Privacy Policy

1. Introduction

Easy Tax Academy ("Easy Tax Academy," "we," "us," or "our") is committed to protecting the privacy of every visitor and student who interacts with our website located at www.easytaxacademy.com and our related services (collectively, the "Services").

This Privacy Policy explains what personal information we collect, how we use and protect it, under what circumstances we may share it, and what rights you have regarding your personal information. By accessing or using our Services, you agree to the practices described in this Privacy Policy.

Easy Tax Academy is located at 2123 Central Ave, Schenectady, NY 12304. We provide online tax preparation education, training programs, webinars, enrollment services, student support, and related educational services.

2. Information We Collect

A. Personal Information You Provide Directly

We collect personal information when you register for a course or webinar, create a student or partner account, submit a contact or lead form, or communicate with us. This information may include:

• Full name (first and last)
• Email address
• Phone number (including mobile phone number for SMS communications where you have provided consent)
• Mailing address (city, state, ZIP code)
• Billing information (processed securely by our payment processor — we do not store full card numbers)
• Account credentials (hashed passwords)
• Student progress and course completion data
• Referral code information (for Partner/Ambassador participants)

B. Information Submitted Through Forms

Our website includes forms for webinar registration, course enrollment inquiries, contact requests, and lead generation. When you complete these forms, the information you submit — including any optional SMS consent checkbox — is stored securely and used in accordance with this policy.

Entering a phone number on any form does not constitute consent to receive SMS marketing messages. SMS consent is collected separately through an explicit, voluntary opt-in checkbox.

C. Website Usage and Analytics Information

When you visit our website, we may automatically collect certain technical information, including:

• IP address and general geographic location
• Browser type and version
• Device type and operating system
• Pages visited, time on page, and referring URL
• Clickstream data and navigation behavior
• UTM parameters and referral source data

D. Cookies and Tracking Technologies

Easy Tax Academy uses cookies, pixel tags, and similar tracking technologies to operate and improve our website. These technologies help us:

• Keep you logged into your student or partner account
• Remember your preferences and settings
• Analyze website traffic and usage patterns via Google Analytics 4
• Deliver relevant content and retargeting advertisements through platforms such as Meta (Facebook/Instagram) and Google Ads
• Track referral sources (including Partner referral cookies valid for 30 days)

You may control or disable cookies through your browser settings. Disabling cookies may affect certain features of our website, including your ability to remain logged in or access course materials.

3. How We Use Information

We use the information we collect to:

• Create and manage your student or partner account
• Process course enrollments and payments
• Provide access to course content, lessons, and certificates
• Track and display your learning progress
• Register you for webinars and send webinar-related communications
• Respond to your support and inquiry requests
• Send administrative communications regarding your account or enrollment
• Send educational content, program updates, and promotional offers (where you have provided consent or where permitted by applicable law)
• Send SMS text messages where you have expressly opted in (see Section 5 below)
• Improve, operate, and secure our website and Services
• Comply with legal obligations
• Detect and prevent fraud or unauthorized access

4. Email Communications

When you provide your email address through any Easy Tax Academy form, we may send you transactional emails related to your account, enrollment, or webinar registration. We may also send promotional emails about our programs, webinars, and educational content.

You may unsubscribe from promotional email communications at any time by clicking the "Unsubscribe" link at the bottom of any promotional email or by contacting us directly at info@easytaxacademy.com. Opting out of promotional emails will not affect transactional emails related to your account or active enrollment.

5. SMS / Text Message Communications

Easy Tax Academy may send text (SMS) messages to mobile phone numbers where the subscriber has expressly and voluntarily opted in to receive such communications. SMS messages from Easy Tax Academy may include:

• Webinar registration confirmations
• Webinar reminders and follow-ups
• Training program updates and announcements
• Student support messages
• Enrollment information and next steps
• Promotional messages regarding Easy Tax Academy programs and services (only where you have expressly consented)

6. SMS Consent Policy

SMS consent is obtained only through an explicit, voluntary opt-in action — such as checking a clearly labeled consent checkbox on a registration form. Providing your phone number alone does not constitute consent to receive SMS marketing messages from Easy Tax Academy.

