Pay As You Grow Services
30 min
247 US dollars
1 hr 30 min
697 US dollars
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I just started my business: When should I hire The Money Council®?Our school of thought is always to engage a CPA initially and throughout your business journey. Consult with a CPA before you DIY your business paperwork. Explore our offers by starting a business evaluation. Click the button below to get started today.
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Your office shows you’re located physically in GA: do you support professionals in other states?The beauty of being a virtual, full-service Accounting firm is that we can deliver results across all 50 states! We find that operating a remote model has many advantages. The main advantage is that you aren't limited to working with local accounting professionals in your state.
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I’m working with another professional; is it easy to switch to The Money Council®Let's be straightforward. We believe it's beneficial for businesses to continue their professional relationship with their current accounting team and strive to resolve any misunderstandings. Once you've made an effort to address any issues with your current accounting team, we'll be open to earning your business. Jumpstart the process for FREE, and determine which service is best for you by clicking the button below.
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Do you do individual tax returns if I do not own a business?Ideally, the personal tax returns reflected on the site are for clients for whom we complete their business tax returns. Without a business, we will need to customize an individual tax return fee based on form-based pricing, which is outside the scope of our listed tax services. Please email us at support@themoneycouncil.com to inquire about tax services.
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What happens after I apply to work with The Money Council®?You will receive a confirmation email once you book your $100 Strategic Discovery session. We will explain how our unique services align with solving your challenges upon attending that session. The immediate next step will be a Legacy Math Evaluation, during which we will review your finances to confirm or adjust that what was recommended during our call aligns with our initial recommended path forward.
Consultation Policy:
Once a consultation is booked, our team begins the necessary research to deliver proper advice to the client based on information provided at checkout. Clients will be emailed the consultation confirmation and ample reminder emails via the email address you used to purchase the consultation. If we have begun consultation research, which occurs 24 hours after payment, the most refund a client can receive back is the price paid minus $250. This amount is not guaranteed when requested but only provided when the client has provided ample communication or has attempted to reschedule their consultation. The refund may be less if we have begun the tax preparation process. We will not provide any refund if the client misses a scheduled meeting or fails to reschedule based on our booking policy.
Confidentiality & Non-Disclosure Agreement
Any information, strategies, or materials shared during the consultation are provided exclusively for the Client’s personal use and benefit. The Client agrees not to share, distribute, or disclose any proprietary information, insights, or materials gained during the consultation with any third parties, in any format, without the express written consent of the Consultant. Failure to adhere to this confidentiality agreement will be considered a breach of contract and may result in immediate termination of services without refund.
Third-Party Representation:
By purchasing our consultation service, you are consenting to allow our entire firm to work on your accounting matters. Our staff members include Certified Public Accountants, Enrolled Agents, and administrative staff. Renesha Davis, although she is our founding CPA, she is not the only CPA in our office and your accounting matters and may or may not be assigned directly to her accounting research.
Service Rendered:
When purchasing the consultation services, The Money Council, LLC, Renesha Davis, CPA, and the office staff therein, are not consenting to representation throughout the tax resolution process beyond the selected service. The service fee covers the precise and only the exact service listed in the description of the store product page. Services beyond the listed description should not be expected from The Money Council, LLC nor will they be performed without an additional payment and agreement for services.
Please read our full legal terms and agreements here.