Russell Partners LLC

Terms & Conditions

Last updated: October 2025

Welcome to Russell Partners LLC. By scheduling or engaging services with our firm, you agree to the following Terms & Conditions, which outline our professional standards, confidentiality practices, and engagement policies.

1. Scope of Services

Russell Partners LLC provides executive-level accounting, bookkeeping, tax preparation, fractional CFO, business consulting, and administrative document preparation services. We operate with the precision and discretion expected of high-value professional firms.

Russell Partners is not a law firm and does not provide legal advice, representation, or opinions. All work is performed in accordance with Massachusetts General Law Chapter 222 and applicable federal regulations.

2. Engagement & Client Responsibility

Clients are expected to provide complete, accurate, and timely information required to deliver services effectively. Our insights and recommendations rely on the accuracy of the information provided. We are not responsible for delays, penalties, or losses arising from omitted or inaccurate data.

3. Payment, Refund & Cancellation Policy

All appointments and services must be prepaid to confirm scheduling. Cancellations or rescheduling requests must be made at least 24 hours prior to the appointment time. Missed or same-day cancellations are non-refundable.

Once document preparation, tax work, or administrative processing has begun, all payments are final. If a refund is approved, it will exclude merchant and administrative processing fees.

4. Confidentiality & Data Protection

Russell Partners upholds strict confidentiality standards consistent with federal privacy laws, professional ethics, and IRS data protection requirements. Client data is encrypted and stored securely.

Information may be shared confidentially with authorized agencies or third parties only when necessary to complete a requested service—such as IRS or state filings, business registration portals, or verification systems.

5. Professional Limitations

All templates, reports, and materials are provided solely for administrative or informational purposes and do not constitute legal representation. Our liability, in any instance, shall not exceed the fees paid for the specific engagement in question.

6. Compliance & Ethical Standards

Russell Partners adheres to the highest standards of integrity, compliance, and fiduciary accountability. We operate in full alignment with the regulations governing notarial and administrative service providers under Massachusetts and federal law.

7. Contact Information

Russell Partners LLC
Newton, Massachusetts
📧 info@russellpartners.org
🌐 www.russellpartners.org