Do it yourself
Cancel Surgent yourself
TLDR: A subscription renews until you cancel it in writing at least 10 days before the next renewal. The terms say that cancellation takes effect the following month. An exam-review refund is a separate request to info@surgent.com within 10 days of the order, and only if the practice exams, coaching, and included CPE courses were not used.
Cancel a renewing subscription
The plan is a monthly, annual, or other subscription.
- 01Tell them in writing that you are cancelling the subscription.
- 02Send it no later than 10 days before the next renewal.
The terms say the cancellation takes effect the following month. If you do not cancel, it renews on the same terms. They do not name a mailing address for that notice. A video-stream membership is more specific: email info@surgent.com, or delete the account information in your subscriber profile. The card for that membership is charged at the start of each cycle until you do one of those.
Ask for an exam-review refund
You bought Surgent CPA, EA, CMA, CIA, or CISA review, and it is within 10 days of the order.
- 01Email info@surgent.com.
- 02Ask for the course fees to be refunded.
- 03Send it within 10 days of the order date.
They will not refund it after 10 days. You also must not have used any practice exams or one-on-one coaching, or opened the Surgent CPE courses that came with the review, including Ethics for Tax Professionals and Excel for Accounting and Finance Professionals.
How to know it worked
- A subscription keeps renewing until the written cancel. The terms say the cancel takes effect the following month.
- The Unlimited CE subscription page is titled Manual Renewal. It is $199 for one year of access from the purchase date. The general terms still say a subscription renews until you cancel it in writing.
- Texting STOP opts you out of text messages. The subscription cancel in the terms is the written notice.
Watch out for
- The terms do not print the clicks for deleting account information in the subscriber profile.
- If the exam course came with printed textbooks or flash cards, a cancellation fee applies, and you may keep those materials. The fee is $300 for CMA Review Ultimate Pass, EA Review Ultimate Pass, CISA Review Premier and Ultimate Pass, and CPA Review Premier and Ultimate Pass. It can be higher if a promo gift, such as a gift card, came with the order.
- The KnowFully refund policy on the same terms page is different: memberships, packages, certificate programs, courses, and other services can be refunded within 10 business days of purchase, if no credit has been granted. That contact is (800) 778-7436 or info@knowfully.com.
- The refund policy and the Unlimited CE page print this address: 9111 Cypress Waters Blvd, Suite 300, Dallas, TX 75019. The phone on those pages is (800) 778-7436. The terms do not say a cancellation letter has to go to that address.
Surgent refunds
- Exam review: within 10 days of the order, unused, by email to info@surgent.com. After 10 days, no refund. Printed books or flash cards can add a $300 cancellation fee on the courses listed above.
- The KnowFully policy on the terms page: within 10 business days of purchase, if no credit has been granted.
- The terms do not promise a refund of a renewal that already happened. The cancel has to be in writing at least 10 days before the next renewal.
Sources · checked 2 November 2026

