DW Tax Services

Terms of Use

Introduction

Welcome to DW Tax Services (“DW Tax Services,” “we,” “our,” or “us”). These Terms of Use (“Terms”) apply to and govern your use and access of our website, https://dwtaxservices.com/ (the “Site”), and any resources, content, services, and features (“Services”) provided by DW Tax Services. By using and/or accessing our Site and Services, you agree to these Terms, and your continued use and/or access constitutes agreement to the revised Terms. Please read the Terms carefully. You may not use the Site or the Services if you do not agree to all of the Terms. These Terms apply to all visitors, users, clients, partners, and others who access or use the Site and the Services. The Terms are accessible at the bottom of every page on our Site. DW Tax Services reserves the right, at our sole discretion, to revise and amend these Terms at any time without prior notice. Any material changes to the Terms will be effective when posted on the Site or when notified to you, whichever occurs first.

Overview of DW Tax Services

DW Tax Services is a prominent legal tax consultancy based in Jacksonville, Florida. Founded in 2020 by David Wright, a tax attorney with over 15 years of experience, our firm provides expert tax planning, tax compliance (law), legal representation, and educational services to a variety of individuals and businesses. Our commitment to client education, empowerment, and personalized legal representation sets us apart as a full-service legal tax consultancy. Our tax attorneys, CPAs, and tax advisors serve our clients under a guiding principle: trust, transparency, and long-term client relationships. Contact DW Tax Services for more information on how we can serve you. To schedule a consultation with us at our offices or via video conference, reach out to us at (904) 753-4815 or email [email protected]. Hours of Operation: Mon-Fri 9AM-5PM.

Agreement to Terms

By using or accessing (or attempting the use of or any access to): (a) the Site or (b) any Services made available to you by DW Tax Services, you acknowledge that you have read, understood, and agree to be legally bound by these Terms and our Privacy Policy. If you are using or accessing our Site or any Services on behalf of an organization or other legal entity, then you represent and warrant that you have the authority to bind such organization or other legal entity to these Terms. If you do not have authority to bind such organization or other legal entity, or if you do not agree with these Terms, do not use the Site or any Service.

Eligibility

The Site and Services are available only to users who are at least 18 years old or the age of majority in their state of residence. By accessing our Site, you represent and warrant that you are old enough to agree to the Terms. The Site may be used only by persons at least 18 years old who have either (i) the ability to form a binding contract with us and accept these Terms or (ii) an authorized parent or guardian willing to form such a binding contract on their behalf. DW Tax Services does not knowingly collect or solicit personal information from children under the age of 18 without parental consent.

Service Descriptions

DW Tax Services offers a wide range of tax-related services, including but not limited to:

  • Tax planning for individuals and businesses
  • Tax compliance services
  • Legal representation in US tax matters, including IRS audits
  • Corporate tax strategy and tax planning services
  • Estate and gift tax consultation services
  • International tax compliance
  • Educational materials and information, such as articles covering updates to tax law changes, deductions, and audit strategies

All services are provided by qualified professionals, with each service tailored to the individual requirements of the client. Service engagements typically start with an engagement consultation to scope the work to be done. Pricing is varied based on the depth and nature of service(s) rendered. Services are tailored around transparent, reasonable, and quality-driven solutions.

Responsibilities of Users

  • Provide true, accurate, current, and complete information upon request
  • Use the Site and Services only for lawful purposes and in accordance with these Terms
  • Maintain the confidentiality of any account credentials and of your account and to limit access to your account
  • Notify DW Tax Services immediately of any unauthorized access or use of your account or of any suspected breach of security
  • Not use the Site or Services to:
    • Damage, disable, overburden, or impair the Site or interfere with any other party’s use of the Site and Services
    • Use any automated means (e.g., bots, scrapers) to access the Site and Services without DW Tax Services’ prior written consent
  • You are solely responsible for all activities that occur under your account and all obligations you incur under these Terms.

Intellectual Property Rights

All content, features, and functionality on the Site, including but not limited to text, graphics, logos, icons, images, audio and video clips, data compilations, and software, are the exclusive property of or licensed to DW Tax Services and are protected under United States and foreign copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, or transmit any material on our Site except as permitted by these Terms or with our prior written consent. Unauthorized use of a portion of our content may result in a violation of U.S., U.K., Australian, South African, and foreign copyright, trademark, and other laws.

License and Permissioning

Subject to the terms of this Agreement, including but not limited to the restrictions on your use of the Site set forth below, DW Tax Services grants you a limited, non-exclusive, non-transferable, and revocable license to access and use the Site and its content solely for your own personal, non-commercial use, or as necessary to investigate the terms of service or in connection with a potential engagement of our Services. This license does not allow you to:

  • Resell or commercially exploit the Site or its contents
  • Collect or use any product listings, descriptions, or prices
  • Use any product listing or description on any other website or in a networked computer environment
  • Make derivative uses of the Site or its contents
  • Use any data mining, robots, or similar data gathering and extraction methods
  • Download (other than page caching) or copy any information for the benefit of another merchant

These unauthorized uses will result in the automatic termination of the license granted by DW Tax Services.

