Terms of Use

Introduction to Terms of Use

Welcome to DW Tax Services. By accessing and using the website located at https://dwtaxservices.com/ (the “Site”), and the services available through the Site (collectively – the “Services”), you accept and agree to be bound by the following terms and conditions (“Terms”). These Terms govern your relationship with DW Tax Services, a professional legal tax consultancy firm based in 501 W Bay St Ste 99, Jacksonville FL 32202 (the “Company”). Please read these Terms carefully, as they affect your legal rights and obligations both with respect to the Site and with respect to any Company Services. If you do not unconditionally agree to all of the Terms, you may not use the Site or the Services. You may direct questions about these Terms or any of our Services to [email protected] or (904) 753-4815.

DW Tax Services Information

DW Tax Services was started in 2020 by David Wright, a tax attorney with over 15 years of practice under his belt. We are committed to supporting your success as individuals, business owners, and private citizens through high-quality education, empowering custom advice, and representation in tax law matters. Our team includes various tax attorneys, CPAs, and tax consultants with an ongoing dedication to our values of trust, integrity, and long-term partnerships. Our full range of tax services includes: tax planning and tax compliance; law representation; estate and gift tax planning; international tax compliance and filing; and education and consulting. And this all results in personalized advice and solutions delivered with the end success of our clients firmly in mind.

Agreement to Terms

By utilizing our website, requesting information, scheduling a consultation, or engaging with any aspect of the Services, you acknowledge that you have read, comprehended, and consented to these Terms of Use and the Privacy Policy. These Terms form a binding agreement between you and DW Tax Services. Should you access the Website and Services on behalf of a business or another entity, you affirm that you possess the authority to bind such business or entity to these Terms. If this is not the case, you are advised against accessing our Website or utilizing our Services.

Eligibility and User Commitments

Our site and services are intended solely for persons and businesses that are at least 18 years old and can enter into legally binding agreements. By using our site and services, you hereby represent to us that the above is true. You agree to provide us with true, accurate and current information and maintain and update the information as required. You are responsible for maintaining the confidentiality of any account credentials or account registration or other confidential information in your possession with regard to your use of our site and services.

Services Description

DW Tax Services provides a wide range of tax-related legal and business consulting services, including but not limited to the following:

• Individual and business tax planning
• Tax compliance services
• Representation in tax matters and IRS audits and appeals
• Corporate tax strategy and planning
• Estate and gift tax consulting
• International tax compliance
• Education on law changes, deductions and audit strategies

Services are personal in nature and are tailored around each individual client to fit their particular needs. Please contact us directly for an opinion and a personalized service proposal.

Use of Services and Prohibited Actions and Use

As a user of this website and service, you agree to act responsibly and go about your business lawfully. Accordingly, you agree not to engage in any activity that:

• violates any applicable local, state, federal or international law or regulation;
• infringes the rights of others, such as those rights under intellectual property (copyright, trademark, patent and/or trade secret) or privacy laws;
• attempts to gain unauthorized access to any part of our site, systems or network;
• transmits and/or introduces computer viruses, worms, harmful code or any other malicious programs;
• collects and/or stores any personal data about another person without his/her consent;
• misrepresents your identity or affiliation with any person or organization; and/or
• interferes with proper operations or security of our site and service(s).

Noncompliance may result in immediate termination, legal action and notification by law enforcement authorities where so required.

Ownership of Intellectual Property Rights

All content provided on or through our DW Tax Services website, including any information, text, graphics, logos, articles, software, educational materials, and the design, is the property of DW Tax Services or its licensors (“Content”), and without limiting the foregoing all trademarks therein are the property of DW Tax Services. We own all such Content and it is fully protected under United States and international copyright, trademark and other laws. You are authorized to use the Content only for your personal non-commercial purposes. You may not copy, distribute, modify, publish or otherwise use any of our Content, in whole or in part, in any form or by any means without the prior written permission of DW Tax Services.

No Legal, Tax or Financial Advice

The information contained on this website (including but not limited to articles, blog posts, and learning center content) is for general informational purposes, and is not to be considered as specific legal or tax advice. We attempt to maintain the information on this site as current and accurate, however tax laws and regulations change and can vary by individual circumstances; therefore it is important to seek professional advice based on your particular situation. Information contained on this site is at your own risk.

Engagement of Services and Client Relationship

Engaging or retaining DW Tax Services for a specific legal or tax matter requires a formal engagement (including, for example, the execution of an engagement letter, the discussion and specification of scope, fees, and deliverables). Until our engagement with you is formalized, no attorney-client or advisor-client relationship exists. Nothing in any of the contact forms available on our website, by telephone or email creates a professional adviser relationship with, or professional duties to us until or unless we have a formal agreement with you. Such duties are not created by communicating with us before having entered into such an agreement. We reserve the right to refuse to serve any person and/or entity in our absolute discretion.

