Terms and Conditions of Use

Last updated: September 2026

1. Introduction

Welcome to EZ Tax to Go, LLC (“EZ Tax to Go,” “we,” “us,” or “the Company”), located at 7575 Kingspointe Pkwy, Suite 10, Orlando, FL 32819. These Terms and Conditions govern your access to and use of our online course platform, including the courses offered through EZ Tax Academy.

By registering for, purchasing, or using any of our courses, you confirm that you have read, understood, and agree to be bound by these Terms, including the Privacy and Data Protection provisions in Section 9. If you do not agree, you may not use the Platform. You must be at least 18 years of age to register and purchase courses.

2. Definitions

   • Platform:The website and online course portal operated by EZ Tax To Go.
   • User or Student:Any person who registers for, purchases, or accesses a course.
   • Course:Any educational program offered on the Platform, including videos, manuals, readings, quizzes, and examinations.
   • Continuing Education (CE) Course:A course approved by the Internal Revenue Service (IRS) and offered by EZ Tax To Go as an IRS-approved Continuing Education Provider (Provider Number GFLRH).
   • AFTR:The Annual Federal Tax Refresher course, a component of the IRS Annual Filing Season Program (AFSP).
   • PTIN:The Preparer Tax Identification Number issued by the IRS.
   • EFIN:The Electronic Filing Identification Number assigned by the IRS to Authorized IRS e-file Providers approved to transmit tax returns electronically.
   • Certificate of Completion:The document issued upon completing a course and passing its examination.
   • Content:All material available on the Platform, including text, videos, images, examinations, and downloadable documents.
   • Personal Information:Any information that identifies or can reasonably be used to identify a user.

3. Purpose

EZ Tax to Go offers online courses in taxation, accounting, and related subjects for individuals who wish to expand their knowledge, prepare for professional practice, or meet continuing education requirements. Our offerings include IRS-approved Continuing Education courses, practical courses that do not award continuing education credit, and professional training programs.

All courses are provided for educational purposes only. Course content does not constitute tax, legal, or financial advice for any user’s specific situation. Completing a course does not guarantee passing any state or federal examination, obtaining a license, securing employment, or earning any particular level of income.

4. Registration and User Account

To access the courses, you must create an account using true, complete, and current information. For Continuing Education courses, your name and PTIN must match exactly the information on file with the IRS. EZ Tax to Go is not responsible if credits cannot be reported due to inaccurate information provided by the user.

Your account is personal and non-transferable. You are responsible for maintaining the confidentiality of your password and for all activity that occurs under your account. Account sharing is prohibited, and no other person may take courses or examinations on your behalf. You must notify us immediately of any unauthorized use of your account. We reserve the right to suspend or terminate any account that violates these Terms.

5. Use of the Courses

Upon purchasing a course, you receive a limited, personal, non-exclusive, and non-transferable license to access its content for a period of six (6) months from the date of purchase, unless the course description specifies a different access period.

All Content is the property of EZ Tax to Go or its licensors and is protected by copyright and intellectual property laws. Unless you have obtained our prior written authorization, you may not:

• copy, download, record, reproduce, distribute, sell, or publish any Content;
• share examination questions or answers;
• use the Content to deliver your own training or for any commercial purpose;
• attempt to bypass the Platform’s time, progress, or security controls.

6. Examinations and Certificates

Each course concludes with a final examination. A minimum score of 70% is required to pass, unless the course description states otherwise.

• Continuing Education courses:For courses that report credit hours to the IRS, including the AFTR course, students may take the final examination up to two (2) times during the access period.
• Standard courses:For courses that do not report credit hours to the IRS, students may take the final examination up to three (3) times during the access period.
• Additional attempts:Students who do not pass within the allowed attempts must repurchase the course to try again.
• AFTR course:The AFTR comprehension test follows IRS requirements: 100 questions, a three (3) hour time limit, and a minimum passing score of 70%. The timer continues running once the examination has started.
• Integrity:Examinations must be completed individually and without assistance from others. Any form of academic dishonesty may result in the cancellation of the course, termination of the account without refund, and, where applicable, the withholding of credit reporting to the IRS.
• Certificates:A Certificate of Completion is issued after the student passes the final examination. Certificates are issued in the name registered on the account and cannot be transferred.
• IRS credit reporting:For Continuing Education courses, EZ Tax to Go will report earned credits to the IRS within the timeframes established by the IRS, using the name and PTIN provided by the student. Obtaining an Annual Filing Season Program (AFSP) Record of Completion also depends on requirements the student must complete directly with the IRS, such as consenting to the Circular 230 requirements in their online PTIN account.

7. Pricing and Payment Terms

Course prices are displayed in U.S. dollars (USD) on the Platform and are subject to change without notice. Price changes do not affect purchases already completed.

Payment must be completed before course access is granted. We accept the following payment methods:

• credit and debit cards;
• Zelle;
• PayPal;
• PayPal Pay Later (installment payments through PayPal).

