Website & Services Disclaimer
Blueprint CPA & Advisory, PLLC - Last Updated: July 2026 - blueprintfinancial.cpa
1. General Disclaimer & No Professional Relationship
Blueprint CPA & Advisory, PLLC, operating under the assumed name Blueprint Financial ("Blueprint CPA & Advisory," "Blueprint Financial," "we," "us," or "our") maintains this website for general informational purposes only. Nothing on this Site constitutes professional accounting, tax, legal, financial, or investment advice, and nothing creates an accountant-client, attorney-client, or other professional relationship. A professional engagement is established only when Blueprint CPA & Advisory, PLLC issues a written engagement document through TaxDome or another approved electronic platform and the client electronically signs and submits it, except where the engagement document expressly requires an additional Firm signature. Visiting this Site, submitting a contact form, scheduling a consultation, or communicating with us before execution of an engagement document does not establish a professional relationship or obligation.
2. No Professional Advice - Website Content
All content on this Site is general in nature and is not tailored to any individual's or entity's specific facts, circumstances, or jurisdiction. Tax laws, accounting standards, and financial regulations are complex, frequently changing, and vary by state and locality. You should not act on any information on this Site without first obtaining advice from a qualified professional with knowledge of your particular situation. Blueprint CPA & Advisory, PLLC expressly disclaims any liability for actions taken or not taken based on the content of this Site.
3. No Guarantee of Outcomes
Blueprint CPA & Advisory, PLLC makes no representation, warranty, or guarantee that engagement of our services will result in any specific tax savings, refund, financial improvement, reduction in tax liability, or other outcome. All results depend on the individual facts, circumstances, applicable law, and agency determinations unique to each client. Past results do not guarantee future outcomes. Tax savings, if any, vary significantly based on individual circumstances and cannot be predicted in advance. Any examples or illustrations on this Site are hypothetical and for informational purposes only.
4. IRC Section 7216 - Tax Return Information
IRC Section 7216 strictly governs the use and disclosure of tax return information by tax return preparers. We may not use your tax return information for any purpose other than preparing your return without your prior written consent that meets the requirements of Treasury Regulations Section 301.7216-3, including identification of the specific use, recipient, and time period. Any required consent form will include the disclosures mandated by federal regulation.
4a. AICPA Statements on Standards for Tax Services (SSTS)
All tax services provided by Blueprint CPA & Advisory, PLLC are performed in accordance with the AICPA Statements on Standards for Tax Services (SSTS), as adopted by the AICPA and incorporated into the AICPA Code of Professional Conduct. Tax services are performed in accordance with the current AICPA Statements on Standards for Tax Services and other applicable professional standards, laws, regulations, and taxing-authority requirements. Our tax professionals exercise professional judgment consistent with those standards on each applicable tax engagement.
5. Service Area & Licensing
Blueprint CPA & Advisory, PLLC is a CPA firm licensed in the State of Illinois, regulated by the Illinois Department of Financial and Professional Regulation (IDFPR) under the Illinois Public Accountancy Act (225 ILCS 450). Services requiring a CPA license are limited to jurisdictions where the firm is properly licensed or otherwise authorized to practice. Nothing on this Site constitutes an offer to provide professional services in any jurisdiction where the firm is not licensed or where such an offer would be unlawful.
5a. Multi-State Practice & Firm Registration
For non-attest services (including bookkeeping, tax preparation, tax planning, payroll, and advisory engagements) provided to clients in states other than Illinois, the firm relies on practice mobility provisions modeled on the Uniform Accountancy Act (UAA) and adopted by most U.S. states, which generally permit Illinois-licensed CPA firms to provide non-attest services to out-of-state clients without separate state licensure or firm registration. Several jurisdictions, however, maintain firm-registration or notification requirements even for non-attest services, including but not limited to Hawaii, Louisiana, North Carolina, and certain types of engagements in Texas. Where applicable state law requires firm registration, notification, or other compliance steps before services can be provided to a resident of that jurisdiction, Blueprint CPA & Advisory, PLLC will complete those steps prior to commencing the engagement, or will decline the engagement and refer the prospective client to an appropriately licensed practitioner. Prospective clients located outside Illinois should expect that initial engagement scoping may include verification of applicable state requirements.
