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Tally Tax Services Mobile Terms and Conditions

Last updated: September 30, 2026

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Program description

  • Program name: Tally Tax Services Mobile Alerts
  • Message types: appointment confirmations and reminders, filing-season and deadline reminders, and marketing and promotional offers from Tally Tax Services
  • Frequency: recurring; message frequency varies
  • Cost: Message and data rates may apply

By signing up for Tally Tax Services Mobile Alerts, you agree to receive SMS text messages from Tally Tax Services at the mobile number you provide, including marketing and promotional messages. Messages may be sent using automated technology.

1. How to opt in

You can opt in by completing the appointment request form at Tally Tax’s appointments page and checking the SMS consent box. The box is never pre-checked. Consent to receive text messages is not a condition of any purchase or service, and you can request an appointment without checking it.

2. How to opt out

Text STOP to 203-587-4310 at any time. We’ll send one message confirming you’re unsubscribed, and you won’t receive further messages from this program. You may also reply QUIT, END, CANCEL, UNSUBSCRIBE or STOP ALL.

If you opt out and later want to rejoin, submit the form again or text START to 203-587-4310.

3. Help and support

For help, text HELP to 203-587-4310, email support@tallytaxservices.com, or call (866) 571-1742.

4. Privacy and your mobile number

We do not sell, rent or share your mobile phone number or SMS consent with third parties or affiliates for their marketing or promotional purposes.

Text messaging originator opt-in data and consent are not shared with any third parties, except service providers that deliver messages on our behalf, or where required by law. See our Privacy Policy for details.

5. Supported carriers

The program is available on major U.S. carriers, including AT&T, T-Mobile and Verizon Wireless, and many regional carriers. Carriers are not liable for delayed or undelivered messages.

6. Eligibility

You must be at least 18 years old and the account holder or authorized user of the mobile number you provide. If you change or give up your number, text STOP from it first.

7. Delivery and limitation of liability

Message delivery depends on your wireless carrier and network, and isn’t guaranteed. Tally Tax Services is not liable for delayed, failed or undelivered messages. Text messages are not a secure channel: we will never ask you to send Social Security numbers, tax documents, passwords or payment details by text.

8. Dispute resolution

Any dispute, claim or controversy arising out of or relating to these Mobile Terms will be resolved by binding arbitration before a single arbitrator in Sheridan County, Wyoming, applying Wyoming law.

Class action waiver: to the fullest extent permitted by law, any proceeding will be conducted only on an individual basis, and not as a class, consolidated or representative action.

9. Changes

We may update these Mobile Terms from time to time. The date at the top shows when they last changed. Continuing in the program after an update means you accept the revised terms.

Contact information

Tally Tax Services
30 N Gould St, Sheridan, WY 82801
Email: support@tallytaxservices.com
Phone: (866) 571-1742

The quarterly tax brief, plus a free audit-readiness checklist

One email before each estimated-tax deadline. What changed, what’s due, what to do.

Four emails a year. Unsubscribe anytime.
Tally Tax

Tax preparation, planning and IRS representation for business owners, high-income contractors and licensed professionals.

support@tallytaxservices.com(866) 571-1742Mon–Fri, 9am–6pm ET30 N Gould St, Sheridan, WY 82801

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