TERMS AND CONDITIONS

Effective Date: August 28, 2026
Last Updated: August 28, 2026

ACCEPTANCE OF THESE TERMS

These Terms and Conditions (“Terms”) govern your access to and use of the Simply Easy Tax website, forms, client portals, affiliate program, tax-preparation services, professional tax-software offerings, communications, and related services (collectively, the “Services”).

By accessing the website, submitting a form, purchasing a service, creating an account, or otherwise using the Services, you agree to these Terms and our Privacy Policy. If you do not agree, do not use the Services.

“Simply Easy Tax,” “we,” “us,” and “our” refer to Simply Easy Tax LLC.

SERVICES AND CLIENT RELATIONSHIPS

Information provided on this website is for general informational purposes and does not constitute individualized tax, legal, financial, or accounting advice.

Submitting an inquiry, affiliate application, tax interview, appointment request, or other form does not automatically create a tax-preparer/client relationship, guarantee acceptance as a client or affiliate, or obligate Simply Easy Tax to provide services.

A formal tax-preparation relationship begins only after Simply Easy Tax accepts the engagement and any required documents, identity verification, authorizations, and fees have been completed.

USER INFORMATION AND RESPONSIBILITIES

You agree to provide accurate, current, and complete information. You are responsible for reviewing the accuracy of information and documents submitted through our website, forms, MyTaxOffice, OLT Pro, or another authorized platform.

You must not submit information belonging to another person without proper authorization. You are responsible for maintaining the confidentiality of your usernames, passwords, access codes, and devices.

Do not email or text Social Security numbers, banking information, identification documents, or tax documents. Sensitive information must be submitted only through a secure platform authorized by Simply Easy Tax.

TAX-PREPARATION SERVICES

Tax outcomes depend on each taxpayer’s facts, documents, eligibility, applicable law, and governmental processing. Simply Easy Tax does not guarantee:

• A particular refund or tax result
• Acceptance of a return by a taxing authority
• A specific processing or refund date
• Eligibility for a credit, deduction, filing status, or bank product
• That a taxing authority will not examine, adjust, reject, or delay a return

Clients remain responsible for providing complete and accurate information and for reviewing and approving their returns before filing.

PROFESSIONAL TAX SOFTWARE AND THIRD-PARTY PLATFORMS

Certain Services may use or provide access to third-party technology, including OLT Pro, MyTaxOffice, Tax Nitro, affiliate portals, electronic-signature tools, payment processors, bank-product providers, and communication platforms.

Third-party products and services are subject to their own terms, availability, security practices, and technical requirements. Simply Easy Tax does not control and is not responsible for a third party’s outages, changes, delays, errors, or discontinuation of service.

Any professional tax-software purchase, subscription, service-bureau relationship, training program, bank-product participation, or related offering may also be governed by a separate written agreement. If a separate agreement conflicts with these general website Terms, the separate agreement controls for that specific service.

AFFILIATE PROGRAM

Participation in the Simply Easy Tax Affiliate Program is subject to application, review, and approval. Submitting an application does not guarantee acceptance.

Approved affiliates receive a unique tracked referral link. Affiliates must use the link exactly as issued and must not remove or alter its tracking information.

The current advertised commission is $50 for each eligible referred tax client whose tax return is completed by Simply Easy Tax and whose tax-preparation fee is paid in full. A survey submission, lead, inquiry, appointment, or registration alone does not earn a payable commission.

Commissions may initially appear as pending or owed in the affiliate portal. All commissions remain subject to manual verification and approval by Simply Easy Tax.

The following do not qualify for commission:

• Self-referrals
• Duplicate or previously existing referrals
• False, fraudulent, or misleading referrals
• Incomplete leads or abandoned tax engagements
• Clients whose returns are not completed
• Unpaid or refunded tax-preparation services
• Referrals that cannot be attributed through the approved tracking method

Affiliates must not collect Social Security numbers, dates of birth, banking information, identification, or tax documents from referrals. Affiliates must not provide tax advice unless legally authorized, promise a refund or tax result, misrepresent their relationship with Simply Easy Tax, or make unauthorized claims about pricing or processing times.

Affiliates are independent participants and are not employees, agents, partners, or representatives of Simply Easy Tax. Affiliates are responsible for their own taxes and must submit any required tax form and payout information before payment.

Simply Easy Tax may approve, deny, adjust, withhold, or reverse a commission when necessary to correct an error, enforce program rules, address fraud or duplication, or reflect a cancellation, refund, chargeback, or unpaid service.

Simply Easy Tax may modify, suspend, or terminate the affiliate program or an affiliate’s participation at any time. Changes affecting future referrals may be communicated through the website, portal, email, or updated program terms.

FEES, PAYMENTS, CANCELLATIONS, AND REFUNDS

Prices, payment schedules, subscription periods, filing fees, service fees, cancellation rights, and refund terms may vary by service. The terms presented at checkout, in an engagement letter, service agreement, invoice, order form, or other written agreement govern that transaction.

