Terms & Conditions

BridgeOne Financial Group LLC

Effective Date: August 28, 2026

Welcome to BridgeOne Financial Group LLC (“BridgeOne,” “we,” “us,” or “our”). These Terms & Conditions govern your use of our website and your interactions with BridgeOne through this website.

By accessing or using this website, submitting an inquiry, scheduling a consultation, or otherwise using website features, you agree to these Terms & Conditions.

1. Website Information

The information provided on this website is intended for general informational and educational purposes only.

Nothing on this website constitutes individualized tax, accounting, financial, legal, investment, or other professional advice.

Tax laws and regulations are complex and may change. The application of tax laws depends on each taxpayer’s individual facts and circumstances. You should not take or refrain from taking action solely based on general information contained on this website.

2. Professional Services and Client Relationship

Use of this website, submission of a contact form, subscription to communications, or participation in an initial consultation does not by itself create an accountant-client, tax preparer-client, advisory, fiduciary, or other professional relationship with BridgeOne.

A professional engagement begins only when BridgeOne agrees to provide specific services and any required engagement terms, authorizations, documentation, or payment arrangements have been completed.

Specific professional services may be governed by a separate engagement letter, service agreement, authorization, or other written terms. If there is a conflict between these website Terms & Conditions and a signed engagement agreement relating to professional services, the applicable engagement agreement will control with respect to that engagement.

3. Our Services

BridgeOne may provide services including tax return preparation, tax planning, bookkeeping, accounting support, payroll-related assistance, business advisory services, tax notice assistance, and representation before the Internal Revenue Service or state taxing authorities when properly authorized.

The availability and scope of services may vary based on the client's circumstances, applicable law, professional authorization, staffing, deadlines, and other factors.

BridgeOne reserves the right to accept or decline any engagement when reasonably appropriate.

4. Client Responsibilities

Clients are responsible for providing complete, accurate, timely, and truthful information necessary for the services requested.

BridgeOne generally relies on information and documents supplied by clients and third parties and is not responsible for independently auditing or verifying all information unless a particular engagement specifically requires such procedures.

Clients remain responsible for reviewing tax returns, financial information, elections, payment instructions, and other documents before approval, filing, or submission.

Clients must promptly inform BridgeOne of errors, omissions, notices, changes in circumstances, or other information that may affect the services being provided.

5. Tax Return Preparation

Tax returns are prepared based on information provided by the client and applicable tax law, regulations, administrative guidance, and professional standards.

Unless otherwise expressly agreed, a tax preparation engagement is not an audit, examination, review, or assurance engagement, and BridgeOne does not independently verify every item supplied by a client.

The client has ultimate responsibility for the completeness and accuracy of information reported on the client's tax returns and for reviewing a return before authorizing its filing.

BridgeOne may request additional documentation or clarification when reasonably necessary and may decline to file or complete a return if required information is not provided.

6. Electronic Filing

When electronic filing is available and appropriate, BridgeOne may transmit authorized tax returns through approved electronic filing systems.

A tax return is not considered successfully filed merely because it has been transmitted. Filing is subject to acceptance by the IRS or applicable state taxing authority.

If an electronically filed return is rejected, additional information or corrective action may be required. Clients are responsible for responding promptly to requests for information necessary to correct and retransmit a rejected return.

7. Filing Deadlines and Extensions

Clients are responsible for providing requested records sufficiently in advance of applicable filing deadlines.

BridgeOne cannot guarantee completion of a return or other filing by a particular deadline when information is received late, incomplete, or requires additional review.

An extension of time to file a tax return generally does not extend the time to pay taxes due. Clients remain responsible for timely payment of taxes, estimated taxes, penalties, interest, and other amounts required by law.

BridgeOne is not responsible for penalties or interest attributable to a client’s failure to provide timely and accurate information, make required payments, respond to requests, or follow filing or payment instructions.

8. Tax Planning and Estimates

Tax planning, projections, estimated tax calculations, and advisory recommendations are based on information available at the time the analysis is performed.

Actual tax results may differ because of changes in income, deductions, transactions, legislation, regulations, administrative guidance, court decisions, or other circumstances.

BridgeOne does not guarantee a particular refund amount, tax liability, tax savings, audit outcome, or other financial result.

9. IRS and State Tax Representation

BridgeOne may provide representation or assistance concerning IRS or state tax matters when the engagement is accepted and the appropriate authorization has been completed.

Representation may require Form 2848, Form 8821, state authorization forms, or other documentation.

Engaging BridgeOne does not guarantee abatement of penalties, reduction of tax, acceptance of a position, successful appeal, installment agreement, offer in compromise, refund, or any other particular result.

Final decisions regarding examinations, collections, appeals, penalties, refunds, and other tax matters are made by the applicable government authority.

10. Fees and Payment

Professional fees may be based on the type and complexity of services, time required, forms or filings involved, records provided, urgency, additional research, representation requirements, or other engagement-specific factors.