Prohibited Conduct

You agree not to use the Site or Services for any unlawful, harmful, threatening, or otherwise objectionable or inappropriate purposes, including but not limited to:

  • Engaging in fraudulent, deceptive, or misleading practices
  • Attempting to gain unauthorized access to any portion of the Site or any systems or networks connected to the Site
  • Transmitting any viruses, worms, defects, Trojan horses, or other items of a destructive nature
  • Posting or transmitting any content that is illegal, threatening, defamatory, obscene, infringing, or otherwise objectionable
  • Violating the privacy or infringing the rights of others
  • Using the Site to stalk, harass, or harm another individual or group

DW Tax Services may investigate and take appropriate legal action against anyone who, in DW Tax Services’ sole discretion, violates this provision, including without limitation, reporting such violations to law enforcement authorities.

User Content

Some areas of the Site might permit you to submit, post, transmit, or otherwise make available User Content, including questions, comments, reviews, and other materials (“User Content”). By posting any User Content, you grant to DW Tax Services a worldwide, perpetual, irrevocable, royalty-free, non-exclusive license and permission to use, reproduce, modify, adapt, publish, translate, create derivative works from, distribute, and display such User Content in any media or format now known or hereafter developed. You are solely responsible for the User Content you submit or if you otherwise submit text, files, links, software, images, sounds, videos, or other materials to the Site (collectively “Material”) and the consequences of its submission. DW Tax Services has no obligation to monitor any areas and will not be responsible for the Material that appears on the Site. DW Tax Services may review, remove, or edit User Content at its sole discretion.

Third Party Links

The Site may contain links to third-party websites, services, or resources not owned or controlled by DW Tax Services. We provide links to third-party sites solely as a convenience and we cannot and do not make any claims about their content, reliability, or privacy policies. In no event will DW Tax Services be liable for your use of any third-party site referenced on this website. Please see their terms and policies regarding your use of those sites. Your access or use of any third-party site is at your own risk.

You agree that you will only use the Site in a manner consistent with this Acceptable Use Policy.

No Legal or Tax Advice

Site and/or site resources, including articles, blog posts, and educational content, are provided to you for general informational purposes only and do not constitute legal, tax, or financial advisory services of any kind. While efforts are made to ensure that information on the Site is accurate and up to date, laws and regulations change often and individual circumstances may vary. You should not act or refrain from acting based upon any information contained in this Site without first obtaining professional advice based upon your particular facts and circumstances. Use of the Site or communications with DW Tax Services does not establish an attorney-client or advisor-client relationship between you and DW Tax Services, unless and until an engagement letter is signed by you and DW Tax Services.

Engaging Services

To receive professional legal or tax services from DW Tax Services, you must enter into a written engagement agreement that defines the specific scope of work, fees, and terms of service. No attorney-client, advisor-client, or fiduciary relationship is established by your use of the Site, email communication, or telephone communication with DW Tax Services, unless and until such an agreement is signed. DW Tax Services may refuse or conclude any engagement in its discretion based on what the law otherwise permits.

Confidentiality and Privacy

DW® Tax Services recognizes the importance of maintaining the confidentiality of client correspondence and respecting your privacy. Our practices with respect to information collection, use, and disclosure are set forth in our Privacy Policy. Notwithstanding this, the transmission of information over the Internet is not 100% secure and we are not able to guarantee the security of information sent to our Site. Communications sent over the Internet (including via e-mail or through the Site) may not be secure and should not include sensitive, proprietary, or confidential information unless expressly requested by DW® Tax Services.

Data Security

We implement reasonable technical, administrative, and physical safeguards to protect your information from unauthorized access, use, disclosure, alteration, and destruction. However, no transmission over the internet nor any electronic storage is entirely secure. You acknowledge and agree that there is some inherent risk hosting or transmitting information electronically via the Internet. DW Tax Services will not be liable for any unauthorized disclosure of designated information resulting from causes beyond our reasonable control.

Payments and Fees

Fees for professional services are billed on an hourly basis, depending on the complexity and scope of services requested or required. DW Tax Services maintains a policy of full transparency of its fees and will provide our clients with a written fee agreement before commencing any billable professional work. Payment for professional fees is generally due upon receipt, unless other arrangements are set forth in writing. Unpaid account balances may accrue interest or collection costs in accordance with your engagement letter agreement. Payment may be made by check, bank wire, or other qualified electronic payment services. If you have questions about our fees or invoices, please reach us at (904) 753-4815 or [email protected].

