Terms & Conditions
Effective Date: September 7, 2026
Welcome to AG FinTax. These Terms & Conditions govern your use of the AG FinTax website, services, and communications. By accessing or using our website or services, you agree to these Terms & Conditions. If you do not agree with these terms, please do not use our website or services.
1. Our Services
AG FinTax provides tax preparation, tax planning, accounting, bookkeeping, financial planning, wealth management, and related financial advisory services to individuals, businesses, investors, and other clients.
Information provided through our website, webinars, email, SMS, or other communications is intended for general informational and educational purposes. It does not constitute individualized tax, legal, investment, or financial advice unless expressly provided as part of an established client engagement.
2. Website Use
You agree to use this website for lawful purposes and in a manner that does not interfere with the operation, security, or availability of the website.
You may not use the website to submit false, misleading, fraudulent, or unauthorized information or to attempt to gain unauthorized access to our systems or information.
3. SMS Communications
If you separately and voluntarily opt in to receive SMS communications from AG FinTax, you agree to receive recurring text messages related to AG FinTax services and communications.
Messages may include:
- Tax services and tax planning
- Financial planning and wealth management
- Webinars and educational events
- Service-related communications
- Promotional and marketing communications
Message frequency varies. Message and data rates may apply.
SMS consent is not required to purchase any goods or services from AG FinTax.
SMS consent is separate from acceptance of these Terms & Conditions and is provided voluntarily through an appropriate opt-in process. Twilio requires web-based messaging consent to be explicit, optional, separate from required terms, and unchecked by default.
4. How to Opt Out of SMS
You may opt out of recurring AG FinTax SMS communications at any time by replying STOP to an AG FinTax text message.
After submitting a STOP request, you will no longer receive recurring SMS messages from the applicable messaging program, except for messages that may be necessary to process or confirm your request.
5. SMS Help and Support
For assistance with AG FinTax SMS communications, reply HELP to an applicable message or contact us using the information below:
AG FinTax
Email: hello@agfintax.com
Phone: (425) 395-4318
Website: https://www.agfintax.com
6. Mobile Information and Privacy
AG FinTax respects your privacy.
AG FinTax does not sell or share mobile phone numbers or SMS opt-in information with third parties or affiliates for their own marketing or promotional purposes.
For information about how AG FinTax collects, uses, and protects personal information, please review our Privacy Policy.
7. SMS Delivery
SMS communications depend on wireless carriers and telecommunications networks. AG FinTax does not guarantee that messages will always be delivered promptly or successfully.
Wireless carriers are not liable for delayed or undelivered messages.
8. Website Content and Information
We make reasonable efforts to provide accurate and current information on our website. However, information may change and may not always be complete, current, or applicable to your individual circumstances.
Website content should not be considered a substitute for professional tax, legal, investment, or financial advice.
9. Intellectual Property
Unless otherwise stated, the content on this website, including text, graphics, logos, images, videos, and other materials, is owned by or licensed to AG FinTax.
You may not reproduce, distribute, modify, publish, or commercially use our content without prior written permission.
10. Third-Party Websites and Services
Our website may contain links to third-party websites, services, or resources. These links are provided for convenience and informational purposes.
AG FinTax does not control or assume responsibility for the content, availability, privacy practices, or terms of third-party websites or services.
11. Changes to These Terms
AG FinTax may update these Terms & Conditions from time to time. Changes will be posted on this page, along with an updated effective date.
Your continued use of our website or services after changes are posted constitutes acceptance of the updated Terms & Conditions.
12. Contact Us
If you have questions about these Terms & Conditions, our services, or our communications, please contact us:
AG FinTax
Email: hello@agfintax.com
Phone: (425) 395-4318
Website: https://www.agfintax.com