Digital Product License & Terms of Use

By purchasing, downloading, accessing, or using any digital product sold by Caroline LeVere Consulting, including but not limited to the Tax Pro Cheat Sheet, Tax Pro Playbook, Editable WISP, Tax Pro Starter Bundle, templates, guides, checklists, and related materials, you agree to the following terms.

1. Ownership
All digital products and their contents are the intellectual property of Caroline LeVere Consulting and are protected by applicable copyright and intellectual property laws.

Your purchase provides you with a limited license to use the product. You are not purchasing ownership of the product, its design, content, or intellectual property rights.

2. Individual License
Unless otherwise stated at the time of purchase, digital products are sold under an Individual License.

An Individual License allows one purchaser/Tax Professional to:

• Download and save the purchased product.
• Print copies for their own professional use.
• Use the Cheat Sheet, Playbook, and other resources as personal desk/reference materials.
• Customize an Editable WISP for the purchaser's own tax business, when applicable.

An Individual License does not permit the purchaser to share the digital files with coworkers, employees, other Tax Pros, tax offices, students, clients, Facebook groups, online communities, or other third parties.

3. Tax Office License
A Tax Office License permits one tax business to use designated products among the number of Tax Professionals covered by the license purchased.

License examples:

• 5-User License: Up to 5 authorized Tax Professionals.
• 10-User License: Up to 10 authorized Tax Professionals.
• 25-User License: Up to 25 authorized Tax Professionals.

The license applies to one tax business/organization unless otherwise stated in writing.

The licensed office may distribute the applicable Cheat Sheet, Playbook, or other licensed materials
internally to the number of authorized users covered by its license.

Purchasing a Tax Office License does not give the purchaser the right to sell, redistribute, sublicense, publish, or provide the materials to unrelated businesses or individuals.

4. WISP Use
Only one Editable WISP is required to be provided with an eligible Tax Office package, regardless of the number of licensed Tax Professionals covered by that package.

The purchasing tax office may customize the WISP for its own business operations.

The WISP may not be customized and resold to other businesses, distributed as a template, uploaded to another platform, or provided to unrelated Tax Professionals or tax offices.

5. Prohibited Uses
Unless Caroline LeVere Consulting provides prior written authorization, purchasers may NOT:

• Resell any digital product.
• Share purchased files with unlicensed individuals.
• Upload products to Facebook groups, shared drives, membership sites, courses, or online communities.
• Reproduce the materials for resale or commercial distribution.
• Give copies to other Tax Professionals who have not purchased or been covered by an applicable license.
• Sublicense the materials.
• Remove copyright notices, branding, or ownership information.
• Claim the materials as their own work.
• Use the products to create substantially similar products for resale.
• Sell or distribute modified versions of the products.

6. Copyright
Unless otherwise specifically stated: © 2026 Caroline LeVere Consulting. All Rights Reserved.
Purchase of a product does not transfer copyright or other intellectual property rights to the purchaser.

7. Educational & Informational Disclaimer
Products sold by Caroline LeVere Consulting are provided for educational, informational, reference, and business-use purposes.

Tax laws, regulations, IRS guidance, forms, thresholds, procedures, and interpretations may change.
Tax Professionals remain responsible for conducting appropriate due diligence, verifying current tax law and IRS guidance, exercising professional judgment, and determining the proper tax treatment for each client's individual circumstances.

The Cheat Sheet, Playbook, and other educational materials are not substitutes for professional judgment, independent research, due diligence, or current IRS guidance.

8. WISP Disclaimer
The Editable WISP is provided as a customizable business and educational resource.
Purchase, customization, or possession of the WISP does not by itself guarantee compliance with IRS, FTC, federal, state, local, or other applicable information-security requirements.

Each purchaser is responsible for customizing, implementing, maintaining, testing, reviewing, and
updating the WISP according to the business's actual operations, technology, personnel, security practices, and applicable requirements.

Caroline LeVere Consulting does not represent that the WISP has been reviewed, approved, certified, or endorsed by the IRS or any other government agency.

9. Digital Product Refund Policy
Because these products are digital products that provide immediate access to downloadable content, all sales are generally final once the product has been delivered, downloaded, or accessed, except where otherwise required by applicable law.

If you experience a technical problem accessing your purchase, please contact Caroline LeVere Consulting for assistance.

10. Updates
Unless specifically included with the product at the time of purchase, purchasing a digital product does not guarantee access to future editions, annual updates, revisions, or replacement products.
For example, purchasing a 2026 Tax Pro Playbook does not automatically provide access to future-year Playbooks.

11. Unauthorized Use
Caroline LeVere Consulting reserves the right to terminate a license if the purchaser violates these terms. Unauthorized reproduction, sharing, resale, or distribution may also result in appropriate action to protect Caroline LeVere Consulting's intellectual property rights.

12. Limitation of Liability
To the fullest extent permitted by applicable law, Caroline LeVere Consulting shall not be responsible for losses, penalties, damages, tax liabilities, security incidents, business losses, or other consequences arising from a purchaser's use, misuse, interpretation, implementation, or reliance upon the digital products.

Purchasers remain responsible for their own professional decisions, business practices, tax preparation, due diligence, security procedures, and regulatory compliance.

13. Acceptance of Terms
By purchasing, downloading, accessing, or using a Caroline LeVere Consulting digital product, the
purchaser acknowledges that they have read, understood, and agreed to these Digital Product License & Terms of Use.

Purchasing a product constitutes acceptance of the license applicable to that purchase.