EZ Quote LLC

Privacy Policy

This privacy policy has been compiled to better serve those who are concerned with how their 'Personally Identifiable Information' (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.

What personal information do we collect from the people that visit our blog, website or app?

When ordering or registering on our site, as appropriate, you may be asked to enter your name, email address, mailing address, phone number, credit card information or other details to help you with your experience.

When do we collect information?

We collect information from you when you register on our site, place an order, fill out a form, Open a Support Ticket or enter information on our site.

How do we use your information?

We may use the information we collect from you when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, surf the website, or use certain other site features in the following ways:

  • To personalize your experience and to allow us to deliver the type of content and product offerings in which you are most interested.
  • To improve our website in order to better serve you.
  • To allow us to better service you in responding to your customer service requests.
  • To quickly process your transactions.
  • To ask for ratings and reviews of services or products
  • To follow up with them after correspondence (live chat, email or phone inquiries)

How do we protect your information?

Our website is scanned for known security vulnerabilities on a regular basis in order to make your visit to our site as safe as possible. Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. In addition, all sensitive/credit information you supply is transmitted via encrypted connections.

We implement a variety of security measures when a user places an order enters, submits, or accesses their information to maintain the safety of your personal information.

All transactions are transmitted over an encrypted connection through a gateway provider. We do not store credit card numbers on our servers.

Do we use 'cookies'?

Yes. Cookies are small files that a site or its service provider transfers to your computer's hard drive through your Web browser (if you allow) that enables the site's or service provider's systems to recognize your browser and capture and remember certain information. For instance, we use cookies to help us remember and process the services you purchase. They are also used to help us understand your preferences based on previous or current site activity, which enables us to provide you with improved services.

We use cookies to:

  • Compile aggregate data about site traffic and site interactions in order to offer better site experiences and tools in the future. We may also use trusted third-party services that track this information on our behalf.
  • You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. Since each browser is a little different, look at your browser's Help Menu to learn the correct way to modify your cookies.
  • If you turn cookies off, some features will be disabled. It won't affect the user's experience that make your site experience more efficient and may not function properly.

Third-party disclosure

We do not sell, trade, or otherwise transfer to outside parties your Personally Identifiable Information.

Third-party links

We do not include or offer third-party products or services on our website.

Google

Google's advertising requirements can be summed up by Google's Advertising Principles. They are put in place to provide a positive experience for users. https://support.google.com/adwordspolicy/answer/1316548?hl=en
We have not enabled Google AdSense on our site but we may do so in the future.

California Online Privacy Protection Act

CalOPPA is the first state law in the nation to require commercial websites and online services to post a privacy policy. The law's reach stretches well beyond California to require any person or company in the United States (and conceivably the world) that operates websites collecting Personally Identifiable Information from California consumers to post a conspicuous privacy policy on its website stating exactly the information being collected and those individuals or companies with whom it is being shared. - See more at: http://consumercal.org/california-online-privacy-protection-act-caloppa/#sthash.0FdRbT51.dpuf

According to CalOPPA, we agree to the following:
Users can visit our site anonymously. Once this privacy policy is created, we will add a link to it on our home page or as a minimum, on the first significant page after entering our website. Our Privacy Policy link includes the word 'Privacy' and can be easily be found on the page specified above.

You will be notified of any Privacy Policy changes on our Privacy Policy Page. You can change your personal information at any time by logging in to your account.

How does our site handle Do Not Track signals?
We honor Do Not Track signals and Do Not Track, plant cookies, or use advertising when a Do Not Track (DNT) browser mechanism is in place.

COPPA (Children Online Privacy Protection Act)

When it comes to the collection of personal information from children under the age of 13 years old, the Children's Online Privacy Protection Act (COPPA) puts parents in control. The Federal Trade Commission, United States' consumer protection agency, enforces the COPPA Rule, which spells out what operators of websites and online services must do to protect children's privacy and safety online. We do not specifically market to children under the age of 13 years old.

Fair Information Practices

The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information.

In order to be in line with Fair Information Practices we will take the following responsive action, should a data breach occur: We will notify you via email within 7 business days

We also agree to the Individual Redress Principle which requires that individuals have the right to legally pursue enforceable rights against data collectors and processors who fail to adhere to the law. This principle requires not only that individuals have enforceable rights against data users, but also that individuals have recourse to courts or government agencies to investigate and/or prosecute non-compliance by data processors.

CAN SPAM Act

The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.