6. Limitation of Liability
To the fullest extent permitted by applicable law, Blueprint CPA & Advisory, PLLC and its members, employees, and agents shall not be liable for any direct, indirect, incidental, consequential, special, or exemplary damages arising from your use of or reliance on this Site or its content. To the extent liability cannot be fully disclaimed under applicable law, the aggregate liability of Blueprint CPA & Advisory, PLLC arising from or related to a specific client engagement shall not exceed the total fees actually paid by that client for the specific engagement giving rise to the claim. This limitation does not apply to liability arising from fraud, gross negligence, willful misconduct, or liability that cannot be excluded under the Illinois Public Accountancy Act or AICPA Code of Professional Conduct.
7. Payroll Services - Client Data Accuracy
Blueprint CPA & Advisory, PLLC processes payroll based exclusively on information provided by the client, including employee data, hours worked, compensation rates, withholding elections, garnishment instructions, and related records. The accuracy and completeness of all data submitted for payroll processing is the sole responsibility of the client. Blueprint CPA & Advisory, PLLC shall not be liable for any penalties, interest, late fees, underpayments, overpayments, or other costs resulting from inaccurate, incomplete, or untimely information provided by the client. Clients are responsible for reviewing all payroll reports and tax filings for accuracy prior to submission deadlines. Blueprint is not responsible for penalties, interest, or other consequences to the extent caused by late, incomplete, inaccurate, or unauthorized client information or instructions. Responsibility for errors caused by Blueprint is governed by the applicable engagement document and applicable law.
8. Advisory Services - Client Decision Authority
All advisory services provided by Blueprint CPA & Advisory, PLLC, including but not limited to tax planning, fractional CFO services, financial forecasting, budgeting, cash flow analysis, entity structure recommendations, and strategic financial guidance, are advisory only in nature. Recommendations, analyses, projections, and financial models provided during advisory engagements represent professional judgment based on information available at the time and are subject to change as facts and circumstances change. The client retains full and final decision-making authority over all financial, business, tax, and operational decisions. Blueprint CPA & Advisory, PLLC supports management's decision-making but does not assume management responsibility. Business, financing, investment, operational, and transaction decisions remain the client's responsibility, and the allocation of responsibilities is governed by the applicable engagement document. Advisory services do not constitute legal advice, investment advice, or securities recommendations, and do not include the preparation of operating agreements, bylaws, shareholder or ownership agreements, or other governing legal documents.
8a. Fractional CFO Services - Scope & Role Limitation
Fractional CFO, CFO-style, or CFO-level services offered by Blueprint CPA & Advisory, PLLC are provided on a non-attest, contract advisory basis only. The firm and its personnel do not serve as corporate officers, directors, employees, agents, fiduciaries, or signatories of any client entity, and do not hold or exercise any officer-level authority, fiduciary duty, or statutory responsibility on behalf of the client. The client's own officers, directors, and governance bodies retain all corporate authority, signing authority, fiduciary duties, and statutory obligations. Marketing references on this Site (including but not limited to "CFO-level financial guidance," "CFO-style calls," "fractional CFO services," and similar terms) describe the advisory nature and quality of the services provided and do not create, imply, or establish an officer relationship, employment relationship, or fiduciary relationship between the firm and the client or any third party.
8b. Financial Reports - Not Audited; No Third-Party Reliance
Management reports, dashboards, forecasts, budgets, and other work product prepared by Blueprint CPA & Advisory, PLLC in connection with bookkeeping or advisory engagements are management-use reports only. They are not audited, reviewed, or compiled within the meaning of the AICPA Statements on Standards for Attestation Engagements (SSAE) or Statements on Standards for Accounting and Review Services (SSARS), and no assurance of any kind is provided on them. These reports are not intended for reliance by lenders, investors, regulators, acquirers, or any other third party for any purpose. Clients seeking assurance-level or third-party-reliance financial statements must engage a firm that provides attest services. Any third party reviewing these reports does so at its own risk and without professional assurance from the Firm.
Where Blueprint CPA & Advisory, PLLC is separately engaged to perform financial statement preparation services, that work is governed by a separate written engagement and is performed under AR-C section 70 of the SSARS (SSARS No. 21, as amended). A financial statement preparation engagement still provides no assurance (no audit, review, or compilation) but is governed by the terms of that separate engagement, which identify the financial reporting framework and any intended use, including any use by a third party such as a lender.