Cancellations and Refunds

Appointments or engagements may be cancelled by clients upon reasonable advance notice, provided that such notice is in accordance with the terms of your engagement agreement. Refunds (if any) are made based on the terms of the retaining agreement between you and DW Tax Services. As a general rule, fees for completed work, or time invested to date in your matter, are not refundable. Review of your engagement agreement is recommended as cancellation and refund terms are unique to the individual assignment. Please call our office if you have questions about any of these terms.

Disclaimer of Liability

To the maximum extent permitted by law, DW Tax Services, its owners, managers, employees, agents, affiliates, and licensors are not liable to you for any direct, indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, use, goodwill, or other intangible losses, resulting from (a) your access to or use of or inability to access or use the Site or Services; (b) any conduct of or content provided by any third party on the Site; (c) any content obtained from the Site; or (d) unauthorized access, use, or alteration of your transmissions or content, whether or not DW Tax Services has been advised of the possibility of such damage.

Disclaimer of Warranties

The Site and Services are provided on an “as is” and “as available” basis. DW Tax Services makes no representations or warranties of any kind, express or implied, regarding the use of the Site, the completeness or accuracy of any Site Content or Materials, or the availability of any Services. To the full extent permissible under applicable law, DW Tax Services disclaims all warranties, express or implied, including but not limited to implied warranties of merchantability and fitness for a particular purpose and non-infringement. We make no warranty that the Site, Services, Site Content, Materials, or Communications are free from viruses or other harmful components.

Indemnities

You agree to indemnify, defend, and hold harmless DW Tax Services and its owners, employees, agents, affiliates, licensors, and service providers from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney’s fees) arising out of or resulting from: (a) your use and access to the Site or Services; (b) your violation of these Terms; (c) your violation of any third party right, including without limitation any copyright, property, or privacy right; or (d) any claim that your User Content caused damage to a third party.

Termination of Use

DW Tax Services (“DW”) may, at its sole discretion, terminate or suspend your access to all or part of the Site or Services at any time, with or without notice, for any reason, including but not limited to, your violation of these Terms. Upon termination, your right to use the Site and Services will immediately cease. The obligations and liabilities incurred by parties with respect to the Terms prior to the termination date shall not be affected by termination of the Terms for all purposes.

Governing Law and Jurisdiction

These Terms and any dispute arising out of or related to your use of the Site or Services will be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of laws provisions. You agree to submit to the personal jurisdiction, and that venue for any dispute relating to these Terms shall be exclusively in the state and federal courts located in Jacksonville, Florida.

Dispute Solving

Prior to any legal or arbitral action or proceeding to enforce or defend any rights, Customer agrees to first attempt to resolve the dispute, claim, or controversy arising out of or relating to these Terms or Customer’s use of the Site or Services through good faith negotiations with DW Tax Services. In the event the parties are not able to resolve the dispute within thirty (30) days, each party may commence a legal adjudicative proceeding in accordance with the Governing Law and Jurisdiction section above.

International Use and Compliance

DW Tax Services is a US-based business and operates primarily with clients located in jurisdictions in the United States. You are responsible for complying with any local law if you access the Site or Services from outside of the United States. DW Tax Services does not claim that the Site or any of its content is appropriate or available for use in jurisdictions outside of the United States. Access of the Site from territories where its content is illegal and prohibited is strictly prohibited.

Changes to the Site and Terms

DW Tax Services may change, suspend, or discontinue any aspect of the Site or the Services at any time without notice. DW Tax Services may also revise these Terms in its sole discretion by updating this page. All revisions are effective immediately upon posting. Your use of the Site or any Services after the Terms have been revised constitutes your acceptance of the revised Terms. DW Tax Services recommends that you visit this page periodically to review the most current version of the Terms.

Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be enforced to the maximum extent permissible, and the remaining provisions of these Terms will remain in full force and effect.

No Waiver

No waiver by DW Tax Services of any term or condition set forth in these Terms shall be deemed a further or continuing waiver of such term or condition or of any other term or condition, and any failure of DW Tax Services to assert a right or provision under these Terms on any occasion shall not be considered a waiver of such right or provision.

Entire Agreement

These terms and conditions, our Privacy Policy, and any other agreements you enter into with DW Tax Services in respect of our Services, govern your use of the Site and Services, and supersede any other prior agreements or understandings (oral or written) between us in that regard.

Contact Information

If you have any questions regarding these Terms of Use, the Site, or our Services, please contact us at the following address:

DW Tax Services
501 W Bay St Ste 99
Jacksonville, FL 32202
Phone: 904-753-4815
E-Mail: [email protected]
Hours of Operation: Monday – Friday: 9 AM – 5 PM

We are here to help you and to resolve any issues that may arise from utilization of our Site or Services.

Acknowledgements

By using the Site, you represent and warrant that you have read, understood, and agreed to be bound by the following Terms of Use. For this reason, we thank you for trusting DW Tax Services to be your partner in legal tax solutions, and we look forward to providing your tax solutions with professionalism and care.

Contact DW Tax Services now for your legal tax solutions!