Privacy Policy

Effective Date: February 2026
Company Name: Bluetree Accounting LLC
Website: bluetreeaccounting.com

Bluetree Accounting LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, and safeguard information when you visit our website.

1. Information We Collect

We may collect the following types of information:

Information You Provide Voluntarily

Name
Email address
Phone number
Business name
Any information submitted through contact forms

Automatically Collected Information

When you visit our website, certain information may be collected automatically, such as:

IP address
Browser type
Device information
Pages visited
Date and time of visit

This information may be collected using cookies or analytics tools.

2. How We Use Your Information

We may use collected information to:

Respond to inquiries
Provide requested services
Improve our website functionality
Communicate with prospective or existing clients
Comply with legal obligations

We do not sell or rent your personal information to third parties.

3. Cookies & Tracking Technologies

Our website may use cookies and similar technologies to enhance user experience and analyze website traffic.

You may disable cookies through your browser settings. However, some features of the website may not function properly without cookies.

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information.

However, no method of internet transmission or electronic storage is completely secure. We cannot guarantee absolute security.

5. Third-Party Services

We may use third-party services such as:

Website hosting providers
Email communication platforms
Analytics tools

These providers may have access to limited information necessary to perform their services but are not permitted to use it for other purposes.

6. Professional Confidentiality

If you become a client of Bluetree Accounting LLC, your information will also be protected under applicable professional standards and confidentiality obligations.

Client data protection terms are further governed by individual engagement agreements.

7. Your Rights

Depending on your location, you may have rights regarding your personal information, including:

Requesting access to your information
Requesting corrections
Requesting deletion (subject to legal and professional record keeping requirements)

To make a request, please contact us using the information below.

8. Children’s Privacy

Our website is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be reflected by updating the effective date.

10. Contact Information

If you have questions about this Privacy Policy, please contact:

Bluetree Accounting LLC
305 Horizon Way. Northlake, TX 76247
info@bluetreeaccounting.com
972-275-9881

Terms & Conditions

Effective Date: February 2026
Company Name: Bluetree Accounting LLC

Welcome to bluetreeaccounting.com. By accessing or using this website, you agree to the following Terms & Conditions.

1. General Information Only

The content provided on this website is for informational purposes only and does not constitute accounting, tax, financial, or legal advice.

Viewing this website or contacting Bluetree Accounting LLC through this website does not create a client relationship.

Professional services are only provided after a signed engagement agreement is in place.

2. No Guarantee of Results

All financial, tax, and advisory services depend on accurate information provided by the client.

Bluetree Accounting LLC does not guarantee specific financial outcomes, tax savings, or business performance results.

3. Client Responsibilities

Clients are responsible for:

Providing accurate and complete financial information
Timely submission of requested documentation
Reviewing financial statements and tax filings
Maintaining proper record retention

Failure to provide accurate or timely information may impact service delivery.

4. Confidentiality

We maintain strict confidentiality of client information in accordance with applicable professional standards and laws.

However, no method of electronic transmission or storage is completely secure. While we implement reasonable safeguards, we cannot guarantee absolute security.

5. Intellectual Property

All content on this website, including text, branding, logos, and materials, is the property of Bluetree Accounting LLC and may not be reproduced without written permission.

6. Limitation of Liability

To the fullest extent permitted by law, Bluetree Accounting LLC shall not be liable for any indirect, incidental, or consequential damages arising from the use of this website or reliance on its content.

Our liability for professional services is governed by the terms outlined in individual engagement agreements.

7. Third-Party Links

This website may contain links to third-party websites. Bluetree Accounting LLC is not responsible for the content, policies, or practices of those external sites.

8. Governing Law

These Terms & Conditions are governed by the laws of the State of Texas.

Any disputes shall be resolved in the appropriate courts located in Texas.

9. Changes to These Terms

Bluetree Accounting LLC reserves the right to update or modify these Terms & Conditions at any time without prior notice. Updates will be reflected by the revised effective date.

Refund Policy

1. Professional Services

All accounting, bookkeeping, tax, and consulting services are considered professional services delivered through time, expertise, and analysis.

Once services have been performed, fees are non-refundable.

2. Monthly Service Agreements

For clients on recurring monthly service plans:

Monthly fees are billed in advance.
Services begin once payment is received.
If a client chooses to terminate services, written notice is required.
No partial refunds are issued for work already performed or time reserved.

Any outstanding work completed prior to termination remains billable.

3. Project-Based Services

For cleanup projects, tax preparation, or one-time engagements:

Deposits are non-refundable once work has begun.
If a project is canceled before work begins, a refund may be issued minus any administrative or consultation time already incurred.

4. Tax Preparation Services

Tax preparation fees are non-refundable once:

The return has been prepared and delivered, or
The return has been filed with the appropriate tax authority.

Clients are responsible for reviewing returns prior to filing.

5. Billing Disputes

If you believe a billing error has occurred, you must notify Bluetree Accounting LLC in writing within 7 days of the invoice date. We will review and respond promptly.

6. Exceptional Circumstances

Refunds may be issued at the sole discretion of Bluetree Accounting LLC in rare and exceptional circumstances.