When you opt in to SMS communications, you are consenting to receive text messages sent by or on behalf of Easy Tax Academy, 2123 Central Ave, Schenectady, NY 12304.

Consent to SMS communications is entirely voluntary and may be withdrawn at any time without affecting your ability to enroll in, access, or purchase Easy Tax Academy programs and services.

7. How to Opt Out of SMS Communications

You may opt out of SMS text messages from Easy Tax Academy at any time using any of the following methods:

• Reply STOP to any SMS text message you receive from us. You will receive a one-time confirmation message, and no further SMS messages will be sent to that number.
• Reply HELP to any SMS text message for assistance or support contact information.
• Contact us by email at info@easytaxacademy.com and request removal from our SMS list.
• Contact us by phone at 518-675-7306 during business hours.

Opting out of SMS communications will not affect your email communications, account access, or any course or service you have purchased.

8. How Information May Be Shared

Easy Tax Academy does not sell your personal information. We may share your information in the following limited circumstances:

Service Providers

We work with trusted third-party service providers who assist us in operating our website and delivering our Services. These providers process information on our behalf under strict confidentiality obligations and may not use your information for their own independent purposes. Our service providers may include:

• Payment processors (e.g., Stripe) for secure transaction processing
• Email service providers (e.g., Resend) for transactional and promotional email delivery
• Customer relationship management (CRM) platforms (e.g., GoHighLevel) for communication and lead management
• Analytics providers (e.g., Google Analytics 4) for website usage analysis
• Cloud hosting and database providers for secure data storage

Legal Requirements

We may disclose information when required by law, regulation, court order, or governmental authority, or when we believe disclosure is necessary to protect the rights, property, or safety of Easy Tax Academy, our users, or others.

Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of Easy Tax Academy's assets, personal information may be transferred as part of that transaction. We will notify affected users before their information becomes subject to a different privacy policy.

9. Data Security

We implement commercially reasonable technical and organizational security measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These measures include:

• SSL/TLS encryption for all data transmitted between your browser and our servers
• Encrypted password storage (passwords are never stored in plain text)
• Secure, access-controlled cloud database infrastructure
• Payment card data processed exclusively by PCI-DSS compliant processors — we do not store full card numbers

While we use reasonable measures to protect your information, no method of electronic transmission or storage is 100% secure. You provide information at your own risk and should take precautions to protect your login credentials.

10. Data Retention

We retain personal information for as long as necessary to provide our Services, comply with our legal obligations, resolve disputes, and enforce our agreements. Student account and course progress data is retained for the duration of your account. If you request deletion of your account, we will remove your personal information subject to any legal retention requirements.

11. Children's Privacy

Easy Tax Academy's Services are intended for adults aged 18 years and older. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected personal information from a minor, we will take prompt steps to delete such information. If you believe we have collected information from a minor, please contact us immediately at info@easytaxacademy.com.

12. Third-Party Links

Our website may contain links to third-party websites, including social media platforms, IRS resources, and partner websites. These third-party sites operate under their own privacy policies, which may differ from ours. Easy Tax Academy is not responsible for the privacy practices or content of any third-party websites. We encourage you to review the privacy policy of any site you visit.

13. Your Privacy Rights

Depending on your state of residence, you may have certain rights with respect to your personal information, including:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct inaccurate or incomplete personal information.
• Deletion: Request that we delete your personal information, subject to certain legal exceptions.
• Opt-out: Opt out of marketing email communications or SMS messages at any time.
• Portability: Request that we provide your personal information in a portable, machine-readable format where technically feasible.

To exercise any of these rights, please contact us using the information in Section 15. We will respond to verifiable requests within the timeframes required by applicable law.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this Privacy Policy periodically. Your continued use of our Services after any changes constitutes your acceptance of the updated policy.

15. Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: