Last updated: November 24, 2025
First Coast Tax Advisor LLC

At First Coast Tax Advisor LLC (“we,” “our,” or “us”), we value your privacy and are committed to protecting your personal information. This SMS/Text Messaging Privacy Policy explains how we collect, use, and safeguard information when you elect to receive text messages from us.

1. Consent to Receive Text Messages

By providing your mobile number and opting in—whether through our website, form, intake process, or by texting us first—you consent to receive SMS/text messages from First Coast Tax Advisor LLC.
These may include:

• Appointment reminders

• Account or service updates

• Tax deadline alerts

• Marketing or promotional messages (only if you expressly opt in)

• Client intake and onboarding communication

Message frequency may vary. Standard message and data rates may apply.

2. How We Use Your Information

When you opt in to text messaging, we may collect and store:

• Your mobile phone number

• Your name

• Any information you voluntarily send to us via text

This information is used exclusively to communicate with you about your relationship with First Coast Tax Advisor LLC.
We do not sell, rent, or share your mobile number with any third parties for their own marketing purposes.

3. Opt-Out Instructions

You may opt out of SMS/text communications at any time.
To stop receiving text messages, reply:

“STOP” — to end all text communications
“HELP” — for assistance

After you send “STOP,” you will receive a confirmation message. You will not receive additional texts unless you opt in again.

4. Data Security

We implement administrative, technical, and physical safeguards designed to protect the information you provide. While no system is 100% secure, we strive to maintain commercially reasonable security to protect your data against unauthorized access, disclosure, or misuse.

5. Third-Party Providers

We may use third-party service providers (such as RingCentral) to send and manage text messages on our behalf. These providers are contractually obligated to safeguard your information and may only use it to provide messaging services for First Coast Tax Advisor LLC.

We do not authorize third parties to use your information for their own purposes.

6. Eligibility

You must be at least 18 years old and the rightful owner or authorized user of the mobile phone number used to opt in.

7. Privacy Practices

This SMS/Text Messaging Privacy Policy supplements our full Website Privacy Policy. For additional information on how we handle personal data, please refer to our general Privacy Policy (if you’d like, I can draft that next).

8. Contact Us

If you have questions about this SMS Privacy Policy or need support, contact:

First Coast Tax Advisor LLC
Email: victory@firstcoasttaxadvisor.com
Phone: (904) 869-3214
Website: www.firstcoasttaxadvisors.com