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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
Product
$9.95 per Month for Household

1.To speak with a tax professional, please call (844) 560-7727 and press prompt 5 for your Tax Concierge.

You can also view specific information about your subscription by logging into your member portal at: www.mybenefitservices.com/members.  By logging in to your account, you are able to change your billing information, register the entire household and add or cancel services.  Please note that your monthly subscription charge will show on up on your statement as "Concierge Benefit Services".

 

As a Tax Hotline member, your benefits include:

  • Unlimited access to Tax Professionals year-round
  • Free review of last year’s tax return
  • Research of complex tax issues
  • Advice regarding IRS Audits and Notifications
  • Discounted tax return preparation
  • Tax Tips for personal and small business owners (Sole Proprietors)
  • Explanation of Tax Law changes
  • And much, much more!

Our toll-free number directly connects you to tax professionals, who are experienced in all aspects of taxation. There's never a charge for phone calls to our experienced tax professionals.  Plus, all your consultations are kept strictly confidential.

Tax Advice for All the Stages in Your Life

Employment - Your tax professional can assist you in choosing exemption allowances or verify whether you qualify for job search exemption deductions.

  • Marriage- Your tax professional can help in understanding how the marriage penalty might affect you.
  • Home Improvements - Your tax professional can help you understand what home improvements may help you qualify for tax credits.
  • Buying a House - Check with your tax professional to see if you are able to deduct your mortgage interest and property taxes in the first year of your purchase of a new home.
  • Having Children- Talk with a tax professional to see if you qualify for the Child Tax Credit or the Child Care Credit.
  • Children in College - Your tax professional can assist you with which tax credits or deductions you may qualify for; such as the HOPE Scholarship and Lifetime Learning Credits.
  • Starting a Business- If you've started a business, you might consider enlisting the help of a tax professional to make sure you know how to file under your new circumstances.
  • Retirement- Consult with your tax professional to see the tax implications on your retirement accounts and Social Security.
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