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ABOUT

'Simply For You' began as a family focused tax preparation service. The goal was to make sure everyone in the family maximized their returns, especially those who didn't have the traditional 1099 or W2. After years generating returns that dwarfed those of tax preparation firms, we decided it was time to share our practice with the rest of the world. Whether it's a business venture, side hustle, or just plain old 9 to 5, we've got you covered. 

OUR TEAM

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John McFarland

Founder and Principal

Our founder John McFarland got his start as a Financial Data Analyst, and has even worked in a few fortune 500 companies including Tesla and Amazon. His love for numbers brought him to tax code, and he hasn't looked back. He combines his mastery in number crunching with countless hours studying tax codes, ensuring top-notch service in tax preparation. 

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Erica Finney

Co-Founder, Advisor

Equipped with over 15 years of experience, Ex-H&R Block employee Erica Finney has a masterful understanding of tax code. Though most of her time is spent tending to her family, she acts as the principal advisor for Simply for you's tax related solutions.

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David Mayo

VP Marketing

Having single handedly scaled companies from low 4's to 6 figures in revenue within 6 months, David brings an invaluable set of tools to the organization.

Privacy Policy

Welcome to Simply For You! Keeping your private stuff private is super important to us. We're here to let you know exactly how we handle your info when you use our website, app, or get our help with your taxes and business stuff.

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What we Collect

Here's the scoop on what kind of info we might need from you:

  • Who You Are: We're talking name, email, phone number, and sometimes your social security number to make sure we're really working with you.

  • Your Money & Business Details: This means your tax ID, any bank stuff we need for filing your taxes, and info that helps us understand your financial situation or apply for business services you request (EIN, LLC, Business Licenses etc.).

  • How You Use Our Stuff: If you're on our website or using our services, we see things like your IP address and what kind of browser you're using, but this is just to make our services better for you.

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Why We Need Your Info

We use your details to:

  • File your taxes and help with business services.

  • Make our services and website work better.

  • Talk to you about your account or any deals we have.

  • Keep everything running smoothly and safely.

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Sharing Your Info

Just to reiterate: We don't sell your info. Period. We might share it with:

  • People who help us get our services to you (Our file transfer platform and tax/business service filing platform).

  • The law or government, but only if we really have to.

  • If we ever merge or sell, we might share it with the other party, but we'll let you know.

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Super Important: Your Financial and Business Info

All the info you give us is ONLY for fulfilling your tax and  business service needs. And we're all about keeping it safe. Unless you say otherwise, you'll send us this stuff through a super secure file-sharing website we have set up.

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Your Rights

Depending on where you live, you might have some rights like:

  • Taking a look at your info or fixing it.

  • Telling us to stop using your info in certain ways.

  • Getting your info moved somewhere else.

  • Saying no to annoying marketing emails.

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Keeping Your Info Safe

We've partnered with WeTransfer to ensure your Private Information stays private. Customers have the option to encrypt all their documents with a password, and they get peace of mind knowing 

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Updates to This Policy

We might change this policy now and then, but we'll always let you know by updating this page and the date up top.

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Questions?

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Got questions? Just reach out to us at 702-550-9394.

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