TERMS OF SERVICE Last updated: May 2026

Agreement By accessing or purchasing from sundaecpa.com you agree to these terms. Please read them carefully.

Digital Products - No Refunds All sales of digital products are final. Due to the instant downloadable nature of our products, we do not offer refunds once delivery has been made. Please review product descriptions carefully before purchasing.

Personal Use Only All content, workbooks, and materials purchased from SundaeCPA™ are for your personal use only. Reproduction, resale, or redistribution in any form without written permission is strictly prohibited.

Not Professional Advice The content offered by SundaeCPA™ is for educational and coaching purposes only. It does not constitute legal, financial, or therapeutic advice. For personalized financial or legal guidance please consult a licensed professional.

Intellectual Property All content on this site including copy, images, workbooks, and branding is the intellectual property of SundaeCPA™ and may not be used without express written consent.

Limitation of Liability SundaeCPA™ is not liable for any indirect, incidental, or consequential damages arising from the use of our products or services.

Changes to Terms We reserve the right to update these terms at any time. Continued use of our site following any changes constitutes acceptance of the new terms.

Disclaimer SundaeCPA™ is an educational and coaching brand. Content offered through SundaeCPA™ is for educational and personal development purposes only and does not constitute financial, investment, legal, or therapeutic advice. SundaeCPA™ is operated by a New York State licensed CPA and Series 65 qualified investment adviser representative. Advisory services are offered separately through a registered investment adviser.

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