Tax Concierge

Unlimited Tax Advice

Concierge Benefit Services is offering a very unique solution to tax service. It’s not easy getting your tax questions answered quickly anymore by a tax professional without feeling like you are going to get a large bill at the end of the phone conversation. Whether you are an individual or a small business, our Tax Hotline service is not only affordable but it saves you a lot of time and energy.

Utilizing technology and over 20 years of experience in helping people navigate through the tax laws is priceless in itself. Check out our video below to better explain our service:

  • As a member you will receive:
  • Unlimited advice on federal taxation via toll-free phone call/fax/e-mail
  • Unlimited advice on federal taxation for small business owners (sole proprietors)
  • Advice regarding IRS Audits and IRS Notifications
  • Tax planning
  • Review of prior year’s tax return
  • Members portal with: tax tips, tax law changes, tax organization area, IRS audit area, IRS notification area, member advice on-line
  • All advice is backed by a $1 million liability policy!


Use our Tax Hotline as the voice behind the software

With today’s tax software programs, users need more than help screens. Our Tax Hotline steps in with tax advice tailored specifically to an individual’s unique situation. Live, one-on-one, direct answers to members’ tax questions over the phone. When pop-up screens just aren’t popping up with the right answer, our Tax Hotline experts are a phone call away with reliable advice.

My advisor solved my question with in just a few moments!


Use our Tax Hotline as an interpreter of IRS speak

Tax Hotline will review any notice or letter issued by the IRS and provide professional advice on how to understand and solve the matter. Our Tax Hotline experts assist and advise members who get audited. They review the IRS audit notification and help sort out the facts. Members also have access to a web-based IRS Audit Tutorial, as well as an IRS Notification Tutorial that helps take the terror out of those ominous-looking IRS letters.


Our Tax Hotline is a tax advisor for people in all income brackets

According to Thomas J. Stanley in his book, The Millionaire Mind, “The number one activity for millionaires is consulting with a tax expert.” For most of us, tax consultation isn’t that high on our list of things to do, but it’s still vitally important for nearly everyone at one time or another. Our Tax Hotline members seek and receive advice on the tax implications of all these everyday financial matters:

  • Individual Retirement Accounts, Roth IRAs, 401k plans, SEPs
  • Healthcare spending accounts
  • Investment timing and strategies
  • Capital gains
  • Real estate timing and strategies
  • The tax advantages of home ownership
  • Divorce
  • Inheritance
  • Retirement planning

Our Tax Hotline will also review a member’s prior year’s tax return. This review can reveal costly errors and generate a source of extra tax savings.


Tax Advice for all the stages in your life:

  • Individual, Family, Small Business, etc.
  • Newly Married
  • Home Improvements
  • Purchasing a Home
  • Having Children
  • College
  • Starting a Business
  • Retirement
$9.95 per Month for Household

You authorized Concierge Benefit Services to charge the credit card or ACH debit indicated in this authorization. If the above noted payment dates fall on a weekend or holiday, you understand that the payments may be executed on the prior business day. You understand that this authorization will remain in effect until you cancel it in writing, and you agree to notify Concierge Benefit Services in writing of any changes in your account information or termination of this authorization at least 15 days prior to the next billing date. This payment authorization is for the type of bill indicated above. You certify that you are an authorized user of this credit card or bank account and that you will not dispute the scheduled payments with your Credit Card Company or bank provided the transactions correspond to the terms indicated in this authorization.  A hard copy of your authorization is available upon request at the number below for a period of two years.


For questions about your billing please contact Concierge Benefit Services Customer Service Department at 1-844-560-7727

Standard 1-5 business days $7.95
Two Day 2 business days $15
Next Day 1 business day $30
* Free on orders of $50 or more