Terms of Service

Effective date: November 3, 2026

These terms apply to the website, online forms, and text messaging program of Clear Path Tax & Financial Strategy Services.

Website Use

Use our website to learn about our services, request information, join our VIP list, or schedule a consultation. Please provide accurate information and use the website lawfully.

Tax Services and Information

Website content provides general information. Advice about your specific tax situation requires a review of your facts and documents.

Submitting a form, joining our VIP list, or booking a consultation does not establish a tax preparation engagement. Services, fees, responsibilities, and deadlines will be addressed in a separate service agreement.

We do not guarantee a particular refund amount, tax outcome, or processing time.

Clear Path Text Messaging Program

When you choose to receive text messages from Clear Path Tax & Financial Strategy Services, we send the types of messages covered by your consent.

Non-marketing messages may include appointment confirmations, reminders, and responses to your inquiries.

If you separately choose marketing messages, you may receive tax season updates, appointment availability, service announcements, and special offers.

Marketing consent is optional and is not required to purchase services. Providing your phone number alone does not authorize marketing texts. Messages may be sent using automated technology.

Message Frequency and Charges

Message frequency varies based on your requests, appointments, and selected subscriptions.

Your wireless provider may charge you for texts and data used to send or receive messages. Contact your provider with questions about your plan.

Stopping Text Messages

Reply STOP to a message from us or text STOP to 770-758-3628 to unsubscribe. You may receive one final text confirming your request. No further program messages will be sent unless you opt in again.

To rejoin, complete our signup process again and select the messages you want to receive.

Help and Support

Reply HELP for assistance with text messages.

You can also contact us at:
Phone: 770-758-3628
Email: [email protected]

Message Delivery

Text delivery depends on your wireless service and network availability. Mobile carriers are not responsible for messages that arrive late or fail to arrive.

Your Phone Number

Only sign up with a phone number you own or are authorized to use. Notify us if your number changes so we can update your contact information.

Protecting Sensitive Information

Do not submit Social Security numbers, tax returns, banking details, or identity documents through the VIP signup form or ordinary text messages. Use the designated secure client portal for sensitive documents.

Privacy

Read our Privacy Policy for information about how we collect, use, and protect information:
https://www.clearpathtaxga.com/privacy-policy

Other Websites and Services

Our website may link to scheduling tools, client portals, and other services. Those services have their own terms and privacy policies.

Updates to These Terms

We may update these terms as our services or practices change. Updates will appear on this page with a revised effective date. Changes do not replace any new consent required for text messaging.

Contact Us

Clear Path Tax & Financial Strategy Services
Phone: 770-758-3628
Email: [email protected]