Effective Date: June 4, 2026
Jacobs & Newmark, P.C.
Jacobs & Newmark, P.C. (“Firm,” “we,” “our,” or “us”) may offer text message (SMS) communications to clients and prospective clients for appointment reminders, document requests, service updates, account notifications, and other business-related communications.
By providing your mobile phone number and opting in to receive text messages, you agree to the terms of this SMS/Text Messaging Consent Policy.
Types of Messages
If you consent to receive SMS messages from Jacobs & Newmark, P.C., you may receive messages including:
- Appointment reminders
- Tax return status updates
- Requests for documents or information
- Payroll or bookkeeping notifications
- Meeting confirmations
- Client portal notifications
- Service-related updates
- Customer support communications
We do not use SMS messaging for unsolicited marketing purposes.
Consent
By voluntarily providing your mobile phone number and opting in to receive SMS communications, you authorize Jacobs & Newmark, P.C. to send text messages to that number.
Consent to receive SMS messages is not a condition of purchasing any service from the Firm.
Message Frequency
Message frequency will vary based on your relationship with the Firm and the services you receive.
You may receive multiple messages during active engagements, tax season, payroll processing periods, or when responding to support requests.
Message and Data Rates
Standard message and data rates may apply according to your mobile carrier’s plan.
Jacobs & Newmark, P.C. is not responsible for any charges imposed by your wireless carrier.
Opt-Out Instructions
You may opt out of receiving SMS messages at any time by replying:
STOP
After opting out, you may receive one final confirmation message confirming your removal from future text communications.
Please note that opting out of SMS communications may affect our ability to provide certain service notifications or reminders.
Help Instructions
For assistance, reply:
HELP
You may also contact us directly using the contact information below.
Privacy and Confidentiality
We respect your privacy and will not sell or share your mobile phone number with third parties for marketing purposes.
Information collected through SMS communications will be handled in accordance with our Privacy Policy.
Because text messaging is not always secure, clients should avoid sending sensitive information through SMS, including:
- Social Security numbers
- Taxpayer Identification Numbers
- Bank account information
- Credit card information
- Login credentials
- Other confidential financial information
When sensitive information must be transmitted, clients should use the Firm’s secure client portal or other approved secure communication methods.
Service Availability
SMS services may not be available on all carriers, devices, or geographic locations.
Delivery of text messages is subject to the effective transmission capabilities of your mobile carrier and may be delayed or unsuccessful for reasons beyond our control.
Changes to This Policy
Jacobs & Newmark, P.C. may update this SMS/Text Messaging Consent Policy at any time. Updated versions will be posted on our website with a revised effective date.
Contact Information
Jacobs & Newmark, P.C.
106 E. Liberty Drive, Suite 201
Wheaton, IL 60187
100 Lexington Drive, Suite 210
Buffalo Grove, IL 60089
Phone: (847) 537-0100
Website: jacobsnewmark.com
