Effective Date: May 15, 2026
Website: Simplefinances.org
Business Name: Simple Finances®, Inc.
Simple Finances®, Inc. respects your privacy. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, complete a form, schedule a consultation, make a payment, or communicate with us.
Information We Collect
We may collect information you provide directly to us, including:
Name, email address, phone number, mailing address, and contact preferences.
Information about your tax concern, IRS notices, balances due, filing status, business ownership, income sources, and related financial facts.
Documents or information you submit through our website, forms, client portal, email, or other approved communication methods.
Payment information, if you purchase an assessment, consultation, or service. Payment information may be processed by a third-party payment processor.
Website usage information, such as pages visited, links clicked, browser type, device type, IP address, and general location information.
How We Use Your Information
We use your information to:
Review whether your situation may be a good fit for our services.
Respond to your inquiries.
Schedule consultations.
Prepare assessments, recommendations, and service proposals.
Provide enrolled agent tax representation, tax advisory, bookkeeping, business advisory, or related services if you engage us.
Process payments.
Send service-related communications.
Maintain business records.
Improve our website, forms, and client experience.
Comply with legal, regulatory, professional, and security obligations.
No Client Relationship from Website Use
Submitting a form, using this website, scheduling a call, or sending us information does not create a client relationship with Simple Finances®, Inc. A client relationship begins only after Simple Finances®, Inc. accepts the engagement, receives required signed documents, and receives any required payment.
Sensitive Taxpayer Information
Because our work may involve sensitive taxpayer and financial information, Simple Finances®, Inc. takes data protection seriously. We use reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, alteration, or destruction.
However, no website, email system, form tool, payment processor, or electronic storage system can be guaranteed to be completely secure.
Third-Party Tools and Service Providers
Simple Finances®, Inc. may use third-party service providers to operate our business, including tools for forms, scheduling, client portals, payment processing, email marketing, document storage, analytics, automation, and website hosting.
These providers may process information on our behalf. We use them to help deliver services, manage communications, protect records, and operate the website.
Examples may include tools such as TaxDome, Jotform, Stripe, ActiveCampaign, Google, DreamHost, or similar providers, depending on our current systems.
Email and Electronic Communications
Email may not be fully secure. Do not send Social Security numbers, tax documents, IRS notices, bank account information, or other sensitive information by regular email unless Simple Finances®, Inc. specifically instructs you to do so.
For sensitive documents, we may direct you to a secure portal or approved upload method.
Cookies and Website Analytics
Our website may use cookies, pixels, analytics tools, or similar technologies to understand website traffic, improve performance, and support marketing. You may be able to disable cookies through your browser settings, but some website features may not function properly.
Marketing Communications
If you sign up for updates, download resources, complete a form, or request information, Simple Finances®, Inc. may send you educational or marketing communications. You may unsubscribe from marketing emails at any time.
We may still send non-marketing messages related to appointments, payments, services, security, or legal obligations.
Sharing of Information
Simple Finances®, Inc. does not sell your personal information.
We may share information when necessary with:
Service providers who help operate our business.
Professional advisors, such as attorneys, accountants, compliance consultants, or technology providers.
Government agencies, including the IRS or state tax agencies, when authorized by you or required by law.
Other parties with your consent.
Parties involved in protecting our rights, preventing fraud, enforcing agreements, or complying with legal obligations.
Records Retention
Simple Finances®, Inc. retains information for as long as reasonably necessary to provide services, comply with legal and professional obligations, resolve disputes, maintain business records, and enforce agreements.
Children’s Privacy
Our website and services are intended for adults and business owners. Simple Finances®, Inc. does not knowingly collect information from children under age 13.
Your Choices
You may request that Simple Finances®, Inc. update, correct, or delete certain personal information, subject to legal, professional, contractual, security, and recordkeeping requirements.
To make a request, contact us at:
Simple Finances®, Inc.
Website: Simplefinances.org
Email: service@simplefinances.org
Phone: 219-213-3550
Changes to This Privacy Policy
Simple Finances®, Inc. may update this Privacy Policy from time to time. The updated version will be posted on this website with a revised effective date.