8c. Service-Level Commitments - Standard Business Hours
Any service-level commitments referenced on this Site (including but not limited to "priority portal and email support," "highest-priority portal and email support," and stated acknowledgment targets) apply only during standard business hours, defined as Monday through Friday, 9:00 AM to 5:00 PM Central Time, excluding Saturdays, Sundays, federal holidays, firm holidays, and announced firm-closure periods. Messages received outside standard business hours are treated as received on the next business day. "Response" and "acknowledgment" refer to initial acknowledgment of the client communication; complete resolution times vary based on complexity, scope, and the availability of required information. Service-level commitments are not guarantees and are subject to suspension or modification in the event of illness, emergency, force majeure, or other circumstances beyond the firm's reasonable control, with reasonable notice to the client where practicable. Specific response and turnaround expectations for any engagement are governed by the terms of the signed engagement document for that engagement.
8d. Pricing - Scope-Based and Subject to Change
References to "fixed monthly pricing," "fixed monthly fees," or similar terms on this Site refer to fixed monthly pricing for a defined scope of services agreed upon in a signed engagement document. Fees are scoped based on factors including (but not limited to) transaction volume, business complexity, entity structure, and service tier. Changes in client circumstances that materially change the scope of services (including but not limited to growth in transaction volume, addition of entities, changes in business complexity, new service requests, or changes in regulatory requirements) may result in a scope re-evaluation and fee adjustment, subject to advance notice and client consent. A one-time onboarding and implementation fee applies to all engagements and is scoped at consultation. "Fixed" refers to the predictability of the monthly fee within the agreed scope and does not imply an unchangeable fee regardless of scope. Ongoing engagements are subject to the initial term and automatic-renewal provisions set out in Section 8f and Section 8h of this Disclaimer.
8e. Credential & Experience Claims
Statements on this Site regarding professional credentials (including but not limited to CPA licensure), years of experience (including but not limited to "10+ Years in Financial Planning & Analysis"), and prior professional background (including but not limited to "Fortune 100 Corporate Finance experience") reflect the verifiable professional background of the firm's principal(s) as of the Last Updated date shown on this Site. Documentation confirming such credentials and background is available upon reasonable request in connection with a prospective or active engagement. Blueprint CPA & Advisory, PLLC does not guarantee that any individual engagement will be staffed by the same principal for all work, although the firm's principal maintains oversight of all client engagements.
8f. Engagement Term & Automatic Renewal
Ongoing client engagements (bookkeeping, recurring tax preparation, payroll, advisory, fractional CFO, and similar recurring services) begin with a signed engagement document covering an initial one (1) year term, commencing on the engagement document effective date. The initial term includes a 60-day good-faith period during which either party may terminate the engagement for any reason or no reason upon written notice, with no further obligation beyond fees earned through the termination effective date. At the expiration of the initial 1-year term, the engagement automatically continues on a month-to-month basis unless terminated by either party in accordance with Section 8g below. The month-to-month continuation renews automatically each calendar month at the then-current fee and scope, subject to any scope or fee adjustments communicated and agreed in writing in advance. During the month-to-month renewal period, either party may terminate the engagement for any reason upon thirty (30) days’ written notice. Short-term, project-based, or one-time engagements (including but not limited to cleanup and catch-up bookkeeping, standalone tax return preparation, entity formation, and individual advisory projects) are scoped separately in their own engagement documents and are not subject to the 1-year initial term described above.
8g. Termination Rights & Procedures
Termination after the initial term. Following the expiration of the initial 1-year term, either party may terminate the engagement for any reason or no reason upon thirty (30) days' written notice to the other party.
Termination for Cause during the Initial Term after 60 days. Following the sixty-day good-faith evaluation period described in Section 8f and continuing through the remainder of the Initial Term, either party may terminate the engagement or an affected recurring service only for Cause, as defined in the applicable engagement document. That engagement document controls the applicable definition of Cause, notice requirements, cure period, payment obligations, refund rights, and transition responsibilities.
File return and handoff. Upon termination for any reason, Blueprint CPA & Advisory, PLLC will return client-provided records in accordance with AICPA Code Rule 1.400.200 (Records Requests) and applicable Illinois rules, regardless of any fee dispute. Firm work papers and internally-developed documentation remain the property of the firm. The firm will reasonably cooperate in the transition to a successor provider.
Prepaid fees. Any prepaid fees for services not yet rendered as of the termination effective date will be refunded to the client on a pro-rata basis, net of any unpaid earned fees and any early-termination amounts payable under the engagement document.
