Terms & Conditions

By using this website, you agree to the following terms and conditions.

The information provided on this website is for educational purposes only and should not be considered tax, legal, or financial advice.

Retirement Taxes Made Simple, a DBA of Birdie’s Insurance Agency, LLC, makes no guarantees regarding outcomes or results based on the information provided.

All services are provided based on individual consultation and may vary depending on personal circumstances.

By using this site, you agree not to hold the company liable for any decisions made based on the information presented.

For more information on how we collect, use, and protect your data, please review our Privacy Policy:

https://www.retirementtaxesmadesimple.com/privacy-policy

By providing your phone number, you consent to receive SMS messages related to appointment scheduling, confirmations, and reminders. Message frequency may vary. Message & data rates may apply. Reply STOP to unsubscribe or HELP for assistance. We are not responsible for delays or undelivered messages. You must be 18 years or older to use this service.

If you have questions, please contact:

[email protected]