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Terms and Conditions

Caliber Accounting Group SMS Terms & Conditions

Last Updated: August 18, 2025

These SMS Terms & Conditions ("Terms") govern your participation in the Caliber Accounting Group SMS messaging program. By providing your mobile phone number and expressly opting in to receive SMS communications, you agree to these Terms.


1. Program Description

By providing your mobile phone number and expressly opting in, you consent to receive recurring SMS (text) messages from Caliber Accounting Group related to your account and the professional services you have requested.

These messages may include, but are not limited to:

  • Appointment reminders

  • Account notifications

  • Tax preparation and filing reminders

  • Administrative alerts

  • Multi-Factor Authentication (MFA) verification codes

  • Customer support communications

  • Requests for documentation or information related to your engagement

  • Other transactional or service-related communications

SMS messages are intended solely to facilitate the delivery of services you have requested and are not used for unsolicited marketing.


2. Message Frequency

Message frequency varies depending on your interactions with Caliber Accounting Group, your account activity, and the services you have requested.


3. Message and Data Rates

Caliber Accounting Group does not charge a fee for sending or receiving SMS messages.

However, message and data rates may apply. Charges are determined by your wireless carrier and your individual mobile service plan. Please contact your wireless provider if you have questions regarding your messaging or data charges.


4. How to Opt Out

You may opt out of receiving SMS messages at any time by replying STOP to any text message you receive from us.

After you reply STOP, you will receive one confirmation message indicating that you have been unsubscribed from SMS communications. After this confirmation, you will no longer receive SMS messages from that messaging program unless you provide new consent to receive them.

Opting out of SMS communications does not affect other methods of communication you have authorized, such as email, telephone calls, or communications required to provide requested professional services.


5. How to Get Help

If you need assistance with our SMS messaging program, reply HELP to any SMS message you receive from us.

You may also contact us directly:

Email: support@calibercpas.com

Phone: (805) 888-0200


6. Carrier Disclaimer

Mobile carriers, including but not limited to AT&T, Verizon, T-Mobile, and other participating carriers, are not liable for delayed, undelivered, or misdirected messages.

SMS message delivery depends on your wireless carrier's network availability and other factors outside our control.


7. Privacy

Your privacy is important to us.

Information collected through our SMS messaging program is handled in accordance with our Privacy Policy.

Mobile opt-in information, SMS consent, and phone numbers collected for SMS communications will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

We may use trusted service providers solely for the purpose of delivering SMS messages on our behalf. These providers are contractually obligated to safeguard your information and may use it only to provide messaging services for Caliber Accounting Group.

For additional information about how we collect, use, and protect your information, please review our Privacy Policy:

https://www.calibercpas.com/privacy


8. Changes to These Terms

We may update these SMS Terms & Conditions from time to time to reflect changes in our practices, legal requirements, or messaging services.

When material changes are made, the updated version will be posted with a revised "Last Updated" date.

Your continued participation in our SMS messaging program after changes become effective constitutes acceptance of the revised Terms.


9. Contact Information

If you have questions regarding these SMS Terms & Conditions, please contact us.

Email: support@calibercpas.com

Phone: (805) 888-0200

Caliber Accounting & Tax, LLP

575 Price Street, Suite 312

Pismo Beach, CA 93449

Caliber Audit & Attest, LLP

805 Aerovista Place, Suite 103

San Luis Obispo, CA 93401

Fees for Services

Our fees are based on the experience and knowledge level of our professional staff working on each engagement.  Our current hourly rates are as follows:

Partners – $310 - $350
Managers – $230 - $305
Supervisors – $180 - $195
Senior Accountants – $155 - $175
Staff Accountants – $100 - $130

  • AICPA: EBPAQC Member
  • AICPA: PCPS Member
  • AICPA: NFP Section Member
  • AICPA: Not-For-Profit: Certificate 1
  • AICPA: Not-For-Profit: Certificate 2