SMS Terms and Conditions
Effective Date: May 20, 2026
These SMS Terms and Conditions (the “SMS Terms”) describe the terms that govern Geffen Mesher’s use of short message service (“SMS”) and text messaging to communicate with you. By providing your mobile telephone number to Geffen Mesher and consenting to receive text messages from us, you agree to be bound by these SMS Terms.
These SMS Terms supplement, and should be read together with, our Disclaimer & Privacy Policy, which is incorporated by reference. References in these SMS Terms to “Geffen Mesher”, “we”, “us”, or “our” refer to Geffen Mesher, P.C., an Oregon professional corporation, and its affiliates.
1. Program Description
Geffen Mesher uses SMS strictly for informational and transactional communications with individuals who have an existing professional engagement with our firm (each, a “Client”). Geffen Mesher does not, and will not, send promotional, advertising, or marketing text messages. Text messages from Geffen Mesher relate solely to the services we are providing to you under your engagement with the firm.
2. Types of Messages You May Receive
If you have provided your mobile number to Geffen Mesher in connection with a service engagement, you may receive text messages such as:
• Appointment scheduling, confirmations, reminders, and rescheduling notices;
• Status updates on your engagement (for example, document requests, return-preparation milestones, or filing confirmations);
• Requests for missing information or supporting documentation;
• Notifications relating to secure portal access, e-signature requests, or billing inquiries;
• Time-sensitive notices that we reasonably believe require prompt attention; and
• Replies to text messages you have sent to your Geffen Mesher service team.
We will not send you texts containing promotional content, special offers, marketing campaigns, or third-party advertising.
3. Eligibility and Consent
To receive SMS communications from Geffen Mesher, you must be a current Client (or the authorized representative of a current Client) of Geffen Mesher, a resident of the United States, and at least 18 years of age. By providing your mobile telephone number to Geffen Mesher and confirming your willingness to receive text messages, you represent that you are the account holder of, or are authorized to opt in on behalf of, the mobile number you provide.
How to Opt In
Geffen Mesher obtains express consent before sending any SMS communications. You may opt in to receive SMS messages from Geffen Mesher through any of the following methods:
1. In person. At our Portland, OR or Vancouver, WA offices, a Geffen Mesher staff member will ask you to read and sign a standardized disclosure that identifies the firm, describes the types of messages you may receive, discloses that message and data rates may apply, provides links to this SMS Terms and Conditions page and our Privacy Policy, and explains how to opt out. Your signed confirmation of consent is recorded prior to any SMS being sent. You may review the form you will be asked to read and sign here: https://gmco.com/wp-content/uploads/2026/06/SMS-Communication-Consent.pdf
2. Verbally, by telephone. During a phone call with a Geffen Mesher staff member, the same standardized disclosure is read and your verbal confirmation of consent is obtained and recorded before any SMS is sent. You can read a copy of that standardized disclosure you will be read here: https://gmco.com/wp-content/uploads/2026/06/SMS-Verbal-Consent-Script.pdf.
3. Via signed engagement letter. Your engagement letter with Geffen Mesher may include an SMS consent provision. By signing the SMS Communication Consent as part of your Engagement Letter package, you consent to receive SMS communications as described in this SMS Terms and Conditions listed here: https://gmco.com/sms-terms-and-conditions/. A copy of that SMS Communication Consent form can be found here: https://gmco.com/wp-content/uploads/2026/06/SMS-Communication-Consent.pdf.
4. You may also download the form from the link at the bottom of this page and email a signed copy to info@gmco.com. By downloading, signing, and emailing that document to us, you consent to the SMS Terms and Conditions here: https://gmco.com/sms-terms-and-conditions/.
Regardless of the opt-in method, you will be informed of the following prior to providing consent:
The identity of the sender (Geffen Mesher & Co., P.C.);
The types of messages you may receive (service-related notifications only — see Section 2);
That message and data rates may apply;
That you may reply STOP at any time to unsubscribe; and
That you may reply HELP for assistance or contact us at (503) 221-0141.
Consent is not a condition of service. Your participation in our SMS communications is voluntary and is not required as a condition of receiving services from Geffen Mesher. You may continue to receive services through telephone, email, or our secure client portal if you elect not to participate in, or later opt out of, SMS communications.
Your participation in our SMS communications is voluntary and is not required as a condition of receiving services from Geffen Mesher. You may continue to receive services from us through other channels (such as telephone, email, or our secure client portal) if you elect not to participate, or if you opt out of, SMS communications.
