1 Eligibility
You must have the legal capacity to enter into a binding agreement to purchase, access, or enroll in EZ FILE NOW services. Certain services may have additional eligibility requirements.
Additional written agreements, disclosures, purchase terms, or policies may apply to specific services. If a specific agreement conflicts with these general Terms, the specific agreement controls to the extent of the conflict.
2 EZ FILE NOW Services
Depending on the selected product or program, EZ FILE NOW may provide tax preparation, tax software or technology, document collection and processing, tax professional education, webinars, workshops, business development resources, ERO related programs, professional support, administrative services, digital products, and other related services.
Features, pricing, eligibility, technology, availability, and program structures may change.
3 No Guarantee of Income or Results
Testimonials, earnings examples, case studies, preparer results, and marketing examples represent individual experiences only. Past results do not guarantee future performance.
4 Tax Preparation Services
Customers are responsible for providing complete, current, accurate, and truthful information. EZ FILE NOW may rely on documents and information supplied by customers when providing tax preparation services.
Customers are responsible for reviewing completed returns and confirming accuracy before signing or authorizing filing. No particular refund, credit, deduction, liability, IRS processing time, or audit outcome is guaranteed.
5 Tax Professional Responsibilities
Tax preparers, contractors, software users, ERO participants, and other professionals are responsible for complying with laws and professional requirements applicable to their activities. This may include maintaining required PTINs, EFINs where applicable, registrations, credentials, education, security safeguards, and insurance.
6 EFIN & IRS E-file Authorization
EZ FILE NOW may provide education or guidance related to IRS e-file provider applications, but all approvals are determined by the Internal Revenue Service.
EZ FILE NOW does not guarantee EFIN approval and is not responsible for an applicant's eligibility, suitability review, fingerprinting, application accuracy, IRS processing time, or final decision.
7 Accounts, Passwords & Security
Users are responsible for maintaining the confidentiality of account credentials, passwords, authentication codes, and related access information, and must promptly report suspected unauthorized access.
8 Collection & Storage of Information
Depending on the service, EZ FILE NOW may collect or process names, addresses, phone numbers, email addresses, dates of birth, Social Security numbers, taxpayer identification information, dependent information, identification documents, W-2s, 1099s, income records, business records, tax documents, payment information, uploaded files, communications, device information, IP addresses, and other information necessary to provide services.
Information may be processed or stored through EZ FILE NOW systems and authorized third-party service providers supporting hosting, cloud infrastructure, tax technology, CRM, document management, authentication, payments, communications, analytics, cybersecurity, and business operations.
9 Information Security
EZ FILE NOW uses reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure. No electronic transmission or storage method can be guaranteed to be completely secure.
10 Taxpayer Information
Taxpayer information is treated as confidential and is used and disclosed subject to applicable law. Where federal law requires specific taxpayer consent before tax return information may be used or disclosed for another purpose, EZ FILE NOW will obtain the required consent when applicable.
11 California Privacy
California residents may have rights concerning personal information under applicable California law. Additional details should be described in the EZ FILE NOW Privacy Policy and California Privacy Notice.
12 Electronic Communications
By providing contact information, users agree to receive transactional and service communications where permitted by law. Marketing communications will be handled in accordance with applicable consent and marketing requirements.
13 Text Messages
Where SMS communications are offered, separate consent may be requested when required. Message and data rates may apply. Recipients may follow applicable opt-out instructions.
14 Payments
Customers agree to pay applicable prices and fees disclosed at checkout, enrollment, or execution of a specific agreement. Payment processing may be handled by third-party processors.
15 Refunds & Cancellations
Refund and cancellation eligibility depends on the applicable product, program, or service. Any refund policy presented at checkout or in a specific agreement becomes part of that transaction.
16 Chargebacks & Payment Disputes
Customers should contact EZ FILE NOW regarding billing disputes. Fraudulent chargebacks or knowingly false disputes may result in suspension or other remedies permitted by law.
17 Intellectual Property
EZ FILE NOW branding, logos, training materials, courses, videos, written content, templates, workflows, educational resources, proprietary processes, and other protected materials remain the property of EZ FILE NOW or its licensors.
18 Professional Training & Education
Educational content is provided for informational and training purposes and does not guarantee professional competence, licensing, employment, income, EFIN approval, or regulatory compliance.
19 Prohibited Conduct
Users may not use EZ FILE NOW services to commit fraud, access systems without authorization, misuse taxpayer information, interfere with system security, impersonate others, infringe intellectual property, or conduct unlawful activity.
20 Third Party Services
EZ FILE NOW may use third-party platforms for tax technology, payments, hosting, communication, CRM, document management, analytics, and related services. Third-party providers may maintain their own terms and privacy practices.
21 Insurance Services Disclosure
Insurance services are separate from EZ FILE NOW's tax preparation, tax software, and tax education services. Insurance-related activity will be performed only by appropriately licensed persons acting within the scope of their applicable license.
Tayler Davis
Insurance products are subject to eligibility, underwriting, carrier approval, availability, policy terms, conditions, exclusions, limitations, deductibles, and premiums. Quotes do not guarantee coverage. Coverage is not effective unless and until properly bound or issued.
22 Separation of Insurance & Tax Services
Purchasing or using EZ FILE NOW tax services does not require the purchase of insurance, and purchasing tax services does not guarantee eligibility for an insurance product.
23 No Legal or Investment Advice
Unless expressly provided by an appropriately licensed professional acting within the scope of that license, EZ FILE NOW educational content does not constitute individualized legal, securities, investment, or financial planning advice.
24 Warranties & Disclaimers
To the maximum extent permitted by law, EZ FILE NOW does not guarantee uninterrupted, error-free, or continuously available website, software, integrations, or services.
25 Limitation of Liability
To the fullest extent permitted by law, EZ FILE NOW will not be liable for indirect, incidental, special, exemplary, punitive, or consequential damages arising from use of its website, educational materials, technology, or services.
26 Indemnification
To the extent permitted by law, users agree to indemnify EZ FILE NOW from third-party claims arising from unlawful conduct, material breach of these Terms, unauthorized misuse of services, or violation of another person's rights.
27 Suspension or Termination
EZ FILE NOW may suspend or terminate access for fraud, security threats, misuse of taxpayer information, nonpayment, unlawful conduct, or material violations of applicable agreements.
28 Contractors & Business Opportunities
Nothing on the public EZ FILE NOW website automatically creates an employer-employee relationship, partnership, joint venture, franchise, agency, or guaranteed independent contractor relationship. Specific preparer or contractor relationships should be governed by separate written agreements.
29 Governing Law
These Terms are governed by applicable federal law and the laws of the State of California, without regard to conflict-of-law principles.
30 Disputes
Before formal legal proceedings, parties are encouraged to make a good-faith effort to resolve disputes informally by contacting EZ FILE NOW.
31 Changes to These Terms
EZ FILE NOW may revise these Terms periodically. Updated Terms will display a revised effective or last-updated date, and additional notice or consent will be provided where required by law.
32 Severability
If any provision is determined to be invalid or unenforceable, the remaining provisions remain effective to the extent permitted by law.
33 No Waiver
Failure by EZ FILE NOW to enforce a provision does not constitute a permanent waiver of that provision or any other right.
34 Entire Agreement
These Terms, together with the applicable Privacy Policy, purchase terms, service agreements, disclosures, and incorporated policies, constitute the applicable agreement concerning use of the services.
35 Contact EZ FILE NOW
EZ FILE NOW
Email: [email protected]
Insurance-related matters:
Tayler Davis
Licensed Insurance Advisor
California Insurance License No. 4378656