Get year-round personal tax and consulting services. Get the IRS tax protection you need year-round, with unlimited IRS transcript services, text message, email, and phone support. Stay connected with your tax accountant and consulting team 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
Tax & Financial Strategy Sessions
Personal Income Tax Projections
Budgeting & Cash Flow Management
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
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 the personal tax consultant service package is covered under the additional services & benefits at 25% OFF including any billable hour services in accordance with our firm's billing and financial policy and transparent fee schedule.