These Terms of Use ("Terms") are a binding agreement between you and Don Partners ("Don Partners," "we," "us," or "our") governing your access to and use of donpartnersfirm.com and any page, form, scripted chat, scheduling feature, content, or communication made available through the website (collectively, the "Site").
By accessing or using the Site, checking an acceptance box, submitting information, or requesting that we contact you, you acknowledge that you have read and agree to these Terms and our Privacy Policy. If you do not agree, do not use the Site.
1. Who May Use the Site
The Site is intended only for:
- individuals who are at least 18 years old and legally capable of entering a contract;
- authorized representatives of businesses organized, operating, or subject to tax obligations in the United States; and
- other United States persons whom Don Partners expressly agrees to evaluate or serve.
The Site is not directed to children under 13. Don Partners does not knowingly collect personal information from children under 13 through the Site. The Site is not offered to persons located outside the United States, and Don Partners does not represent that the Site or its services are appropriate or available in other jurisdictions.
Access to the Site does not guarantee that Don Partners will accept you or your business as a client. We may decline, limit, suspend, or discontinue an inquiry or service relationship when permitted by law, including because of capacity, conflicts, risk, incomplete information, location, service scope, or professional obligations.
2. Nature of the Website and Scripted Intake Assistant
The Site includes an automated, rules-based front-desk intake assistant. It presents prewritten questions and response options in a manually designed sequence to collect lead information, identify a requested service, and facilitate scheduling. It is not a generative artificial-intelligence agent, does not independently reason or make professional judgments, and does not provide tax, accounting, legal, investment, or financial advice.
Some messages may appear instantly or outside ordinary business hours because the sequence is automated. Statements such as "online," "automated intake available now," or similar wording describe the availability of the automated intake flow and do not mean that a Don Partners professional is personally reviewing or responding in real time.
The intake assistant may route, prioritize, or filter inquiries based on answers you submit, but it does not determine eligibility for any tax position, legal right, financial product, or professional service. A human must review any inquiry before Don Partners accepts an engagement or provides professional advice.
3. No Professional Relationship or Advice Through the Site
Site content and scripted messages are provided for general informational and intake purposes only. They are not tax, accounting, legal, investment, or financial advice and should not be relied upon to make or delay a decision.
Submitting information, using the intake assistant, scheduling a consultation, or receiving a response does not create an accountant-client, tax-preparer-client, fiduciary, attorney-client, advisory, or other professional relationship. A professional relationship begins only when Don Partners expressly accepts the engagement in a separate written engagement letter or other written agreement signed or accepted by the appropriate parties.
Do not use the Site for emergencies, filing-deadline extensions, time-sensitive tax elections, responses to government notices, or any matter for which missing a deadline could cause harm. You remain responsible for tracking and meeting all deadlines unless a signed engagement agreement expressly states otherwise.
4. Do Not Submit Highly Sensitive Information Through Public Intake
Do not send Social Security numbers, taxpayer identification numbers, full tax returns, banking credentials, payment-card numbers, passwords, authentication codes, unredacted government identification, or other highly sensitive documents through the public website chat or general contact form.
If Don Partners accepts an engagement, it may provide a separate approved method for exchanging sensitive documents. You are responsible for using only the approved channel and for verifying unusual payment, credential, or document requests through a known Don Partners contact method.
5. User Information and Acceptable Use
You agree to provide information that is accurate, current, complete, and submitted with proper authority. You may not:
- impersonate another person or falsely claim authority to act for a business;
- submit another person's personal, financial, or tax information without authorization;
- use the Site for unlawful, fraudulent, abusive, harassing, defamatory, or deceptive conduct;
- probe, scan, test, disrupt, overload, scrape, reverse engineer, or circumvent the Site or its security;
- upload malware, harmful code, automated traffic, or content that infringes another person's rights;
- copy, frame, mirror, republish, or commercially exploit the Site except as expressly permitted in writing; or
- use information obtained from the Site to build a competing dataset, service, or solicitation list.
