TAX RETURN REVIEW
Review your tax return with one of our tax professionals prior to signing for e-filing.
Service Description
This service is only for clients in our program's SLASH TAXES and PRESERVE LEGACY areas. Said differently, if you have booked any tax service or are enrolled in either of our Spanancial Wellness® Programs, you can book this session for a FREE Tax Return review completed by our firm. You will be ready for this session when you have received the signature documentation to sign your tax return in our documentation portal. Please note that this service level's consultation policies and contract terms kick in, and it is super critical that you adhere to the 7-day communication policy outlined in our contract terms.
Cancellation Policy
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.
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.