Yes — below is a detailed Terms & Conditions page for The Tax Experience LLC that includes the missing A2P/SMS sections GHL usually checks.

I used details from the website: The Tax Experience describes itself as a bookkeeping/accounting firm serving entrepreneurs, offering tax prep, tax planning, bookkeeping, CFO services, business financial support, and related service updates. The website also lists the contact email as [email protected] and phone number (585) 510-3771. (The Tax Experience)

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Terms & Conditions

Last Updated: 5 May 2026

Welcome to The Tax Experience LLC. These Terms & Conditions govern your use of our website, services, communications, forms, booking pages, and related online resources. By accessing our website, submitting a form, booking a call, purchasing a service, or communicating with us, you agree to these Terms & Conditions.

If you do not agree with these Terms & Conditions, please do not use our website or services.

1. Business Information

Business Name: The Tax Experience LLC
Website: https://www.leadconnectorhq.com/privacy-policy
Email: [email protected]
Phone: (585) 510-3771

The Tax Experience LLC provides bookkeeping, accounting, tax preparation, tax planning, CFO support, financial advisory, and related business financial services for entrepreneurs, business owners, and individuals.

SMS Terms and Conditions

The Tax Experience LLC SMS Program provides text messages related to appointment confirmations, appointment reminders, rescheduling notices, service updates, account notifications, customer support, tax-related updates, requested information, and promotional or marketing messages.

By opting in to receive SMS messages from The Tax Experience LLC, you agree to receive recurring text messages at the phone number you provided. SMS consent is not a condition of purchase.

Message frequency may vary depending on your appointments, service activity, requests, and communication preferences.

Message and data rates may apply. For questions about your text or data plan, please contact your wireless provider.

To opt out of SMS messages, reply STOP to any message from The Tax Experience LLC. After you reply STOP, you may receive one final confirmation message confirming that you have been unsubscribed. After that, you will no longer receive SMS messages from The Tax Experience LLC unless you opt in again.

For help, reply HELP or contact us at [email protected] or (585) 510-3771.

Mobile carriers are not liable for delayed or undelivered messages.

You must be at least 18 years old to use or opt in to The Tax Experience LLC SMS Program. By opting in, you confirm that you are at least 18 years old.

For more information about how we collect, use, and protect your information, please review our Privacy Policy: https://www.thetaxexperience.com/privacy-policy

2. Services Provided

The Tax Experience LLC may provide services including, but not limited to:

Individual tax preparation

Business tax preparation

Tax planning

Bookkeeping support

CFO services

Profit planning

Payroll-related support

Financial reporting

Business financial strategy

Client portal support

Appointment scheduling and service updates

The availability, scope, pricing, and delivery of services may vary depending on the selected package, client needs, engagement agreement, and applicable professional requirements.

3. No Guarantee of Specific Results

The Tax Experience LLC works to provide accurate, professional, and strategic financial services. However, we do not guarantee specific tax savings, business revenue, financial results, IRS outcomes, or business growth results.

Any examples, testimonials, projected savings, or service descriptions shown on our website or marketing materials are for informational purposes only and do not guarantee the same results for every client.

4. Client Responsibilities

By using our services, you agree to provide accurate, complete, and timely information. This may include financial records, income details, expense documentation, tax documents, business information, identification documents, and any other information needed to perform the requested services.

You are responsible for reviewing documents, filings, reports, recommendations, forms, and communications provided to you. You are also responsible for making final decisions related to your finances, business operations, taxes, and legal obligations.

Delays in providing requested information may delay service delivery, filing, reporting, or completion timelines.

5. Website Use

You agree to use our website and online resources only for lawful purposes. You may not use the website to:

Submit false or misleading information

Interfere with website security or functionality

Attempt unauthorized access to systems or data

Copy, reproduce, or misuse website content without permission

Use our content, forms, or resources for fraudulent or unlawful activity

We reserve the right to restrict or terminate access to our website or services if we believe these Terms have been violated.

6. Appointments, Calls, and Scheduling

When you schedule a call, consultation, discovery call, or appointment with The Tax Experience LLC, you agree to provide accurate contact information.

We may send appointment confirmations, reminders, rescheduling notices, follow-up messages, and service-related communications by email, phone, or SMS depending on the contact information and consent you provide.

If you need to cancel or reschedule an appointment, please do so as early as possible using the scheduling link provided or by contacting us at [email protected].

7. Payments, Fees, and Service Agreements

Some services may require payment, deposit, subscription, package fee, or signed service agreement before work begins.

Service pricing may vary based on the service type, business structure, complexity, client needs, and selected package. Any pricing displayed on the website is subject to change and may not apply to every client situation.

Payment terms, cancellation terms, refund terms, deliverables, and service scope may be further explained in a separate invoice, proposal, engagement letter, service agreement, or client portal document.

8. Client Portal and Third-Party Tools

The Tax Experience LLC may use third-party platforms, client portals, scheduling tools, payment processors, form tools, email tools, SMS tools, and automation systems to provide services and communicate with clients.

