Your Numbers, Perfected
Our Services
We offer a suite of services designed to streamline your finances, translating complexity into actionable clarity.
Tax Planning Services
We prepare accurate, timely federal and state tax returns for individuals, businesses, trusts, and estates. Our process focuses on maximizing allowable deductions and credits while ensuring full compliance with current tax laws. Whether your situation is straightforward or complex, we handle your filings with precision and care.
Information Preparation Services
At Shalom Tax Accounting Firm LLC, we provide professional tax preparation services for individuals, families, self-employed professionals, and businesses. Our goal is to prepare your tax returns accurately while helping you understand your tax situation and identify deductions and credits available under current tax law.
Small Business Advisory Services
We provide practical, tax-focused advisory services for entrepreneurs and growing businesses. This includes cash-flow analysis, tax projections, and guidance on business decisions from a financial and tax perspective. Our role is to help you make informed decisions with confidence.
Payroll & Compliance Support
We assist businesses with payroll processing and payroll tax compliance, including quarterly and annual filings. Our services help reduce errors, avoid penalties, and ensure employees are paid correctly and on time. We also assist with payroll corrections and year-end reporting.
IRS Representation
As federally licensed Enrolled Agents, we are authorized to represent taxpayers before the Internal Revenue Service. We communicate directly with the IRS on your behalf to resolve audits, notices, collections, and appeals. Our goal is to protect your rights, reduce stress, and reach the most favorable resolution possible
Tax Resolution & Relief
If you owe back taxes or are facing IRS enforcement, we provide strategic solutions to regain control. Services include installment agreements, Offers in Compromise, penalty abatement, lien and levy relief, and assistance with unfiled returns. We work to stop collection actions and create a clear path forward.
Business Tax Services
We support small businesses with comprehensive tax services tailored to their structure and industry. From startup guidance to ongoing compliance, we help businesses stay organized, minimize tax exposure, and make informed decisions. Our services are designed to grow with your business.
International & Expat Tax Services
For clients with foreign income or assets, we offer specialized reporting and compliance services. This includes FBAR and FATCA filings, foreign income reporting, and U.S. tax returns for expatriates and non-residents. We help you meet your obligations while avoiding costly penalties.
Quality Service & Exceptional Results
Our services. Fractional Advisory Services
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Fractional Advisory Services
Fractional services provide businesses with experienced financial leadership and strategic support—without the cost of a full-time executive. We work as a part-time, on-demand advisor, delivering high-level insight tailored to your business size, goals, and stage of growth.
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Fractional CFO Services
Our Fractional CFO services help business owners understand the financial health of their company and make informed decisions. We provide strategic financial guidance, cash-flow oversight, budgeting, forecasting, and tax-aware planning. This service is ideal for growing businesses that need expert financial leadership but are not ready for a full-time CFO.
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Key Focus Areas:
Cash flow management and forecasting â—Ź Budget creation and performance monitoring â—Ź Financial reporting and analysis â—Ź Profitability and cost control strategies â—Ź Tax-efficient decision support
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Fractional Controller Services
Fractional Controller services focus on strengthening internal financial systems and processes. We ensure your accounting records are accurate, consistent, and properly structured to support management decisions and tax compliance.
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Key Focus Areas:
Oversight of bookkeeping and accounting processes â—Ź Monthly financial close coordination â—Ź Internal controls and financial procedures â—Ź Cleanup and standardization of financial records â—Ź Support for tax reporting readiness
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Fractional Financial Management
This service bridges the gap between daily operations and long-term planning. We help business owners interpret financial data, track key performance indicators (KPIs), and align financial activity with business goals.
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Key Focus Areas:
Financial dashboards and KPI tracking â—Ź Revenue and expense trend analysis â—Ź Break-even and margin analysis â—Ź Scenario and growth planning â—Ź Ongoing advisory support
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Who Fractional Services Are For
Fractional services are ideal for:
Small to mid-sized businesses â—Ź Startups preparing for growth â—Ź Business owners seeking financial clarity â—Ź Companies transitioning from basic bookkeeping to strategic planning These services scale with your business and provide flexibility as your needs evolve.
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How Fractional Services Add Value
â—Ź Executive-level insight at a fraction of the cost â—Ź Improved financial visibility and control â—Ź Better decision-making using accurate data â—Ź Reduced risk through proactive planning â—Ź Seamless coordination with tax and compliance services
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Our Approach
We work collaboratively with business owners, bookkeepers, and other advisors to deliver clear, actionable guidance. Our role is advisory and operational—not legal or investment-based—ensuring compliance while
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The Methodology
From Onboarding to Insight
Phase One
Seamless Onboarding
We begin by integrating your existing creative workflows into our tech-driven platform for a friction-less start.
Phase Two
Strategic Analysis
Our experts dive deep into your numbers, identifying hidden patterns and opportunities for optimization and long-term clarity.
Phase Three
Empowered Insight
Regular reporting and proactive guidance empower you to make informed decisions that growth your bold ventures with control.