We collect your email address in order to:

  • Send information, respond to inquiries, and/or other requests or questions
  • Process orders and to send information and updates pertaining to orders.
  • Send you additional information related to your product and/or service
  • Market to our mailing list or continue to send emails to our clients after the original transaction has occurred.

To be in accordance with CANSPAM, we agree to the following:

  • Not use false or misleading subjects or email addresses.
  • Identify the message as an advertisement in some reasonable way.
  • Include the physical address of our business or site headquarters.
  • Monitor third-party email marketing services for compliance, if one is used.
  • Honor opt-out/unsubscribe requests quickly.
  • Allow users to unsubscribe by using the link at the bottom of each email.

If at any time you would like to unsubscribe from receiving future emails: Follow the instructions at the bottom of each email and we will promptly remove you from ALL solicitation type correspondence. However, if you are an active account holder you will continue to receive emails regarding notifications of any and all software changes and updates or account related issues.

Contacting Us

If there are any questions regarding this privacy policy, you may contact us using the information below.
www.eztaxquote.com
12 N Howell
Hillsdale, MI 49242
United States
support@eztaxquote.com

Last Edited on 2016-07-20

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My Account

Under the "My Account" button you will be able to update your own information, update your password, upload your company logo, renew your subscription and invite new users to access the software in your office.

Updating your information
Click on "Manage My Info". From there you can then select "Edit Info". When finished updating your information click "Save Changes".

Change Password
Click on "Manage My Info". Click on "Change Password". Simply enter your new password and hit "Save New Password".

Upload Company Logo
Click on "Manage My Info". On the right-hand side under "My Company Logo" click the "Choose File" button. Search for the file of your logo. Then click "Upload Logo".

Renew Your Service
Click on "Manage Account". Under Account Summary, click the blue button labeled "Renew Service". From there you will be brought to a screen to fill in your payment information. When finished click "Submit Purchase".

Adding Seats(Users)
If you want other office employees to be able to use this tool throughout the tax season then you need to formally invite them. Once they get the email form you inviting them in they will setup their own login name and password. This is valuable as you will have the history of who gave specific quotes in your office.

To invite a new user simply click on "Send New User Invitation". Enter their First and Last name and their email address. Click "Send Invitation".

Once this is sent the invitee will need to check their email and follow the instructions accordingly.

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Setup

After logging in, click on "Customize Quote Tool"

Customize Forms & Fees

Step #1 - Under "Customize Quote Tool" you will choose how you charge for a tax return. You have the choice of "hourly" or "per form". You will be able to switch this setting by clicking on the link that says either "Switch to Hourly" or "Switch to Flat Fee". If you charge by the hour, then you will need to input your hourly rate. Click "Update Hourly Rate" after entering your charge per hour. This will save your rate and be utilized in properly calculating the price of a return.

Step #2 - Once you choose how you charge for returns, you will then need to fill in either the number of minutes or the fee per form for all the forms listed under "Customize Form Fees". When complete don't forget to hit "Save Form Changes" at the bottom of the screen. If there are some forms that you do not charge for, you can leave the field blank.

Step #3 - Base Charge. You may leave this at zero if you want, but if you want to charge a base charge you can do that here. All form charges computed during a quote will be added to this base charge for the final price.

Step #4 - Quote Range. An entry here will allow the software to calculate a certain range or prices instead of a specific price. For instance, if you enter 10 here, and the exact price comes out to be $200, the software will give a range of $180 - $220 (plus and minus 10%). If left blank, the software will give an exact fee. We recommend to use the range of at least 10% as this would give you a nice cushion as well as provide the client with a good idea of cost.

Step #5 - Discount Preferences. You have the choice of letting the software automatically calculating discounts for the quote or not. If you do not want to calculate any discounts, then make sure both of these boxes are left unchecked.

Note: Note: If you make changes to the above settings after creating quotes, these past quotes will be automatically updated with your current settings and pricing as applicable.

Allow discounts as dollar amounts.

  • If this box is checked you must fill in the flat dollar discount that you want automatically applied for every quote. This amount will be subtracted from the quote total.

Allow discounts as a percentage.

  • If this box is checked you must fill in the percent discount that you want automatically applied for every quote. The percent discount will be multiplied by the total quote fee and will be subtracted from the quote automatically.

You can choose either of these selections OR you can choose them both. However, you will also need to make sure that the order of each discount is applied the way you want it to as this can make a difference on the end quote you tell the client. You can change the order in which the discounts are applied by clicking on "Change to the dollar/percentage discount being applied first."

