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Terms & Conditions

Terms and Conditions

 

Effective Date: January 2025
Last Updated: July 2025

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Welcome to DAT Advisors. These Terms and Conditions ("Terms") govern your use of our website located at [yourwebsite.com] ("Website") and the services we provide, including tax preparation, bookkeeping, and business consulting ("Services").

1. Acceptance of Terms

By accessing or using our Website or Services, you agree to be bound by these Terms. If you do not agree, please do not use our Website or Services.

2. Services Provided

We offer professional services in:

  • Tax preparation and planning

  • Bookkeeping and accounting

  • Business consulting and advisory

All services are subject to availability and may require a signed engagement letter.

3. Client Responsibilities

You agree to:

  • Provide accurate and complete information.

  • Cooperate with us in a timely manner.

  • Review and approve documents before submission to third parties (e.g., IRS).

4. Fees and Payment

Fees for services will be disclosed prior to engagement. Payment is due upon receipt of invoice unless otherwise agreed. Late payments may incur additional charges.

5. Confidentiality

We maintain strict confidentiality of all client information in accordance with applicable laws and professional standards. Please refer to our [Privacy Policy] for more details.

6. Intellectual Property

All content on this Website, including text, graphics, logos, and software, is the property of DAT Advisors and protected by intellectual property laws. You may not reproduce, distribute, or exploit any content without our written permission.

7. Limitation of Liability

We are not liable for any indirect, incidental, or consequential damages arising from your use of our Website or Services. Our total liability is limited to the amount paid for the specific service.

8. Third-Party Links

Our Website may contain links to third-party websites. We are not responsible for the content or practices of these websites.

9. Termination

We reserve the right to terminate or suspend access to our Website or Services at our discretion, without notice, for conduct that violates these Terms or is harmful to other users or us.

10. Governing Law

These Terms are governed by the laws of the State of [Your State], without regard to its conflict of law principles.

11. Changes to Terms

We may update these Terms from time to time. Continued use of the Website after changes constitutes acceptance of the new Terms.

12. Contact Us

If you have any questions about these Terms, please contact us at:
info@datadvisorsllc.com

(888) 381-8937

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SMS Terms & Conditions

 

1. SMS Consent Communication:

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communications:

If you have consented to receive text messages from DAT Advisors, LLC, you may receive messages related to the following:

  • Appointment reminders

  • Follow-up messages

  • Billing inquiries

  • Promotions or offers (if applicable)​

3. Message Frequency:

Message frequency may vary depending on the type of communication.

4. Potential Fees for SMS Messaging: 

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

 5. Opt-In Method:

You may opt in to receive SMS messages from DAT Advisors, LLC in the following way

  • By message us first

6. Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at www.datadvisorsllc.com

  • Additional Options:

  • If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.​

8.Standard Messaging Disclosures:

  • Message and data rates may apply.

  • You can opt out at any time by texting "STOP."

  • For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.

  • Message frequency may vary

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