Terms & Conditions

Effective August 7, 2026

Educational information

Website materials and free resources are general educational information and are not accounting, tax, legal, investment, or other professional advice for a specific organization.

No engagement until accepted

Submitting a form, downloading a resource, or scheduling a conversation does not create a client relationship. Services begin only after Roma Financials and the client sign an engagement agreement.

Use of resources

Free resources may be downloaded and used internally by the recipient. They may not be resold, republished, branded as another firm's work, or distributed commercially without written permission.

Website availability

Roma Financials works to keep the website accurate and available but does not guarantee uninterrupted access or that every item will apply to every organization.

Contact

Questions may be sent to support@romafinancials.com or 407-502-6777.