Customize Questions.

This section allows you to change the wording of any of the questions as well as change the order in which they appear in the quote tool. You can also easily hide any questions you do not feel are relevant or needed for the way you prepare returns.

You will notice the two arrows next to each question. The red one is an arrow pointing down and if you click on this arrow, that question will be moved one spot lower. The green one if clicked on will move that question up one spot. Any changes are automatically saved.

You also can remove or hide most of the question you do not wish to use by clicking on the red "X". Now before you remove any questions let me run down briefly WHY each question is included and then you can decide to remove them or not.

Filing status - Used in determining taxable income and most credit eligibility. This one cannot be removed.

How many dependent children do you claim? - Used in determining taxable income as well as most of the credits. This one cannot be removed.

Number of kids under age 17. - Used in determining if the client may be eligible for the child tax credit and/or the additional child tax credit. This one cannot be removed.

Total W2 Income - This one cannot be removed

Retirement Income from Pensions, IRA's and 401-K Distribution - Used in determining taxable income which can affect tax credits.

Unemployment Income - Used in determining taxable income which can affect tax credits.

Social Security Income - Used in determining taxable income which can affect tax credits. The software will automatically calculate the taxable portion of social security if any and add to AGI.

Interest/Dividend Income over $1,500? - This question will only help figure out if a client is eligible for a 1040EZ or not. If you charge the same for an EZ as an A or regular 1040 then you can remove this question. Or if the majority of your clientele do not have this much interest/dividend income then you can be safe to remove this question. Otherwise you may want to keep it in.

Any self-employment income or 1099MISC's? - If answered "Yes" this will input the Schedule C, Schedule SE, and 1 Form 4562 charge into the quote.

Do you own a farm? - If answered "Yes" this will input the Schedule F, Schedule SE and 1 form 4562 charge into the quote.

Farm and/or SE Profit - Any amount input here will adjust the taxable income for the return and could affect what credits the client might be eligible for.

How many rental properties do you own? - The number of rental properties input will be multiplied by your charge for a Schedule E and figured into the quote. Also 1 form 4562 charge will also kick in. Only 1 4562 will charge no matter how many Rental Properties you input because a 4562 is not required during every year of a return that has rental units.

Did you sell any stocks/funds or other property last year? - A "Yes" answer here will include the charge for the Schedule D. We do not add in a charge for the 8949 but if you do charge additional for the 8949 along with a Schedule D, you may want to total both fee's together and input the total for the Schedule D charge.

Will you be deducting any student loan interest paid? - This question will only help figure out if a client is eligible for a 1040EZ or not. If you charge the same for an EZ as an A or regular 1040 then you can remove this question. Otherwise you may want to keep it in.

Do you have a health savings account (HSA)? - - This question will only help figure out if a client is eligible for a 1040EZ or 1040A. If you charge the same for an EZ as an A or regular 1040 then you can remove this question. Otherwise you may want to keep it in.

Did you itemize last year? (i.e. Mortgage Interest, Property taxes, Donations) - A "Yes" answer here will include the charge for the Schedule A.

Will you be deducting any job expenses such as mileage, tools or travel expenses? - A "Yes" answer here will include the charge for the Form 2106.

Did you contribute to a retirement plan (401K/IRA)? - A "Yes" answer here will check to see if the client is eligible for the retirement saves tax credit and include that charge if so.

Did you or any dependents take any college classes last year? - A "Yes" answer here will include the charge for the Form 8863.

Did you pay for Daycare? - A "Yes" answer here will include the charge for the Form 2441.

Were you or any dependents uninsured at any time last year? - A "Yes" answer here will include the charge for the Form 8965 (Healthcare Insurance Penalty).

Were you or any of your dependents enrolled in the marketplace for health insurance last year at any time? - A "Yes" answer here will include the charge for the Form 8962 (Healthcare Premium Tax Credit).

How many state returns will you be filing? - An entry here will multiply the charge per state return by the number you input and include it into the total fee quoted. If you prepare returns in a state that does not have a state income tax then you may remove this question, otherwise you should keep it in.

How many city returns will you need to file? - An entry here will multiply the charge per city return by the number you input and include it into the total fee quoted.

MICHIGAN RESIDENT SPECIFIC QUESTIONS:

How much are your property taxes for the year? - An entry here will calculate if the client may be eligible for the Michigan Property Tax Credit and will charge for the form MI-CR accordingly.

