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Terms and Conditions

Effective Date: January 11, 2026
Contents
  • 1. Acceptance of Terms
  • 2. Services Provided
  • 3. No Guarantee of Refund
  • 4. Client Responsibilities
  • 5. Fees
  • 6. Limitation of Liability
  • 7. Intellectual Property
  • 8. Governing Law
  • 9. Termination
  • 10. Contact Information
  • 11. Circular 230 Disclosure
  • 12. Data Security Statement
  • 13. Consent to Disclose Tax Return Information
Important notice

By accessing or using https://simplyeasytax.com/, you agree to these Terms and Conditions. If you do not agree, please do not use our website or services.

Website notice: This website does not process payments and does not use analytics tracking.

1. Acceptance of Terms

By accessing or using https://simplyeasytax.com/ (the "Website"), you agree to these Terms and Conditions. If you do not agree, please do not use our Website or services.

2. Services Provided

Simply Easy Tax provides professional tax preparation and related consulting services within the United States. We prepare tax returns based on information provided by you. You are responsible for ensuring that all information submitted is accurate and complete.

3. No Guarantee of Refund

While we strive to maximize lawful deductions and credits, we do not guarantee:

  • A specific refund amount
  • That you will receive a refund
  • That the IRS or state authorities will not audit your return

Tax outcomes depend on the information provided and the current tax laws.

4. Client Responsibilities

You agree to:

  • Provide complete and accurate information
  • Submit all required documents
  • Review your tax return before signing
  • Notify us of any errors promptly

Failure to provide accurate information may result in penalties or additional tax liability.

5. Fees

Fees for services will be disclosed before engagement. Payment arrangements are handled separately from the Website.

6. Limitation of Liability

Simply Easy Tax is not liable for:

  • Errors caused by incomplete or incorrect information provided by the client
  • IRS penalties resulting from undisclosed income or documents
  • Delays caused by tax authorities

Our liability is limited to the amount paid for services rendered.

7. Intellectual Property

All content on this Website, including text, logos, and branding, is the property of Simply Easy Tax and may not be copied or reproduced without permission.

8. Governing Law

These Terms shall be governed by the laws of the Commonwealth of Pennsylvania and applicable federal laws of the United States.

9. Termination

We reserve the right to refuse or terminate services if:

  • Fraudulent information is provided
  • Required documentation is not supplied
  • Engagement terms are violated

10. Contact Information

Simply Easy Tax
142 Northslope II Road
East Stroudsburg, PA 18302
Phone: 1-800-785-2481

11. Circular 230 Disclosure

Pursuant to U.S. Treasury Department Circular 230 regulations: Any tax advice provided by Simply Easy Tax is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Tax advice is based on information provided by the client and current tax law, which is subject to change.

12. Data Security Statement

Simply Easy Tax takes the protection of taxpayer data seriously and follows IRS Publication 4557 guidelines. We implement reasonable safeguards including:

  • Secure document handling procedures
  • Limited access to client data
  • Password-protected systems
  • Secure storage of physical records
  • Encrypted portals when applicable

While we take strong precautions, no system can guarantee absolute security. Clients are encouraged to submit documents through secure methods.

13. Consent to Disclose Tax Return Information (IRS Code §7216 Compliance)

Federal law requires your written consent before we can disclose or use your tax return information for purposes other than preparing and filing your tax return. We will not disclose or use your tax return information without your written authorization, except as required by law.

If you authorize disclosure for any additional purpose (such as loan applications, financial verification, or third-party requests), you must sign a separate written consent form specifying:

  • What information may be disclosed
  • To whom it may be disclosed
  • The purpose of disclosure
  • The duration of consent

Federal law prohibits the unauthorized disclosure of tax return information.

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