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TERMS OF SERVICE

Effective Date: 1/1/2026
Business Name: KCM Financial Insights Co
Website: https://www.kcmfinancialinsights.com/

By accessing or using the services of KCM Financial Insights Co (“Company,” “we,” “our,” or “us”), you agree to be bound by these Terms of Service. If you do not agree, please discontinue use of our services.

1. Description of Services

KCM Financial Insights Co provides professional financial and tax-related services, including but not limited to tax preparation, tax filing assistance, document collection and review, financial consulting, appointment scheduling, and client support services.

2. SMS Communications & Use Cases

By providing your phone number and opting in through our website, forms, booking systems, or client portal, you consent to receive SMS messages from KCM Financial Insights Co related to:

• Appointment reminders
• Tax filing updates
• Document requests
• Account notifications
• Billing reminders
• Customer support responses

Message frequency may vary based on your service activity and engagement.

Consent to receive SMS messages is not a condition of purchase.

3. Opt-Out Instructions

You may opt out of SMS communications at any time by replying STOP to any message received.

For assistance, reply HELP or contact us directly using the contact information below.

After opting out, you will no longer receive SMS messages unless you provide new consent.

4. Message & Data Rates

Message and data rates may apply depending on your mobile carrier plan. Charges are determined by your mobile service provider.

5. Carrier Liability Disclaimer

Mobile carriers are not liable for delayed or undelivered messages.

6. Customer Support Contact

If you have questions regarding these Terms or SMS communications, please contact:

Email: info@kcmfinancialinsights.co
Phone: 504-810-5333

7. Age Restriction

Services provided by KCM Financial Insights Co are intended for individuals 18 years of age or older.

8. Privacy Policy

Your use of our services is also governed by our Privacy Policy, which can be accessed here:

Privacy Policy

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