Tax Strategies Marketing, LLC (DeferTax.com & StartAnExchange.com)
Last Updated: March 17, 2026
Tax Strategies Marketing, LLC ("DeferTax," "we," "us," or "our") operates an SMS text messaging program to communicate with clients and prospective clients regarding appointments, service updates, and follow-up items related to their tax strategy and financial planning services.
Our messaging program is registered with U.S. wireless carriers under the A2P 10DLC (Mixed Campaign) standard.
You opt-in to receive text messages from us by:
· Checking the SMS consent checkbox on one of our web forms at DeferTax.com or StartAnExchange.com
By opting in, you confirm that:
· You are the account holder or authorized user of the phone number provided
· You are 18 years of age or older
· You consent to receive text messages from Tax Strategies Marketing, LLC at the number provided
✅ Your consent to receive text messages is never required to purchase our services or receive a quote.
Once opted in, you may receive the following types of text messages:
· 📅 Appointment Reminders — Reminders about upcoming scheduled calls or consultations
· 🔄 Transactional Updates — Status updates related to active services or transactions
· 💬 Service Follow-Ups — Follow-up messages related to your ongoing work with us
We do not send unsolicited marketing promotions or mass advertising via text message.
Message frequency varies based on your level of activity with us — specifically, the number of scheduled appointments and active transactions you have at any given time. You will only receive messages that are relevant to your services with us.
Standard message and data rates may apply. Charges are determined by your mobile carrier and your wireless plan. DeferTax does not charge any fee to send or receive text messages.
If you are unsure about your plan's rates, contact your mobile carrier.
You can stop receiving text messages from us at any time:
· Reply STOP to any text message we send you
· After replying STOP, you will receive one final confirmation message and no further texts will be sent
· You may also opt out by contacting us directly at info@DeferTax.com or 877.829.7872
Note: Opting out of SMS does not cancel any services you have with us. You will still be able to receive communications via email or phone.
Reply HELP to any of our text messages to receive assistance. You can also reach us directly:
📧 info@DeferTax.com
📞 877.829.7872
🌐 DeferTax.com — Contact Page
Wireless carriers (such as AT&T, Verizon, T-Mobile, and others) are not responsible for delayed or undelivered text messages. Message delivery depends on your carrier's network availability.
Your phone number and personal information will:
· Never be sold to third parties
· Never be shared with third parties for their own marketing purposes
· Only be used to deliver the messages described in these Terms
We use Go High Level, a U.S.-based CRM and messaging platform, to send and manage our text messages. Your information is processed through their platform solely for message delivery.
For full details on how we handle your personal information, please review our Privacy Policy at DeferTax.com.
We may update these SMS Terms & Conditions at any time. Changes will be posted on our website with an updated effective date. Continued use of our SMS program after changes are posted constitutes your acceptance of the updated terms.
Tax Strategies Marketing, LLC
Chris Shockowitz, Chief Compliance Officer & Managing Member
📧 chris@defertax.com
📞 877.829.7872
🌐 DeferTax.com
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At DeferTax, we specialize in comprehensive Tax Strategy and Tax Planning to help you achieve Financial Freedom through effective Tax Minimization. Our team of Financial Advisors and Tax Experts is dedicated to providing tailored Tax Solutions that include Estate Planning, Investment Strategy, and Business Tax consulting. With our expertise, clients can maximize Tax Savings, enhancing their Wealth Management and paving the way to smarter Money Management.
Our services are designed to optimize every aspect of your financial life, focusing on Tax Efficiency and Tax Optimization to reduce your liabilities on Homeowner Tax, Real Estate Tax, and Capital Gains. Whether you're looking for Financial Planning advice, Retirement Planning, or simply seeking ways to decrease your tax burden, DeferTax offers the Tax Reduction strategies that can help you maintain more of your hard-earned money. Trust us to guide you towards a more prosperous financial future.