Unlock the full potential of saving on taxes by understanding advanced tax strategies.
We don’t just crunch data; we craft a comprehensive tax strategy that integrates your wealth, tax, and legacy goals.
This Service is for you if:
- If you want a professional CPA or EA to complete your tax return who is an expert at navigating the US tax code to ensure your return is IRS audit-ready.
- You want to outsource your IRS notifications to a CPA.
- You want to reduce the likelihood of an IRS audit by ensuring that the information entered on your tax return is non-contestable
This personal return does NOT include your business tax return. As a result, your business return need to be added separately if you desire for our firm to complete on our side.
This personal return does NOT include catching up your busienss bookkeeping. Should you need a full clean up AND tax preparation service both business and personally, review our "PRESERVE LEGACY" Service programs for a full business reset.
Book a FREE 15-minute discovery (click button at top of page) to speak with our client engagement manager for next steps.
Once you check out, you will receive a next-step email detailing how to access your client portal to jumpstart your tax services with our a firm.
PERSONAL RETURN
Tax Service Policy:
Once a tax return is purchased, and our team begins the tax preparation process immediately. Clients will be emailed the tax organizer and welcome guide instantly via the email you purchase the service. If we have begun your tax preparation process, which occurs immediately upon 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 not yet completed the tax organizer. The refund may be less if we have begun the tax preparation process. We will not provide a full refund after we have begun working on your tax return.
Once a tax return draft is submitted to the client, there is no option for a refund. The client agrees to this understanding by submitting payment via our website and submitting their tax organizer to our firm for representation.
Third-Party Representation:
By purchasing our tax service, you are consenting to allow our entire firm to work on your tax return preparation. 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 tax return may or may not be assigned directly to her for filing.
Service Rendered:
When purchasing the tax services, The Money Council, PLLC, Renesha Davis, Esq, 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.
Chargeback Policy:
Client acknowledges and agrees that no chargebacks shall be allowed for any service rendered or any payment made to Company. In the event that PayPal, Stripe, or any other third-party online payment service grants a refund or chargeback in contravention to these terms and conditions, Client shall take any and all actions and execute all documents deemed necessary by Company to reverse such refund or chargeback. Client also agrees that Client’s signature on this Agreement shall be sufficient documentation to an online payment service needing proof or documentation that the service was rendered pursuant to this Agreement or needing justification for a reversal of a chargeback/refund. Further, in the event of a chargeback, whether authorized or unauthorized by Client after the Services have actually been rendered, Client agrees that Client will provide the outstanding payment to Company within five (5) calendar days of notice. Unpaid balances will accrue interest in the amount of ten (10) percent per month until the outstanding balance is paid.
Fraudulent Chargebacks: Client agrees not to authorize any chargebacks for Services actually rendered by Company and understands that the authorization of a chargeback for Services actually rendered may constitute theft of Services under O.C.G.A. § 16-8-5.