@truisttaxservices.com.

6. Supported Carriers

Our program is compatible with major U.S. wireless carriers. Carriers are not liable for delayed or undelivered messages. Message delivery is subject to effective transmission by your carrier and is not guaranteed.

7. Privacy & Mobile Data

Your mobile number and messaging preferences are handled in accordance with our Privacy Policy. We do not sell or share your mobile information or SMS consent with third parties for their own marketing purposes.

8. Changes to These Terms

We may update these SMS Terms from time to time. Changes are effective when posted, as reflected by the "Last updated" date above. Your continued participation in the program constitutes acceptance of the revised terms.

9. Contact Us

Questions about our messaging program? Reach us at: