LEGACY MATH™
Get strategic tax planning delivered tailored to your family's legacy plans.
Service Description
Legacy Math is an overarching concept in which you balance the dynamics of wealth and taxes to maximize your family legacy. Book this service if you're ready to explore how your income-generating ideas will materialize in your bookkeeping and tax processes to generate a multi-generational legacy for your family. Or, if you're a Corporate Pro with big legacy dreams, this is for you! In this session, we can review historical tax returns to see if you're leaving anything on the table.
Cancellation Policy
No Chargebacks: 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. No Guarantee of Financial Results The information provided through our services, seminars, and consultations is for educational and informational purposes only. While we strive to offer valuable insights and strategies, individual financial success and outcomes are influenced by many factors, including personal effort, market conditions, and other variables beyond our control. As such, we do not guarantee any specific financial results or outcomes. You are encouraged to consult with your own financial, tax, or legal professionals to assess the applicability of the strategies discussed to your particular situation. All decisions made based on the information provided are solely your responsibility.
Contact Details
404-480-5209
support@themoneycouncil.com
260 Peachtree Street Northwest suite 2200, Atlanta, GA, USA
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.