Terms & Privacy

Terms of Service & Privacy Policy

Effective February 2026

What We Collect & How We Use It

When you engage our services, we collect the personal information you provide — your name, email address, and phone number. This information is used strictly for administrative purposes related to your engagement, including appointment reminders and scheduling communications sent via SMS.

SMS Communications

The Prime Advisory uses SMS for non-marketing, administrative purposes only. Message frequency varies based on your engagement with our firm. Standard message and data rates may apply — check with your carrier for details. For help, reply HELP to any message or contact us directly. To stop receiving text messages at any time, reply STOP.

Your Information Is Protected

SMS consent and phone numbers are never shared with third parties or affiliates for marketing or promotional purposes. We do not sell, rent, or lease our client lists to third parties.

SMS Terms & Conditions

Effective February 2026

1. SMS Consent Communication

Information (phone numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communications

If consent has been given to receive text messages from Prime Accounting & Advisory LLC, messages may be received related to the following:

  • Appointment reminders
  • Notifications
  • Request for missing information
  • Urgent updates

3. Message Frequency

Message frequency may vary depending on the type of communication. For example, you may receive up to 5 SMS messages per week related to appointment reminders and administrative notifications.

4. Potential Fees for SMS Messaging

Standard message and data rates may apply, depending on the carrier's pricing plan. These fees may vary if the message is sent domestically or internationally.

5. Opt-In Method

Opt-in to receive SMS messages from Prime Accounting & Advisory LLC can be done in the following ways:

  • By submitting an online form

Opt-In Verification Methods

https://www.theprimeadvisory.com/contact.html

  • Checkbox — The SMS consent checkbox on the contact form is optional. You may submit the form without checking the box.

Checkbox consent language:

“By checking this box, I consent to receive text messages related to conversations (external) from Prime Accounting & Advisory LLC. Messaging frequency may vary. Message and data rates may apply. You can opt out any time by texting STOP. For assistance, text HELP or visit our website at https://theprimeadvisory.com/. Visit https://www.theprimeadvisory.com/legal.html for privacy policy and https://www.theprimeadvisory.com/legal.html for Terms of Service.”

6. Opt-Out Method

Opting out of receiving SMS messages can be done at any time by replying “STOP” to any SMS message received. Alternatively, contact us directly to request removal from the messaging list.

7. Help

For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at https://www.theprimeadvisory.com/.

Additional options: If SMS messages are not desired, the SMS consent box on forms can be left unchecked.

8. Standard Messaging Disclosures

  • Message and data rates may apply.
  • Opt out at any time by texting “STOP.”
  • For assistance, text “HELP” or visit our SMS Privacy Policy and Terms and Conditions at https://www.theprimeadvisory.com/legal.html
  • Message frequency may vary