Terms of Service

Educational content about tax planning for business owners: live online events, recorded courses, written materials, and software tools.

You must be at least 18 and able to enter a binding contract.

• No professional relationship is formed. Buying a course, attending an event, asking a question in a session, or exchanging emails with us does not create a CPA-client, attorney-client, or advisory relationship.
• We do not prepare or file returns through this program, and we do not review your specific facts and tell you what to do.
• Your circumstances are yours. Tax outcomes depend on facts we do not have and on law that changes. Before acting on anything you learn here, consult your own qualified tax professional, who can consider your full situation and take responsibility for the position.
• Any figures, examples, or scenarios are illustrative only. They are teaching devices, not projections of your result, and we make no guarantee of any tax saving, refund, or financial outcome whatsoever.
• Strategies discussed may not be available to you, may require specific elections or timing, and may carry risks or costs we do not cover.

Where the program is presented by a licensed CPA, that person is acting as an educator, not as your advisor, and not on behalf of any accounting practice they may separately own or work for.

• Prices are shown in US dollars and charged at checkout.
• Payments are processed by Stripe. By purchasing you also accept Stripe's terms.
• Access to purchased material is personal to you and not transferable unless we say otherwise in the offer.
• Optional add-ons presented at checkout are clearly priced and never pre-selected.

Refunds

We want you to feel good about what you bought. Here’s exactly how refunds work.

Live workshops and Intensives. If you attend and it wasn't worth what you paid, email support@buildwealthsavetaxes.com within 7 days of the event and we'll refund your seat in full. No form, no reason required.

Workbooks, guides, recordings, and other digital downloads. If you refund your seat inside that window, anything you bought alongside it comes back too. Bought on its own, a digital product is non-refundable once you've downloaded or opened it — but if something's wrong with it, tell us and we'll fix it or refund it.

Credits toward a future Intensive. If you bought a half-price credit toward an Intensive we haven't scheduled yet, you can ask for a refund any time before that Intensive is scheduled. And if we haven't scheduled it within 12 months of your purchase, we'll refund you automatically — you won't have to ask.

The MasterClass cohort and the platform software. Seats are capped, and each one takes a place someone else can't have. Refunds are available until 7 days after the program opens — the start of week two. After that your seat and the platform access included with it are yours, and are non-refundable.

Ongoing platform subscriptions. When the months included with your enrolment end, the platform renews at the rate shown when you subscribed. Cancel any time from your account and you won't be charged again. We don't refund part of a period that's already begun.

How refunds are paid. Back to your original payment method, usually within 5–10 business days of approval.

Before you dispute a charge, please email us. Almost everything is faster to solve directly, and a bank dispute takes weeks.

Nothing here limits any right you have under law that can’t be waived.

If you give us a mobile number, you can tick either of two separate consent boxes. The first covers text messages about workshops you register for, including confirmations, the join link, and reminders. The second covers marketing and promotional text messages, including invitations to future workshops and exclusive offers.

• Each box is optional, unchecked by default, and never required to register or buy anything.
• Message frequency varies.
• Message and data rates may apply.
• Reply STOP to opt out at any time. Reply HELP for help, or email support@buildwealthsavetaxes.com.
• Carriers are not liable for delayed or undelivered messages.
• How we handle mobile data is set out in our Privacy Policy.

Buying from us or signing up subscribes you to related emails. Every email carries an unsubscribe link.

All content — text, video, slides, workbooks, tools, and recordings — is owned by us or licensed to us and protected by copyright. You may use it for your own business. You may not record, republish, resell, share logins, or distribute it without written permission.

Don’t misuse the site: no attempts to break, overload, or gain unauthorised access; no scraping; no uploading anything unlawful; no reselling access.

We may change the date, time, platform, or presenter of a live event. If we cancel outright, you’ll be offered a seat at the next equivalent event or a refund. Attendance may be recorded; by attending you consent to appearing incidentally in the recording. We will not use your name, image, or words in marketing without separate written permission.

We link to other sites and tools. We don’t control them and aren’t responsible for their content or practices.

The site and materials are provided “as is” without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the site will be uninterrupted or error-free.

To the fullest extent permitted by law, SCFOS LLC and its members, officers, and contractors are not liable for any indirect, incidental, consequential, special, or punitive damages, or for lost profits, lost savings, tax penalties, interest, or additional tax assessed, arising out of your use of the site or materials.

Our total liability for any claim is limited to the amount you paid us for the product or event giving rise to the claim.

Some jurisdictions don’t allow these limits; where that’s so, they apply to the fullest extent permitted.

You agree to indemnify us against claims arising from your misuse of the site or your breach of these terms.

These terms are governed by the laws of the State of Wyoming, without regard to conflict-of-law rules. Disputes will be brought in the state or federal courts located in the State of Wyoming.

We may update these terms. The date above will change, and continued use after a change means you accept it.