Unless otherwise stated in writing, government filing fees, third-party charges, work already performed, and customized or delivered services may be nonrefundable to the extent permitted by law.

Failure to use a purchased service does not automatically create a right to a refund. Nothing in these Terms limits any non-waivable consumer rights provided by applicable law.

ELECTRONIC COMMUNICATIONS

By providing an email address, you agree that Simply Easy Tax may send communications related to your inquiry, application, account, requested service, appointments, documents, security, transactions, and customer support.

Marketing emails will be sent only as permitted by law and applicable consent. You may unsubscribe from marketing emails using the unsubscribe link, but you may continue receiving non-marketing communications necessary to provide requested services.

SMS AND TELEPHONE COMMUNICATIONS

If you separately consent to receive text messages, you may receive transactional messages related to requested services, appointments, account activity, documents, and support. If you separately consent to marketing messages, you may also receive promotional communications.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for assistance. Consent to marketing messages is not a condition of purchase. Carriers are not liable for delayed or undelivered messages.

Mobile opt-in information and consent will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes. Information may be shared with service providers when necessary to deliver communications and operate the requested Services.

PRIVACY AND DATA SECURITY

Our collection and use of personal information are described in our Privacy Policy:

https://simplytaxadvisor.com/privacy-policy

No method of internet transmission or electronic storage is completely secure. Although we use reasonable safeguards and secure third-party platforms, we cannot guarantee absolute security.

ACCEPTABLE USE

You may not:

• Use the Services for unlawful, fraudulent, abusive, or misleading purposes
• Attempt unauthorized access to an account, system, portal, or data
• Upload malware or interfere with website or platform operation
• Impersonate another person or misrepresent your authority
• Copy, scrape, reproduce, or commercially exploit protected content without permission
• Use our name, logo, branding, or materials in an unauthorized or misleading manner
• Submit false referrals, applications, reviews, transactions, or documents

We may restrict or terminate access when we reasonably believe these Terms have been violated.

INTELLECTUAL PROPERTY

The website, branding, logos, text, graphics, training materials, workflows, forms, and other content owned or licensed by Simply Easy Tax are protected by applicable intellectual-property laws.

You may use the website and Services only for their intended purpose. No ownership rights are transferred to you.

Approved affiliates may use materials specifically provided for affiliate promotion only while their accounts remain active and only in accordance with program instructions.

THIRD-PARTY LINKS

The website may contain links to third-party websites, applications, stores, or services. Links are provided for convenience and do not constitute an endorsement or guarantee. Your use of third-party services is governed by their own policies and terms.

DISCLAIMER OF WARRANTIES

TO THE FULLEST EXTENT PERMITTED BY LAW, THE WEBSITE AND SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” SIMPLY EASY TAX DISCLAIMS WARRANTIES NOT EXPRESSLY PROVIDED IN A WRITTEN AGREEMENT, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not guarantee uninterrupted access, error-free operation, or that all information will always be complete, current, or suitable for every user.

LIMITATION OF LIABILITY

TO THE FULLEST EXTENT PERMITTED BY LAW, SIMPLY EASY TAX WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES ARISING FROM USE OF OR INABILITY TO USE THE WEBSITE OR SERVICES.

Nothing in these Terms excludes liability that cannot legally be excluded or limited. Any liability governed by a separate signed agreement will be determined under that agreement.

INDEMNIFICATION

To the extent permitted by law, you agree to indemnify and hold harmless Simply Easy Tax LLC and its owners, personnel, and service providers from claims, losses, liabilities, and reasonable expenses arising from your unlawful conduct, false information, misuse of the Services, unauthorized representations, or violation of these Terms.

SUSPENSION AND TERMINATION

We may suspend or terminate access to the Services, an affiliate account, or a user account when necessary to protect clients, comply with law, prevent fraud or abuse, address nonpayment, or enforce these Terms.

Sections that by their nature should survive termination will remain effective, including payment obligations, intellectual-property protections, disclaimers, limitations of liability, and dispute provisions.

CHANGES TO THESE TERMS

We may update these Terms to reflect changes in law, technology, business practices, or the Services. Updated Terms will be posted with a revised “Last Updated” date. Continued use after an update constitutes acceptance of the revised Terms to the extent permitted by law.

GOVERNING LAW

These Terms are governed by the laws of the Commonwealth of Pennsylvania, without regard to conflict-of-law principles. Unless a separate agreement requires otherwise, disputes relating to these Terms will be brought in a court of competent jurisdiction serving Monroe County, Pennsylvania.

SEVERABILITY AND ENTIRE AGREEMENT

If any provision is found unenforceable, the remaining provisions will continue in effect. A failure to enforce a provision is not a waiver.

These Terms, the Privacy Policy, and any applicable engagement letter, order form, or separate written agreement constitute the agreement governing the applicable Services.

CONTACT US

Simply Easy Tax LLC
Email: [email protected]
Phone: 1-800-785-2481
Website: https://simplytaxadvisor.com