We may preserve and disclose information when reasonably necessary to investigate suspected misuse, protect the Site or others, enforce these Terms, or comply with law.
6. Communications Consent
When you separately provide a telephone number or email address and affirmatively request or consent to contact, you authorize Don Partners and service providers acting solely on its behalf to contact you about your inquiry, requested services, contact verification, scheduling, appointment reminders, document requests, service updates, and related follow-up. Contact may occur by telephone call, email, or text message as disclosed at the point of collection.
Consent to receive automated or marketing communications is not a condition of purchasing professional services. Message frequency varies. Message and data rates may apply. You represent that you are the subscriber or customary user of the number provided and will promptly notify us if the number changes.
You may opt out of:
- text messages by replying STOP;
- marketing emails by using the unsubscribe link; and
- other marketing communications by using the contact method stated in the Privacy Policy.
For text-message help, reply HELP or use the contact method shown on the Site. Don Partners may send a single confirmation of an opt-out and may continue non-marketing communications when permitted by law, such as responses you request or communications necessary to an active engagement. Opt-out requests will be honored within the time required by applicable law, including within 10 business days for commercial email under the CAN-SPAM Act.
7. No Guarantee of Availability, Outcome, or Tax Result
The Site, appointment availability, response times, and all content are provided on an "as available" basis. Don Partners does not guarantee that an appointment will be available, that an inquiry will be accepted, or that any strategy, filing, representation, or other service will achieve a particular outcome, refund, tax savings, resolution, or processing time. Government agencies, financial institutions, software providers, and other third parties control many relevant decisions and timelines.
Testimonials, examples, estimates, or descriptions of past matters do not guarantee similar results. Any estimate is subject to verification, assumptions, scope, facts, law, and a separate engagement agreement.
8. Intellectual Property
The Site and all original material made available by Don Partners — including its text, layout, graphics, branding, logos, photographs, video, audio, software, code, workflows, scripted intake sequences, question trees, databases, compilations, and arrangement — are owned by Don Partners or used under license and are protected by United States and international intellectual-property laws.
Copyright © 2026 Don Partners. All rights reserved.
Subject to these Terms, Don Partners grants you a limited, revocable, nonexclusive, nontransferable license to access and use the Site for your own legitimate evaluation of Don Partners' services. No other right or license is granted by implication, estoppel, or otherwise.
Names, logos, service names, and trade dress displayed on the Site may be trademarks of Don Partners or their respective owners. You may not use them in a way that suggests sponsorship, endorsement, or affiliation without written permission.
If you submit comments, questions, feedback, or other material through the Site ("User Submissions"), you retain any ownership rights you already possess. You grant Don Partners a nonexclusive, worldwide, royalty-free license to host, store, reproduce, transmit, and use the User Submission only as reasonably necessary to respond to you, evaluate or provide requested services, operate and secure the Site, maintain business records, improve internal intake operations using appropriately limited information, and comply with law. This license is subject to the Privacy Policy, applicable professional duties, Internal Revenue Code section 7216 and its regulations where applicable, and any signed engagement agreement. It does not authorize Don Partners to publicly identify you, publish confidential tax information, or sell tax return information.
You represent that you have the rights and permissions needed to submit a User Submission. If you believe Site content infringes your copyright, notify Don Partners through the contact method on the Site with identification of the work, the allegedly infringing material, your contact information, a good-faith statement, an accuracy/authority statement under penalty of perjury, and your physical or electronic signature.
9. Privacy, Confidentiality, and Security
Our Privacy Policy explains how we handle personal information. No Internet transmission or storage system is completely secure. The public Site is not a secure client portal and should not be used for highly sensitive data.
If Don Partners receives information in connection with preparing a tax return, its use and disclosure may be restricted by Internal Revenue Code section 7216, Treasury regulations, other tax-professional rules, the Gramm-Leach-Bliley Act, the FTC Safeguards Rule, state law, and professional obligations. Nothing in these Terms authorizes a use or disclosure prohibited by those requirements.