Card and PayPal payments are processed by secure third-party providers, and EZ Tax to Go does not store your full card information. For Zelle payments, course access is granted once we confirm receipt of the payment.

If you choose PayPal Pay Later, financing is provided by PayPal and is subject to PayPal’s own terms and conditions. Any installment agreement is solely between the user and PayPal, and EZ Tax to Go is not responsible for its fees, terms, or approval decisions.

Promotions and discount codes may not be combined unless otherwise stated and have no cash value. If a payment is declined or reversed, we may suspend course access until the payment is resolved.

8. Cancellations and Refunds

You may request a full refund within seventy-two (72) hours of purchase, provided that you have not completed more than 20% of the course or taken its final examination.

Refunds will not be issued in the following cases:

• after 72 hours have passed since the purchase;
• once the course has been completed or a Certificate of Completion has been issued;
• once Continuing Education credits have been reported to the IRS;
• when the account has been terminated for violating these Terms.

To request a refund, please email info@eztaxtogo.com with your name, the course name, and the date of purchase. Approved refunds will be issued to the original payment method within ten (10) business days.

9. Privacy and Data Protection

Information we collect. We collect the information you provide when you register and purchase courses, including your name, email address, phone number, mailing address, and PTIN. We also collect course activity data, such as progress, examination results, and completion dates, and basic technical data, such as IP address, browser type, and cookies. Payment information is collected and processed directly by our third-party payment providers.

How we use your information. We use your information to:

• provide access to courses and issue Certificates of Completion;
• report Continuing Education credits to the IRS;
• process payments and refunds;
• respond to inquiries and provide student support;
• send course-related notices and, with your consent, promotional communications;
• improve the Platform and comply with legal obligations.

How we share your information. We do not sell or rent your Personal Information. We share information only with the IRS for Continuing Education credit reporting; with service providers that support our operations, such as payment processors, the course platform, and email services, who may use it only to provide those services; and when required by law or to protect our legal rights.

Data security and retention. We use reasonable administrative, technical, and physical safeguards to protect your information. We retain records for as long as your account is active and for the period required by IRS regulations and other applicable laws, including records of Continuing Education completion.

Your rights. You may request access to, correction of, or deletion of your Personal Information by emailing info@eztaxtogo.com. Some information may need to be retained to comply with IRS record-keeping requirements or other legal obligations.

Cookies. The Platform uses cookies to keep you signed in, remember your preferences, and analyze site usage. You may disable cookies in your browser settings, but some features of the Platform may not function properly.

10. Communications Consent

By creating an account, you agree to receive transactional communications by email related to your purchases, course access, examinations, certificates, and account security.

Promotional emails. With your consent, we may send you information about new courses, promotions, and events. You may unsubscribe at any time using the link included in each email.

Text messages (SMS). If you provide your mobile number and opt in, you agree to receive text messages from EZ Tax To Go related to your courses and, if you so choose promotional offers. Consent to receive text messages is not a condition of purchase. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe at any time or HELP for assistance.

11. Limitation of Liability

The Platform and courses are provided “as is.” We make reasonable efforts to keep the content accurate and up to date. However, tax laws and IRS guidance change frequently, and users are responsible for verifying current information before applying it to clients or to their own tax returns.

EZ Tax to Go shall not be liable for:

• interruptions, technical failures, or temporary unavailability of the Platform;
• decisions made by the user based on course content;
• fines, penalties, financial losses, or damages arising from the use of information learned in the courses;
• IRS reporting errors caused by inaccurate information provided by the user.

To the fullest extent permitted by law, our total liability for any claim shall not exceed the amount paid by the user for the course in question.

12. Modifications and Updates

EZ Tax To Go may modify these Terms at any time. Changes will be posted on this page with an updated revision date, and material changes will be communicated by email or through a notice on the Platform. Your continued use of the Platform after changes are posted constitutes your acceptance of the revised Terms.

We may also update, correct, or replace course content, for example to reflect changes in tax law, or discontinue the sale of courses. Students who have already purchased a course will retain access for the contracted access period.

13. Governing Law and Jurisdiction

These Terms are governed by the laws of the State of Florida and applicable federal laws of the United States. Any dispute arising from these Terms or from the use of the Platform shall be submitted to the competent courts of Orange County, Florida. Before initiating any legal action, the parties agree to attempt in good faith to resolve the matter through written communication.

If any provision of these Terms is found to be invalid, the remaining provisions shall remain in full force and effect.

14. Contact

If you have any questions about these Terms and Conditions, our privacy practices, or our courses, please contact us:

EZ Tax to Go, LLC – EZ Tax Academy
7575 Kingspointe Pkwy, Suite 10, Orlando, FL 32819
Phone: (321) 806-0983
Email: info@eztaxtogo.com
Office hours: Monday through Friday, 10:00 a.m. to 5:00 p.m.