4. Message Frequency
Message frequency varies based on the nature and stage of your engagement. You may receive multiple messages over a short period during active phases of an engagement (for example, during tax filing deadlines or at the close of an audit engagement) and few or no messages during other periods.
5. Message and Data Rates
Geffen Mesher does not charge a fee for sending or receiving text messages through this service. However, message and data rates may apply based on your agreement with your wireless carrier. Please contact your wireless carrier if you have questions about your messaging or data plan.
6. How to Opt Out
You may opt out of receiving SMS communications from Geffen Mesher at any time by replying STOP to any text message you receive from us. You may also reply with STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT; we will treat any of these as a request to opt out.
After we receive your opt-out request, we will remove your mobile number from our SMS distribution list for future communications. You may receive a single confirmation message acknowledging that your request has been processed. You may continue to receive operationally necessary messages already in transit during the short period required to process your request.
Opting out of SMS will not affect your engagement with Geffen Mesher. We will continue to communicate with you through other channels (telephone, email, or our secure client portal) as appropriate for your engagement. If you later wish to resume SMS communications, please contact your Geffen Mesher service team.
7. How to Get Help
For help with our SMS communications, reply HELP to any text message from Geffen Mesher, or contact us using the information provided in Section 12 below.
8. Privacy and Use of Your Mobile Number
Mobile telephone numbers and SMS opt-in consent collected by Geffen Mesher are used solely to communicate with you regarding your engagement with the firm. We do not sell, rent, or share mobile numbers or SMS consent information with third parties for their marketing purposes. Mobile numbers and SMS content may be shared only with trusted service providers and telecommunications carriers that support delivery of our SMS service, and only as necessary to operate that service. SMS opt-in data is never shared with third parties.
Our handling of personal information is described more fully in our Disclaimer & Privacy Policy.
You should not use SMS to transmit Social Security numbers, financial account numbers, tax identification numbers, passwords, or other sensitive personal or financial information. SMS is not a secure channel. For exchange of sensitive information, please use our secure client portal or another secure method directed by your Geffen Mesher service team.
9. Carriers, Delivery, and Service Availability
SMS communications may not be available through all wireless carriers or in all geographic areas, and may be delayed or undelivered due to factors outside of Geffen Mesher’s control, including carrier outages, signal coverage, or device issues. Geffen Mesher and the participating wireless carriers are not liable for delayed, undelivered, or misdirected messages.
If you change or deactivate the mobile number that you provided to us, you agree to notify Geffen Mesher promptly so that we may update our records and discontinue messages to the prior number.
10. Disclaimer of Warranties and Limitation of Liability
Geffen Mesher’s SMS service is provided on an “as is” and “as available” basis without warranties of any kind, whether express or implied, to the fullest extent permitted by applicable law. To the fullest extent permitted by law, Geffen Mesher will not be liable for any direct, indirect, incidental, special, consequential, exemplary, or punitive damages arising out of or related to your use of, or inability to use, our SMS service, including (without limitation) damages arising from non-delivery, delayed delivery, or misdirected delivery of any text message; inaccurate or incomplete content in a text message; or reliance on the content of any text message.
Nothing in these SMS Terms modifies or supersedes the terms of any signed engagement letter or other written agreement between you (or the entity you represent) and Geffen Mesher, which will continue to govern the professional services we provide to you.
11. Changes to These SMS Terms
Geffen Mesher may revise, modify, or amend these SMS Terms at any time. Any such revision will be effective when the updated SMS Terms are posted on our website. We will update the “Effective Date” above to reflect the date of any change.
Your continued participation in our SMS communications after a change becomes effective constitutes your acceptance of the revised SMS Terms. If you do not agree to the revised SMS Terms, your sole remedy is to opt out by following the instructions in Section 6.
12. Contact Us
If you have questions about these SMS Terms or our SMS communications, please contact us:
• Geffen Mesher, P.C. 888 SW Fifth Avenue, Suite 800, Portland, Oregon 97204
• Telephone: (503) 221-0141
• Email: info@gmco.com
• Privacy Policy: https://gmco.com/disclaimer-privacy-policy/
SMS Opt-in Form
You may download our SMS Opt-In Form here:
https://gmco.com/wp-content/uploads/2026/06/SMS-Communication-Consent.pdf