10. Third-Party Services and Links
The Site may rely on or link to third-party services, including hosting, database, authentication, security, email-delivery, scheduling (including Google Calendar and Google Meet), analytics, and communication providers. Third-party services may have separate terms and privacy practices. Don Partners is not responsible for third-party sites or services it does not control, but will use service providers and data for Site operations subject to applicable law and contractual safeguards. Consultation meetings may be recorded or documented as described in the Privacy Policy and appointment notices.
11. Accessibility
Don Partners seeks to provide access to its services for people with disabilities. The Accessibility Statement describes its current accessibility commitment and assistance channel. If you cannot access content or complete an intake step, contact Don Partners using an available telephone or email method and identify the page or feature involved and the accommodation or format requested.
An accessibility statement does not waive any right or defense and does not represent that every feature is free from all accessibility barriers.
12. Disclaimers
TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SITE AND ITS CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE." DON PARTNERS DISCLAIMS ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, SECURITY, AND UNINTERRUPTED AVAILABILITY.
Nothing in this section excludes a warranty or right that cannot lawfully be excluded.
13. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, DON PARTNERS AND ITS OWNERS, PERSONNEL, CONTRACTORS, LICENSORS, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES, LOST PROFITS, LOST DATA, BUSINESS INTERRUPTION, OR DAMAGES ARISING FROM RELIANCE ON SITE CONTENT, EVEN IF ADVISED OF THE POSSIBILITY.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE TOTAL AGGREGATE LIABILITY ARISING FROM OR RELATING TO THE SITE OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) $100 OR (B) THE AMOUNT YOU PAID DON PARTNERS SPECIFICALLY FOR ACCESS TO THE SITE DURING THE SIX MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM.
These limitations do not apply where prohibited by law and do not modify liability established in a separate signed engagement agreement.
14. Indemnification
To the extent permitted by law, you agree to defend, indemnify, and hold harmless Don Partners and its owners, personnel, contractors, and service providers from third-party claims, damages, liabilities, and reasonable costs arising from your unlawful misuse of the Site, material violation of these Terms, unauthorized submission of another person's information, or infringement of a third party's rights.
15. Governing Law and Disputes
These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles. Before filing a claim relating solely to the Site, each party agrees to provide written notice describing the dispute and allow 30 days for a good-faith informal resolution, unless emergency relief or a filing deadline makes that impracticable.
Any court proceeding relating solely to the Site or these Terms must be brought in a state or federal court with jurisdiction in the Texas county where Don Partners maintains its principal office, and each party consents to that venue and jurisdiction. A separate engagement agreement may contain different dispute terms and will control for disputes relating to professional services.
16. Changes, Suspension, and Termination
We may modify the Site or these Terms from time to time. The "Last updated" date identifies the current version. Material changes will be posted through a reasonably conspicuous notice when required by law. Changes apply prospectively from their stated effective date.
We may suspend or terminate Site access for conduct that violates these Terms, threatens security, or creates legal or operational risk. Sections that by their nature should survive termination will survive, including intellectual property, disclaimers, limitations, indemnification, dispute terms, and records-related provisions.
17. General Terms
These Terms and the Privacy Policy are the complete agreement governing public Site use, but they do not replace a signed engagement agreement. If a provision is unenforceable, it will be narrowed to the minimum extent necessary and the remaining provisions will remain effective. Failure to enforce a provision is not a waiver. You may not assign these Terms without our written consent; Don Partners may assign them in connection with a merger, reorganization, asset transfer, or succession, subject to applicable confidentiality and privacy requirements. Headings are for convenience only.
18. Contact
Questions about these Terms may be submitted using the contact method identified on donpartnersfirm.com. Legal notices should be sent to the business mailing address Don Partners identifies in its engagement documents or official business communications.
This page is a counsel-review draft implementation aid and is not a substitute for review by Don Partners' attorney, privacy counsel, professional-liability carrier, or licensing adviser.