How much did you pay in rent per month? - An entry here will calculate if the client may be eligible for the Michigan Rent Credit and will charge for the form MI-CR accordingly.

The Home Heating Credit is automatically calculated based on household size and income for those of you that are based in Michigan. For all others this will not calculate.

You may also change the wording for any question to better suit how you wish to ask the questions. Simply click on the question itself and you will be able to edit the exact wording. When finished editing click "Save Changes".

EMAIL OPTIONS

This is your email script that will be prefilled in with the client's quote data when the quote is given. Here, you can edit your email to say whatever you want.

REFERRAL OPTIONS

Here, you can customize the types of ways a client heard about you. This is optional and is not needed but we highly recommend it to keep track of how new clients are hearing about you. Is your advertising/marketing working or not. Which ads are working the best. Etc.

YOU ARE NOW READY TO PREPARE LIVE QUOTES!

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USING THE QUOTE TOOL

When you first login you will be taken to the page to create a new customer. If you want to view prior quotes you can click on "View Clients" at the top. For now, let's run through how to utilize the quote tool.

The first step is to create the new customer/caller. On this screen, you will be required to input the clients first and last name, and state. Everything else is optional.
However, we do recommend that you gather as much of the client's data from this screen as possible.
The email address is important if you would like to send them an email of the quote when finished.
The physical address could be important if you plan to mail them the quote or send them any marketing materials now and in the future.
The date of birth is only there to eliminate the 1040EZ if the client is over age 65.
The referral selection is used to keep track of how potential clients heard about you.

When you have all the information you want completed hit "Save and Continue".

This will bring you to the tool to create the quote to give to the potential client.

This tool was created to allow the tax preparer to give a more accurate fee estimate when a potential client calls or stops in to your office. So, when a call does come in requesting a price, you can log in to your EZ Quote tool and proceed to ask the caller the questions on the online questionnaire that you have customized during the setup process.

Following is a complete list of the questions in the quote tool with a description of the effects of each question if answered affirmatively or with an amount entered.

Filing status - Used in determining taxable income and most credit eligibility. This one cannot be removed.

How many dependent children do you claim? - Used in determining taxable income as well as most of the credits. This one cannot be removed.

Number of kids under age 17. - Used in determining if the client may be eligible for the child tax credit and/or the additional child tax credit. This one cannot be removed.

Total W2 Income - This one cannot be removed

Retirement Income from Pensions, IRA's and 401-K Distribution - Used in determining taxable income which can affect tax credits.

Unemployment Income - Used in determining taxable income which can affect tax credits.

Social Security Income - Used in determining taxable income which can affect tax credits. The software will automatically calculate the taxable portion of social security, if any, and add to Taxable Income.

Interest/Dividend Income over $1,500? - This question will only help figure out if a client is eligible for a 1040EZ or not. If you charge the same for an EZ as an A or regular 1040 then you can remove this question. Or if the majority of your clientele do not have this much interest/dividend income then you can be safe to remove this question. Otherwise you may want to keep it in.

Any self-employment income or 1099MISC's? - If answered "Yes" this will input the schedule C, Schedule SE, and 1 Form 4562 charge into the quote.

Do you own a farm? - If answered "Yes" this will input the schedule F, Schedule SE and 1 form 4562 charge into the quote.

Farm and/or SE Profit - Any amount input here will adjust the taxable income for the return and could affect what credits the client might be eligible for.

How many rental properties do you own? - The number of rental properties input will be multiplied by your charge for a Schedule E and figured into the quote. Also 1 form 4562 charge will also kick in. Only 1 4562 will charge no matter how many Rental Properties you input because a 4562 is not required during every year of a return that has rental units.

Did you sell any stocks/funds or other property last year? - A "Yes" answer here will include the charge for the Schedule D. We do not add in a charge for the 8949 but if you do charge additional for the 8949 along with a schedule D, you may want to total both fee's together and input the total for the schedule D.

Will you be deducting any student loan interest paid? - This question will only help figure out if a client is eligible for a 1040EZ or not. If you charge the same for an EZ as an A or regular 1040 then you can remove this question. Otherwise you may want to keep it in.

Do you have a health savings account (HSA)? - - This question will only help figure out if a client is eligible for a 1040EZ or 1040A. If you charge the same for an EZ as an A or regular 1040 then you can remove this question. Otherwise you may want to keep it in.

Did you itemize last year? (i.e. Mortgage Interest, Property taxes, Donations) - A "Yes" answer here will include the charge for the Schedule A.