Fees and payment terms may be described in a separate engagement letter, invoice, proposal, or service agreement.

Additional work outside the originally agreed scope may result in additional fees.

BridgeOne may require deposits, retainers, advance payments, or payment before filing or releasing completed work when disclosed as part of the engagement terms.

11. Confidentiality and Tax Return Information

BridgeOne treats client information as confidential and handles tax return information in accordance with applicable federal law and professional requirements.

Federal law restricts a tax return preparer’s disclosure or use of tax return information for purposes other than authorized tax return preparation activities, subject to legally permitted exceptions and taxpayer consent requirements.

Where a separate taxpayer consent is required by law, acceptance of these Terms & Conditions does not constitute or replace that consent.

12. Electronic Communications and Document Transmission

BridgeOne may communicate with clients through email, telephone, secure portals, videoconferencing platforms, electronic signatures, and other electronic systems.

Electronic communications involve inherent security and delivery risks. Clients should not transmit Social Security numbers, banking records, complete tax documents, passwords, or similarly sensitive information through ordinary email or general website contact forms when a secure transmission method has been provided.

Clients are responsible for maintaining the security of their own email accounts, devices, passwords, and portal credentials.

13. Privacy and Data Security

Personal and client information is handled in accordance with our Privacy Policy and applicable privacy and information-security requirements.

BridgeOne maintains safeguards designed to protect customer information, but no electronic communication, storage system, or website can be guaranteed to be completely secure.

Tax preparation firms are among the types of financial institutions identified by the FTC Safeguards Rule, which requires covered firms to maintain an appropriate written information-security program.

14. Third-Party Services

BridgeOne may use third-party service providers to support tax preparation, electronic filing, accounting software, bookkeeping systems, secure document exchange, payment processing, cloud services, email communications, scheduling, electronic signatures, and other business operations.

Use of certain third-party services may also be governed by the provider's own terms, privacy policies, and security practices.

BridgeOne is not responsible for outages, interruptions, errors, or other circumstances that are outside its reasonable control and arise solely from third-party systems.

15. Website Security and Acceptable Use

You may not misuse this website, attempt unauthorized access to systems or accounts, introduce malicious software, interfere with website operations, scrape or extract website content through unauthorized automated means, impersonate another person, submit fraudulent information, or use this website for unlawful purposes.

BridgeOne may restrict access when reasonably necessary to protect its systems, clients, users, or business operations.

16. Intellectual Property

The BridgeOne Financial Group name, logo, branding, original website text, graphics, educational materials, templates, and other proprietary content are owned by or licensed to BridgeOne Financial Group LLC and are protected by applicable intellectual property laws.

Website content may not be copied, reproduced, republished, sold, distributed, or commercially exploited without appropriate authorization.

17. No Guarantee of Results

Tax, accounting, and advisory matters involve professional judgment and may be affected by facts, documentation, changing laws, government interpretations, and decisions made by tax authorities.

BridgeOne does not guarantee any particular tax refund, tax savings, financial result, business outcome, audit result, penalty abatement, settlement, or governmental determination.

Past results do not guarantee future outcomes.

18. Disclaimer of Website Warranties

This website and its general informational content are provided on an “as available” basis.

While BridgeOne attempts to provide accurate and useful information, we do not warrant that all website content will always be complete, current, error-free, or appropriate for every taxpayer or circumstance.

Professional advice should be based on an individualized review of the relevant facts.

19. Limitation of Liability

To the fullest extent permitted by applicable law, BridgeOne Financial Group LLC will not be liable for indirect, incidental, special, punitive, or consequential damages arising solely from use of or inability to use this website or reliance on general website content.

Nothing in these Terms & Conditions is intended to waive or limit any right or liability that cannot lawfully be waived or limited.

Liability relating to a specific professional engagement may also be governed by the applicable engagement agreement.

20. Third-Party Links

This website may contain links to government agencies, financial institutions, software providers, educational resources, or other third-party websites.

Links are provided for convenience and informational purposes and do not necessarily constitute an endorsement.

BridgeOne does not control and is not responsible for the content, availability, privacy practices, security, or terms of third-party websites.

21. Changes to These Terms

BridgeOne may update these Terms & Conditions from time to time to reflect changes in our services, business practices, technology, or legal requirements.

When changes are made, the revised Terms & Conditions will be posted on this page and the Effective Date will be updated.

22. Governing Law

These Terms & Conditions are governed by the laws of the State of Washington, without regard to conflict-of-law principles, except where applicable law requires otherwise.

Any dispute relating solely to use of this website will be subject to applicable federal and Washington law.

23. Contact Information

If you have questions regarding these Terms & Conditions, please contact:

BridgeOne Financial Group LLC
1800 136th Pl NE, Suite 102
Bellevue, WA 98005
Email: info@BridgeOneTax.com
Website: www.BridgeOneTax.com