Refund Policy

(A) Software Licenses and Subscriptions (including, without limitation, QuickBooks, Xero, and similar platforms)
(B) Recurring Service Agreements (including accounting and administrative retainer services)
(C) Specialized Services and Consulting Engagements

BTA Group LLC facilitates client access to certain third-party software applications and platforms used in connection with financial management and related business operations.

Subscription Cancellation:

Committed Term: All licenses and subscriptions are subject to the billing term selected at the time of purchase, whether monthly, annual, or otherwise stated. Such licenses and subscriptions may not be canceled prior to the expiration of the applicable term.

Non-Renewal Notice: To prevent automatic renewal, the Client must submit a written cancellation request to BTA Group LLC no fewer than seven (7) business days prior to the applicable renewal date. This notice period is required to allow processing with the relevant third-party software provider.

Refund Eligibility:

Applicable Refund Period: Certain providers, including but not limited to Microsoft and Intuit, may offer a limited refund period of seven (7) days following renewal, subject to such provider’s then-current policies.

Client Responsibility: The Client is solely responsible for confirming with BTA Group LLC the refund period applicable to the specific product or subscription at issue. Activated licenses, utilized subscriptions, and services already rendered are non-refundable, except where expressly required by the applicable provider of policy or governing law.

Refund Window: Some providers (such as Microsoft or Intuit) offer a limited seven (7) day window after renewal to request refunds.

Client Responsibility: It is the Client’s responsibility to confirm with BTA Group LLC the exact window applicable to their specific product. Activated licenses or services already rendered are non-refundable.

B. Recurring Service Agreements 

Recurring monthly service arrangements with BTA Group LLC constitute ongoing contractual commitments entered into in reliance upon staffing allocation, scheduling, and resource planning.

Nature of the Agreement: Such services are provided pursuant to a fixed contractual term (for example, twelve (12) months), as set forth in the applicable Master Services Agreement (MSA) executed with BTA Group LLC.

Cancellation and Early Termination:

No Early Cancellation: Consistent with the parties agreed commitment; recurring service contracts are not subject to unilateral early cancellation by the Client.

Expiration of Term: The agreement may be terminated only upon expiration of its original term and upon such prior written notice as may be required under the applicable MSA.

Early Buyout Option: The sole method for terminating the agreement prior to expiration is payment in advance of an amount equal to one hundred percent (100%) of the fees due for the remaining balance of the contractual term payable to BTA Group LLC.

This section applies to one-time or project-specific services, including, without limitation, annual tax return preparation, audits, and administrative consulting engagements.

Services in Progress: No refund shall be issued for services for which professional or technical time has already been incurred; work has commenced, or document review and analysis has begun.

Appointment Cancellations: Appointments canceled with less than twenty-four (24) hours’ prior notice, as well as client no-shows, shall not be eligible for any credit, rescheduling right, or refund of deposits previously paid to BTA Group LLC, unless otherwise approved in writing.

General Administrative Provisions 

1. Refund Request Procedure To initiate a refund or cancellation request, the Client must contact the BTA Group LLC team using the information set forth below:

Email: office@btagroupllc.com
Phone: +1 787-931-2824

Submission Requirements: The request must include the Client’s name, the applicable invoice number, and a brief statement describing the basis for the request. Approved refunds, if any, will generally be processed within seven (7) to ten (10) business days and returned to the original method of payment, unless otherwise required by the payment processor or applicable law.

2. ACH Payments In the event of a refund relating to a payment made by ACH or other direct debit method, BTA Group LLC will process such refund in accordance with applicable NACHA rules and other payment network requirements to help ensure the secure and compliant return of funds.

3. Corporate Contact Information For questions regarding this policy, the Client may contact BTA Group LLC as follows:

Address: Carretera 107 KM 2.5, Borinquen, Aguadilla 00603, Puerto Rico.

Corporate Contact 

For any questions or clarifications regarding this policy, please contact BTA Group LLC:

Email: office@btagroupllc.com
Phone: +1 787-931-2824
Address: Carretera 107 KM 2.5, Borinquen, Aguadilla 00603, Puerto Rico.