Will you be deducting any job expenses such as mileage, tools or travel expenses? - A "Yes" answer here will include the charge for the Form 2106.

Did you contribute to a retirement plan (401K/IRA)? - A "Yes" answer here will check to see if the client is eligible for the retirement saves tax credit and include that charge if so.

Did you or any dependents take any college classes last year? - A "Yes" answer here will include the charge for the Form 8863.

Did you pay for Daycare? - A "Yes" answer here will include the charge for the Form 2441.

Were you or any dependents uninsured at any time last year? - A "Yes" answer here will include the charge for the Form 8965 (Healthcare Insurance Penalty).

Were you or any of your dependents enrolled in the marketplace for health insurance last year at any time? - A "Yes" answer here will include the charge for the Form 8962 (Healthcare Premium Tax Credit).

How many state returns will you be filing? - An entry here will multiply the charge per state return by the number you input and include it into the total fee quoted. If you prepare returns in a state that does not have a state income tax then you may remove this question, otherwise you should keep it in.

How many city returns will you need to file? - An entry here will multiply the charge per city return by the number you input and include it into the total fee quoted.

MICHIGAN RESIDENT SPECIFIC QUESTIONS:

(If you are not based in Michigan, these questions will not show up in your list of questions.)

How much are your property taxes for the year? - An entry here will calculate if the client may be eligible for the Michigan Property Tax Credit and will charge for the form MI-CR accordingly.

How much did you pay in rent per month? - An entry here will calculate if the client may be eligible for the Michigan Rent Credit and will charge for the form MI-CR accordingly.

The Home Heating Credit is automatically calculated based on household size and income for those of you that are based in Michigan. For all other states, this will not calculate.

You will notice that as you enter and change your answers to the questions, the quote will automatically update live showing the forms it is calculating based on the responses as well as the prices.

You should also notice that the default discounts that you created during the setup process are being applied.

Notice the quote total will give you a price range (if setup) at the bottom. This is after all discounts have been applied. This is what you can tell the client over the phone what their price may be this year. You also can override the discounts being applied here if you would like.

During the quote, you have the option to remove any of the form charges popping up in the quote results. Simply click on the form name under the quote results you want to remove. The form will then have a strikethrough line in it and the fee will be automatically removed from the quote total. To bring it back in, just click the form again. It works as a toggle for ease of use.

You also have a few blank adjustment lines for the quote. These are available for you to input additional fees if you like. Perhaps the client mentions a few things during the questionnaire that is not covered in our software, you could then add in a fee for these additions and have them computed for the total quote.

Editing A Client

By clicking on the "Pencil" in the upper right corner of the client box, you will be able to edit any of the information that was entered when you first setup the client. When finished editing simply click the blue "Save Changes" button towards the bottom.

You have a completed Quote! Now what?
The next step is completely up to you, but you do have some options here.

Option #1 - Simply tell the client what the price or price range will be and invite them to make an appointment or stop on in (if you take walk-ins). Then either close the software or click on "Quote Tool" to get ready for the next caller. The data is automatically saved!

Option #2 (recommended) - You can email/mail the quote to the client by doing the following:

  • Click on the "Email Quote" button.
  • Read through the email that pops up on the left-hand side and verify it says everything you want. (you can setup a default email template under "Customize Quote Tool")
  • If you wish to change anything in this email to this client you can do so by clicking the yellow "edit email" button.
  • When you are satisfied, simply click "Send Email".
  • You can also generate a pdf letter of the quote so you can mail it to the client in case they do not have an email address.
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View Client

Under the "View Clients" button you will be able to see a list of every quote given throughout the tax season. You can sort the list by any of the column headers such as name, date, or estimate total by simply clicking on the column header title.

If you want to see what forms were quoted for a client, click on the "Est. Total" for that particular client. This will take you into the quote tool and you will be able to see where that quote derived from in detail.

By clicking on the client's name, you can edit this client's information such as address or phone number, and you can also delete them completely from the system if you want by clicking on the "Delete Client" at the bottom. If you just want to delete that quote but keep the client in the system you can click on the trash can at the far left of the quote.

Exporting Client Data

Click the export icon at the top left of the screen and the software will automatically export the entire list of quotes into an excel spreadsheet.

*Only the most recent version of a quote will be saved. If you go back into a quote later to make changes, the quote will automatically save those changes and will discard the old quote. You cannot save multiple quotes for the same person at this time.