Terence McGee, EA, MBA
Founder & Principal, McGee's Consulting LLC
Professional delivery lead, Hearth engagements
About Terence
McGee's Consulting LLC is the professional tax and accounting delivery layer named in Hearth's current governance model when engagement documents assign that role. Terence McGee, EA, MBA, is founder and principal — with over two decades of experience across multi-entity businesses and professional practices, from bookkeeping and payroll to entity-level tax architecture and long-range planning.
The partner firm keeps the client relationship and remains the advisor of record. Where the engagement includes professional tax or accounting services through McGee's, Terence and his practice deliver that work under the terms identified in the engagement documents — so architecture, preparation, and operations stay with one accountable professional layer.
Why McGee's Consulting
Firms rely on McGee's Consulting when an engagement needs licensed, practitioner-grade tax and accounting delivery behind Hearth capabilities — not a marketplace referral and not a replacement for the firm's client relationship. Enrolled Agent depth, multi-entity experience, and continuity between tax architecture and preparation give the engagement file a clear professional owner when documents assign that role to McGee's.
Areas of expertise
Professional experience
Professional delivery lead
2024 – PresentHearth engagements
Leads tax architecture, preparation, accounting, and financial planning through McGee's Consulting LLC on Hearth engagements where applicable documents assign that professional-delivery role.
Founder & Principal
2008 – PresentMcGee's Consulting LLC
Built a full-service tax and accounting practice serving businesses and individuals across Upstate South Carolina.
Education & credentials
2010
MBA, Business Administration
University of South Carolina Upstate
2006
B.S., Business Administration
University of South Carolina Upstate
Active
Enrolled Agent (EA)
Internal Revenue Service
Federally licensed to represent taxpayers before the IRS
Community leadership
Advisory Board Member, The Advanced Institution for Development and Learning (AID-L) — a nonprofit supporting families of children with special needs through education and development programs.
Volunteers financial expertise to help AID-L maintain fiscal health and expand its reach across the Upstate South Carolina community.
Understand the professional delivery layer.
Review how firm, Hearth, and McGee's Consulting are assigned in engagement documents — or book a consult for diligence on in-scope professional work.