Owner approved September 29, 2026 · Version 1

Simply Easy Tax Professional Network Standards

These standards describe conduct expected of participating professionals. Acknowledgment records receipt of this exact version. It does not approve a credential, activate membership, or grant referral eligibility.

1. Accurate representation. Keep professional name, credentials, service areas, contact details, and availability current. Do not claim a credential or verification the network has not approved.
2. Client choice and consent. Explain services and fees clearly, seek informed consent before sharing client information, and respect the client’s choice of professional.
3. Privacy. Use referral information only for the authorized service, protect private records, and report a suspected improper disclosure to the Owner promptly.
4. Responsive service. Respond to offered referrals within the applicable network process and update the referral status truthfully. Decline work that cannot be handled responsibly.
5. Fair treatment. Communicate respectfully, avoid misleading claims, and raise service or conduct concerns through the Owner review process.
6. Review and correction. Cooperate with a documented Owner inquiry. An allegation alone does not establish a violation; any separate membership, verification, or eligibility action follows its own controlled process.