Client Obligations and Cooperation

Clients shall make available to DW Tax Services all information and records necessary for DW Tax Services to perform its services. The timely and accurate disclosure of information and cooperation with our team is essential in order for DW Tax Services to provide the most efficient services. Failure to provide information when requested or an unwillingness to cooperate with our team could affect the level of service we are able to provide and could result in delays, additional fees or termination of engagement. Clients also shall review and understand all documents and advice provided by our professionals and ultimately make an independent decision regarding their personal or business tax strategy.

Charges, Payment, and Billing Policies

Fees for services will be based on the nature, scope and complexity of the engagement. Fees are discussed upfront during the initial consultation and reflected in a formal engagement agreement. Payment terms will also be reflected in your engagement letter including any retainer requirements, invoicing arrangements and methods of payment. Unless otherwise specified, payment is required upon receipt of an invoice. Late (delinquent) payments may incur interest charges and/or may subject your account to suspension and/or termination. Please contact our office if you have questions about your bill or would like to discuss alternative payment arrangements. (904) 753-4815 or [email protected]

Confidentiality and Data Protection

As part of our ongoing commitment to protecting the confidentiality of your information, DW Tax Services uses industry standard safeguards to secure your personal and financial information from unauthorized use, disclosure, alteration, or destruction. We are bound by professional and ethical responsibilities to protect and maintain client information confidentially, subject to certain requirements of law or regulation. Our Privacy Policy describes how we collect, use and protect your information.

Privacy Policy Incorporated by Reference

Your use of our website and services is also expressly subject to our Privacy Policy, including how we collect, use, maintain, secure and disclose personal information. By agreeing to these Terms of Use you also agree to the use and disclosure practices contained in the Privacy Policy posted on this website. We request that you review the Privacy Policy in its entirety so you fully understand your rights and our obligations regarding your personal information.

Content Provided by Third Parties and Links

Links: Our website may provide links to third-party websites, tools, software, services, content and other resources (“Third Party Resources”). We do not control the Third Party Resources and are not responsible for their availability, accuracy or content. Any interaction with such Third Party Resources is at your own risk. Please review the terms and policies governing the Third Party Resources before using them. DW Tax Services, LLC, its affiliates, their respective owners and employees, and any officers or agents of DW Tax Services, LLC, its affiliates or their respective owners are not responsible for any losses or damages which you suffer in connection with your use of Third Party Resources. If applicable law limits our ability to obtain this limitation of liability in a jurisdiction to the fullest extent permitted by law, it will only apply to the maximum extent allowed by applicable law (but there will be no increase in liability).

Limitations on Liability

To the fullest extent permitted by law, neither DW Tax Services nor any of its affiliates, directors, employees, agents, suppliers, or content providers (“Service Providers”) shall have any liability to you for any indirect, consequential, exemplary, incidental or punitive damages, including but not limited to loss of profits or revenues, loss of goodwill, loss of data or other intangible losses (even if any Service Provider has been advised of the possibility of such damages), arising out of your use of, or inability to use, the Site or the Services. Notwithstanding anything to the contrary contained herein, our liability to you for any cause whatsoever and regardless of the form of action will at all times be limited to the amount paid, if any, by you to DW Tax Services during the twelve (12) months prior to any cause of action arising.

Disclaimer of Warranties

DW Tax Services makes available its website and services on an ‘as is’ and ‘as available’ basis and expressly disclaims all warranties of any kind, whether express or implied. We do not warrant that our website or any content will be error-free, uninterrupted, secure, free of viruses or other harmful components, or that information will be lost. We make no representations or warranties of any kind and to the fullest extent permitted by law, including without limitation, warranties of merchantability, fitness for a particular purpose, and non-infringement of intellectual property rights. We make no representations or warranties of any kind relating to completeness, reliability, or timeliness of any information.

Indemnification

You agree to indemnify, defend, and hold harmless DW Tax Services, its affiliates, officers, directors, employees, agents and assigns from, against and in respect of any and all claims, liabilities, damages, losses, costs, expenses or fees (including reasonable attorneys’ fees) incurred by DW Tax Services that arise out of or related to (a) your violation of these Terms of Use, (b) your use of the website, (c) your infringement of any intellectual property right or other right of any person or entity.

Changes to Terms and Services

DW Tax Services may, at any time, without notice to you, add to or change these Terms of Use. Any changes will take effect when they are posted on this website. Please review these Terms of Use periodically for updates. Your continued use of our website or services following the posting of changes will mean you accept those changes. In addition, we reserve the right to modify, suspend and/or discontinue any aspect of our website or services at any time, at our sole discretion and without liability.

Suspension, Termination of Access to Services

We may, in our sole discretion and without notice to you, terminate or suspend your access to and/or use of the website or services or delete your accounts for any reason including, but not limited to, your violation of these Terms of Use, suspected fraudulent conduct, or failure to pay any fees. Upon termination your right to use the website and services will immediately cease and any portions of these terms which by their nature are intended to survive termination will do so.

Governing Law and Jurisdiction

These Terms of Use and any dispute arising out of or related to your use of the site or any other service that DW Tax Services renders or provides shall be governed by the laws of the State of Florida. Any dispute or controversy arising under these Terms of Use or over the services that DW Tax Services renders or provides shall be brought exclusively in state or federal courts located in Duval County, Florida. You consent to the exclusive jurisdiction and venue in such courts.

Dispute Resolution

Any dispute arising from or related to these Terms of Use or the services provided by DW Tax Services shall be resolved upon mutual agreement between the parties, whereby the parties will both in good faith attempt to resolve all disputes. Failure to amicably resolve all disputes shall result in any and all parties submitting to binding arbitration in Jacksonville, Florida in accordance with the American Arbitration Association’s rules. Each party shall equally bear its own costs, and the decision of the arbitration shall be binding upon the parties with no appeals available.

Severability and Waiver

If any provision of these Terms of Use shall be found invalid, unlawful, void, or unenforceable by a court of competent jurisdiction, any such invalid, unlawful, void, or unenforceable provision shall be deemed to be enforceable to the fullest extent permissible, and the remainder of these terms and conditions shall remain in full force and effect. Neither DW Tax Services’ failure to enforce any term or condition hereof shall be deemed a waiver of such term or condition.

Entire Agreement

These Terms of Use (and any Privacy Policy and signed engagement letter or other agreement we have with you) are the entire agreement between you and DW Tax Services with respect to the website and the services, and supersede any prior written or oral communications, negotiations and/or agreements between you and us. No oral communications, representations or statements shall modify these Terms of Use.

Contact Information

If you have any questions, concerns, comments or suggestions regarding these Terms of Use or the Site or Services, please contact DW Tax Services at (904) 753-4815 during regular business hours (Monday through Friday, 9 AM – 5 PM):

• Mailing Address: 501 W Bay St Ste 99 Jacksonville FL 32202
• Telephone: (904) 753-4815
• E-mail: [email protected]
• Web Site: https://dwtaxservices.com

Regular business hours for DW Tax Services are 9AM – 5PM EST and we will use commercially reasonable efforts to provide clear, accurate information and support designed to help you enjoy a positive and safe experience with us.

Update to Terms of Use

DW Tax Services may update these Terms of Use from time to time to reflect changes in law, our business practices, or otherwise. The revised effective date is listed at the end of this page. We encourage you to review these terms from time to time so that you are aware of any changes. Your use of our website or services after we post any updates means that you accept those changes.

Notices

Any notices that are required or permitted to be given pursuant to these Terms of Use shall be given in writing and delivered personally, by certified mail, or electronically via email to the contact information provided above. Notices sent by email shall be deemed received when transmitted to the correct address so long as no error or other bounce-back message is generated or received.

All notice and other requirements set forth herein require that the issuer provide the appropriate notice at the appropriate time without undue delay.

Accessibility Statement

DW Tax Services is committed to inclusivity and accessibility for all our clients. We strive to adhere to guidelines established by widely-recognized benchmarks like the World Wide Web Consortium (“WC3”) Web Content Accessibility Guidelines (WCAG), and we continually seek to better serve all of our users and enhance your experience. To that end, we welcome your feedback on how to improve your experience on our website. If you do encounter an element of our site that you find challenging to use or access in any way, or which does not conform with a recognized accessibility standard, we invite you to please let us know at [email protected] or at (904) 753-4815 so we may provide you with the information, remedy the problem and offer the requested content as effectively as we can.

Children’s Online Privacy and Usage

Our collection and services are not intended for use by children under the age of 13. We do not knowingly or intentionally collect personal information from children. If you have reason to believe that a child under the age of 13 has provided us with personal information, please contact us immediately at [email protected] so that we may take action accordingly.

International Users

DW Tax Services operates as a U.S.-based entity, primarily engaging in matters governed by U.S. tax law. Individuals accessing this website from outside the United States do so at their own risk and bear the responsibility for adhering to applicable local laws and regulations. By utilizing this website, users consent to the processing and transfer of their information to and within the United States.

Restricted Jurisdictions

DW Tax Services does not provide services to persons or entities in jurisdictions for which such services are prohibited under U.S. sanctions or any other prohibition or restriction under applicable law. If you live in such a jurisdiction, please do not use our website or contact us.

Feedback and Comment

We appreciate your comments and suggestions about this website and our services. Any ideas, proposals, or materials you send us will be considered non-confidential, and we will have a non-exclusive, royalty-free, perpetual, worldwide, irrevocable license to use, reproduce, modify and distribute such content for any purpose. You acknowledge that we are under no obligation to give any consideration to your feedback.

Acknowledgement

By employing the services available through the DW Tax Services website or by engaging our professional services, you represent that you have read, understood, and agreed to be bound by these Terms of Use. The trust you place in our tax law firm is appreciated, and we intend to provide professional, ethical, effective, and transparent tax services. Contact us during business hours for personalized assistance and to arrange an appointment.

Communication Policy
Communication with clients requires the following: Clients are required to provide their primary contact number (home or cell phone) or email address; No text message communications; Not responsible for outbound telephone calls.

Call to Action

Are you prepared to approach your tax issues with clarity and confidence? Reach out to DW Tax Services by calling (904) 753-4815 or emailing [email protected], so we can set you up with an individual consultation. Let our focused, results-driven strategies help give you the financial success you seek.