Last updated: August 12, 2026
1. SMS Consent Communication
The information (Phone Numbers for SMS) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2. Types of SMS Communications
If you have consented to receive text messages from Next Level CPA PLLC, you may receive messages related to the following use cases:
- Answering client inquiries and support questions
- Scheduling and reminders for strategy or tax meetings
- Follow-up messages regarding tax returns and accounting services
- Document request reminders (e.g., uploading files to the TaxDome portal)
Example message:
"[Next Level CPA PLLC] Hi — this is Sargis at Next Level CPA PLLC. We're missing a couple of items to finish your return. Can you upload them to TaxDome when you get a chance? Happy to walk you through it if the portal is giving you trouble. Reply STOP to opt out."
3. Message Frequency
Message frequency may vary depending on the type of communication. You may receive up to 5 SMS messages per week related to your tax returns, appointments, or account status.
Example:
"Message frequency may vary. You may receive up to 5 SMS messages per week regarding your appointments, document updates, or account status."
4. 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.
5. Opt-In Method
You may opt in to receive SMS messages from Next Level CPA PLLC in the following ways:
- By submitting an online form on our website (https://nxtlevelcpa.com) and checking the SMS consent box or submitting your phone number with explicit on-screen opt-in disclosure.
If you do not wish to receive SMS messages, you can choose not to submit your phone number or opt in on our web forms.
6. 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.
7. Help
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://nxtlevelcpa.com/ or call 704-981-1191.
8. 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 (up to 5 messages per week).
9. Carrier Liability
Mobile carriers are not liable for delayed or undelivered messages. Delivery of SMS messages is subject to effective transmission by your mobile carrier and is outside the control of Next Level CPA PLLC. We are not responsible for messages that are delayed, undelivered, or misdirected by your carrier or your device.
10. Age Restriction
You must be at least 18 years of age to consent to receive SMS messages from Next Level CPA PLLC. By opting in, you confirm that you are 18 or older. We do not knowingly collect phone numbers from, or send SMS messages to, individuals under the age of 18. If you believe we have collected a phone number belonging to someone under 18, contact us at info@sargiscpa.com and we will remove it.