By using our website, submitting forms, booking appointments, or becoming a client, you acknowledge that some information may be processed through secure third-party systems used for business operations.

Please review our Privacy Policy for more information about how we collect, use, and protect your information.

9. Email Communications

By submitting your email address through our website, forms, booking pages, or other opt-in methods, you may receive emails from The Tax Experience LLC related to tax updates, service information, appointments, resources, newsletters, promotions, and business updates.

You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in the email.

Transactional or service-related emails may still be sent when necessary to provide services, respond to inquiries, manage appointments, or complete client work.

10. SMS Terms and Conditions

The following SMS Terms apply when you provide your phone number and opt in to receive text messages from The Tax Experience LLC.

10.1 SMS Program Description

The Tax Experience LLC SMS program provides text messages related to:

Appointment confirmations

Appointment reminders

Rescheduling notices

Service updates

Account notifications

Client support messages

Tax-related updates

Booking follow-ups

Requested information

Promotional or marketing messages

By opting in, you agree to receive SMS messages from The Tax Experience LLC at the phone number you provide.

10.2 Consent to Receive SMS Messages

By submitting a form, booking page, website opt-in, or other consent method that includes SMS consent language, you authorize The Tax Experience LLC to send text messages to the phone number provided.

SMS consent is not a condition of purchase. You may choose not to opt in to SMS messages and may still contact us by email or phone.

10.3 Message Frequency

Message frequency may vary depending on your relationship with The Tax Experience LLC, your appointments, your service activity, your requests, and your communication preferences.

10.4 Message and Data Rates

Message and data rates may apply to any SMS messages sent or received. Please contact your mobile carrier for details about your text messaging or data plan.

10.5 Opt-Out Instructions

You may opt out of SMS messages at any time by replying:

STOP

After you reply STOP, you may receive one final confirmation message confirming that you have been unsubscribed. After that, you will no longer receive SMS messages from The Tax Experience LLC unless you opt in again.

10.6 Help Instructions

For help, reply:

HELP

You may also contact us directly at:

Email: [email protected]
Phone: (585) 510-3771

10.7 Carrier Liability Disclaimer

Mobile carriers are not liable for delayed or undelivered messages.

10.8 Supported Carriers

SMS message delivery may depend on your mobile carrier, device, location, and service availability. Delivery is not guaranteed.

10.9 Eligibility

You must be at least 18 years old to participate in our SMS program. By opting in, you confirm that you are at least 18 years old or have permission from a parent or legal guardian.

10.10 Privacy of SMS Consent

Your SMS consent and phone number will not be sold or shared with third parties for their marketing purposes. For more information about how we collect, use, and protect personal information, please review our Privacy Policy.

11. Privacy Policy

Your use of our website and services is also governed by our Privacy Policy.

Please review our Privacy Policy here:

Privacy Policy: [Insert Privacy Policy Link]

The Privacy Policy explains how The Tax Experience LLC collects, uses, stores, and protects personal information.

12. Intellectual Property

All website content, text, branding, graphics, logos, resources, forms, service descriptions, downloads, guides, and materials provided by The Tax Experience LLC are owned by or licensed to The Tax Experience LLC unless otherwise stated.

You may not copy, reproduce, distribute, modify, sell, or use our content for commercial purposes without written permission.

13. Downloadable Resources and Educational Content

The Tax Experience LLC may provide guides, worksheets, downloads, newsletters, webinars, or educational resources. These materials are provided for general informational purposes only.

Educational content does not replace individualized tax, accounting, legal, financial, or business advice. You should consult with a qualified professional regarding your specific circumstances.

14. No Legal or Investment Advice

The Tax Experience LLC provides tax, bookkeeping, accounting, and business financial services. Unless specifically stated in a signed agreement, information provided through our website, communications, downloads, or marketing materials should not be considered legal, investment, or financial planning advice.

You should consult with the appropriate licensed professional for legal, investment, or specialized financial advice.

15. Limitation of Liability

To the fullest extent permitted by law, The Tax Experience LLC is not liable for indirect, incidental, special, consequential, or punitive damages arising from your use of our website, services, communications, or resources.

We are not responsible for losses caused by inaccurate information submitted by clients, delayed client responses, third-party platform issues, carrier delivery delays, website interruptions, or circumstances outside our reasonable control.

16. Third-Party Links

Our website may contain links to third-party websites, platforms, scheduling tools, payment processors, client portals, or resources. These third-party websites are not controlled by The Tax Experience LLC.

We are not responsible for the content, privacy practices, terms, security, or accuracy of third-party websites or services.

17. Changes to These Terms

The Tax Experience LLC may update these Terms & Conditions at any time. Updates will be posted on this page with a revised “Last Updated” date.

Your continued use of the website or services after changes are posted means you accept the updated Terms & Conditions.

18. Contact Information

For questions about these Terms & Conditions, SMS communications, privacy practices, appointments, or services, please contact us:

The Tax Experience LLC

50 Calm Lake Circle
Rochester, New York 14612
United States
Website: https://www.thetaxexperience.com
Email: [email protected]
Phone: +1 585-510-3771