SMS Terms of Service

Effective Date: October 28, 2026

These SMS Terms of Service apply to text message communications from Major, Morrison & David, CPAs, a Louisiana public accounting firm.

1. Purpose of SMS Communications

SMS messages are used solely for client service and administrative purposes, including appointment reminders, tax filing and compliance deadline notifications, requests for information, and engagement-related communications.

2. Consent to Receive Messages

You may opt in to service and administrative SMS messages from Major, Morrison & David, CPAs through the Firm’s documented consent process. Merely giving us a phone number does not by itself establish an SMS opt-in. Consent to SMS is not a condition of purchasing professional services. The Firm retains appropriate records of consent.

3. Message Frequency

Message frequency varies depending on the nature of the client engagement and communication needs.

4. Message and Data Rates

Standard message and data rates may apply according to your mobile carrier’s terms and your service plan.

5. Opt-Out and Help

• Opt-Out: Reply STOP to a Firm text to stop further program messages. You may also tell us by calling 225-638-4531 or emailing jsd@mmdcpa.com. We process revocation promptly under applicable requirements and may send a single nonpromotional confirmation where permitted. To resume texts, contact us and provide a new opt-in. Opting out does not terminate your engagement or extend deadlines.
• Help: For assistance, reply HELP or contact us at 225-638-4531.

6. No Marketing or Third-Party Use

The Firm uses this SMS program for client service and administration, not marketing. We do not sell or share mobile numbers or SMS opt-in data or consent with third parties or affiliates for their marketing or promotional purposes. Delivery and support providers may process information on our behalf subject to appropriate restrictions. See the Firm’s Privacy Policy, available at https://mmdcpa.com/privacy-policy/ or by contacting us.

7. Service Availability and Liability

SMS delivery may be delayed, interrupted, or unsuccessful because of carrier or technical issues. Carriers are not liable for delayed or undelivered messages. Contact the Firm directly for urgent matters or questions about deadlines. Do not use SMS for emergencies, binding filing instructions, or transmission of Social Security numbers, banking information, tax returns, payroll files, or other sensitive documents; use the approved secure portal.

8. Governing Law

These SMS Terms of Service are governed by the laws of the State of Louisiana, without regard to conflict-of-law principles.

9. Changes to SMS Terms

We may update these terms and will make the current version available with its effective date. Material changes in the purpose or scope of messaging will be communicated and new consent obtained when required. Continued participation is not treated as consent to marketing or another materially different messaging program.

10. Contact Information

Questions regarding these SMS Terms of Service may be directed to:

Major, Morrison & David, CPAs
Attn: John Disotell
423 Major Parkway
New Roads, LA 70760
jsd@mmdcpa.com
225-638-4531