Personal Tax Consultant

Get a total 4 Tax & Financial Strategy Sessions, with year round personal tax and consulting services for individuals. Get the IRS tax protection you need year round, with unlimited IRS transcript services, text message, email and phone support. Stay connected with your Personal Tax Consultant all year round

Personal Matters Tax Consultation

  • Unlimited Phone Tax Consultation
  • Unlimited Chat Tax Consultation
  • Unlimited SMS (Text) Consultation 

Personal Tax Return Preparation 

  • Prepare and electronically file your personal federal and state tax return (includes all required forms)
  • Reviewed by Enrolled Agent

4 Tax & Financial Strategy Sessions

  • Personal Income Tax Planning Session
  • Estate & Survivorship Planning Session
  • Wealth & Retirement Planning Session
  • Budgeting & Cash Flow Planning Session 

IRS Tax Notice Review

  • Review your IRS notice and explain it to you
  • Contact the IRS to research your account
  • Determine the total balance owed, including tax, penalties, and interest
  • Analyze your specific circumstances to determine your options
  • Investigate and explain the solutions available to you

State Tax Notice Review

  • Review your State tax notice and explain it to you
  • Contact the State Tax Revenue to research your account
  • Determine the total balance owed, including tax, penalties, and interest
  • Analyze your specific circumstances to determine your options
  • Investigate and explain the solutions available to you

IRS Transcript Delivery & Monitoring

  • Monitor IRS account- Receive tax notice alerts and any changes to your IRS account
  • Account Transcript- IRS account records
  • Return Transcripts- Student FASFA requirement, etc
  • Wage & Income Transcript- Form W2, 1099, 1098 3rd party reporting

Additional Services & Benefits  

  • 25% OFF on any services requested that is outside the scope of services listed in personal tax consultant service package is covered under the additional services & benefits at 25% OFF including any billable hour services in accordance with our firms billing and financial policy and transparent fee schedule. 

Additional Services

Transparent Fee Schedule

Business Tax Consultant

Get a total of 4 Tax & Financial Strategy Sessions, with year round business tax and consulting services for small businesses. Get the IRS tax protection you need year round, with unlimited IRS transcript services, text message, email and phone support. Stay connected with your Business Tax Consultant all year round.

Business Matters Tax Consultation

  • Unlimited Phone Tax Consultation
  • Unlimited Chat Tax Consultation
  • Unlimited SMS (Text) Consultation 

Business Tax Return Preparation 

  • Prepare and electronically file your business federal and state tax return (includes all required forms)
  • Prepared by an Enrolled Agent

4 Tax & Financial Strategy Sessions

  • Business Income Tax Planning Session
  • Business Succession Planning Session
  • Employee Benefit Planning Session
  • Business Planning Session 

IRS Tax Notice Review

  • Review your IRS notice and explain it to you
  • Contact the IRS to research your account
  • Determine the total balance owed, including tax, penalties, and interest
  • Analyze your specific circumstances to determine your options
  • Investigate and explain the solutions available to you

State Tax Notice Review

  • Review your State tax notice and explain it to you
  • Contact the State Tax Revenue to research your account
  • Determine the total balance owed, including tax, penalties, and interest
  • Analyze your specific circumstances to determine your options
  • Investigate and explain the solutions available to you

IRS Transcript Delivery & Monitoring

  • Monitor IRS account- Receive tax notice alerts and any changes to your business IRS account
  • Account Transcript- IRS account records
  • Return Transcripts- Compliance transcripts
  • Payroll Reporting Transcript- Form W2, 1099, 1098 3rd party reporting

Additional Services & Benefits  

  • 25% OFF on any services requested that is outside the scope of services listed in business tax consultant service package is covered under the additional services & benefits at 25% OFF including any billable hour services in accordance with our firms billing and financial policy and transparent fee schedule. 

Add-On Services

Professional Bookkeeping- starting $300/m

Professional Payroll- starting $50/m

Get Started Today!

Shalom Consulting Group

Shalom Consulting Group

Veterans Owned Small Business

CAGE Code: 83FZ7

DUN Number 086079772

Primary NAICS 541219- Accounting Services

Other NAICS 541214- Payroll Services

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