Confidentiality and post-termination obligations. The firm's confidentiality obligations under the AICPA Code of Professional Conduct, IRC §7216, GLBA, and this Policy survive termination of the engagement indefinitely with respect to client confidential information.
8h. Automatic Renewal Disclosure (Multi-Jurisdictional Clients)
In compliance with the California Automatic Renewal Law (Cal. Bus. & Prof. Code §17600 et seq.) and similar automatic-renewal statutes in other states (including but not limited to New York, Illinois, Virginia, Oregon, and Washington), the firm provides the following disclosures for ongoing engagements that renew automatically:
- Automatic renewal. At the expiration of the initial 1-year term, your engagement will automatically continue on a month-to-month basis at the then-current fee and scope, and will continue each month until terminated in accordance with Section 8g (which provides 30 days’ written notice for any reason during the month-to-month renewal period).
- Cancellation. You may cancel the month-to-month continuation at any time, for any reason, upon 30 days' written notice sent to contact@blueprintfinancial.cpa or by written notice delivered through the secure client portal. No fee is charged for cancellation in the month-to-month period.
- Affirmative consent. Your signed engagement document evidences your affirmative consent to the initial 1-year term (including the 60-day good-faith period), and the automatic month-to-month continuation described above. You will receive a written acknowledgment of the engagement terms at signing.
- Fee or term changes. Any material change to fees or scope during the month-to-month continuation will be communicated to you in writing at least 30 days in advance, and you may cancel without penalty before such change takes effect.
8i. Annual Prepayment Discount
As an alternative to monthly billing during the initial 1-year term, clients may elect to prepay the full initial-year engagement total in advance. Clients who elect this option receive a 5% discount applied to the initial-year engagement total, reflecting the operational and administrative benefit of advance payment. The following terms apply:
- Election timing. The annual prepayment option must be elected and the prepayment received in full prior to the engagement start date set out in the engagement document.
- 60-day good-faith period. The 60-day good-faith walk-away period described in Section 8f continues to apply to prepaid engagements. A client who terminates during the 60-day period will receive a refund of unused monthly amounts calculated on a pro-rata basis at the discounted (5%-off) monthly rate, with no further obligation beyond fees earned through the termination effective date.
- Termination after 60 days during the Initial Term. Following the sixty-day good-faith evaluation period, termination rights during the remainder of the Initial Term are governed by the applicable engagement document and are limited to termination for Cause as defined there. Any refund due will be calculated under the annual prepayment provisions of the engagement document.
- End of initial term and renewal. The 5% prepayment discount applies only to the initial 1-year term. Upon expiration of the initial term, the engagement converts to month-to-month at the standard (non-discounted) monthly rate in effect at that time, in accordance with Section 8f and Section 8h. Subsequent annual prepayments may be available at the firm's discretion and will be addressed in writing prior to renewal.
- Scope and fee changes during prepaid term. If a material change to scope occurs during the prepaid initial term that would warrant a fee adjustment under Section 8d (such as significant growth in transaction volume or addition of entities), the firm will discuss the change in writing and the parties will agree on the appropriate handling, which may include a supplemental invoice for additional scope or a revised engagement document for the remainder of the term.
- No fee waiver of onboarding. The one-time onboarding and implementation fee referenced in Section 8d is separate from the recurring monthly fees and is not subject to the 5% prepayment discount.
9. Governing Law & Venue
This Disclaimer is governed by and construed in accordance with the laws of the State of Illinois, without regard to its conflict of law principles. Any dispute arising under or relating to this Disclaimer, the use of this Site, or any pre-engagement communication shall be resolved exclusively in the state courts of Cook County, Illinois, or the U.S. District Court for the Northern District of Illinois, Eastern Division. You irrevocably consent to the personal jurisdiction and venue of such courts and waive any objection based on improper venue or inconvenient forum.
10. Professional Licensing & Complaints
Blueprint CPA & Advisory, PLLC is registered as a PLLC with the Illinois Secretary of State. The firm's CPA is licensed by, and subject to the disciplinary jurisdiction of, the Illinois Department of Financial and Professional Regulation (IDFPR), and adheres to the AICPA Code of Professional Conduct as the recognized standard of professional conduct. Complaints regarding professional conduct may be directed to the Illinois Department of Financial and Professional Regulation (IDFPR).
11. Contact
Blueprint CPA & Advisory, PLLC - contact@blueprintfinancial.cpa - blueprintfinancial.cpa
