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LEGAL & DISCLOSURES

Disclosures.

Important information about the services and professional scope of Simply Done Right.

Professional services

Simply Done Right, LLC is not a certified public accounting firm. We do not provide audit, review, examination, or other attest services, and do not issue an accountant’s assurance or audit opinion.

Bookkeeping, payroll, tax preparation and other services are offered only within the scope agreed for a particular engagement. Specific services may be subject to additional terms and document requirements.

Information on this website

Website materials are provided for general information only. They are not individualized tax, accounting, legal, investment or financial advice, and do not establish a client relationship. No particular tax, financial or business outcome is promised.

Do not submit confidential tax or financial records through the public inquiry form. Current clients should use the secure portal provided during onboarding.