Financial & Taxes Consulting

We are here to maximize your tax refund and remove any stress or doubt you have

It's time to get ready!

Our team is dedicated in making this process as smooth and streamline as possible. We’re here to walk you through each step of the way, keep you informed and help you gather all necessary documents. We also review previous tax returns to ensure no deduction or credit was left unclaimed or behind. With our deep understanding of the intricacies of tax codes, rest assured that we'll accurately file your taxes to maximize your deductions and minimize your liabilities.

We're here to help you, and ensure a smooth and successful tax season for you. Lets work together!

Areas of Services

Tax Preparation

Our tax professionals understand the complexities of tax codes so you wont have to. We assure all forms are precisely filed to minimize your liability and maximize your returns.

Before starting, we review and analyze your previous 1040 form, to ensure all eligible deductions and credits were applied. Once the review is completed, we will prepare and submit your current 1040 to the IRS.

Financial Consulting

We offer post-tax season consultations to help you better prepare for the upcoming year. Our services include customized advice to maximize your income and savings, budgeting, retirement planning, investments, debt management and more.

Real Estate

Our team guides you through the housing market structure, providing consultation on home purchases and investments while tying it to current economic events. We coordinate the process of finding the right financing options for you and explain the legal and financial implications of your transactions.

We're here to help you save time and money while making a successful transaction.

Client Reviews

  • Sharielly was such a huge help during this tax season. She was extremely timely in her communication with me, and consistently provided updates as the process continued. She answered all of my questions in a way that was simple and easy for a newbie like myself to understand; Which made the process feel so simple, straight forward, and really worked to help me get the largest refund possible. I will most definitely be returning next year for support on my taxes again.

    -Michael Broughton

  • Sharielly was extremely knowledgeable and resourceful throughout my tax preparation experience. I appreciated her professionalism and her ability to thoroughly break down and explain everything to me. They always responded very quickly and answered all of my questions in detail. They were very prompt in updating me on any new information or changes during my tax filing process.

    -Briana Weatherly

  • Tax season is usually a super stressful time but Sharielly made the whole thing completely stress free. Throughout the process she showed so much passion to making sure that I was not going to have to pay anything out of pocket (which I didn’t) and that I was inputting everything I could to secure a good refund. I appreciate her professionalism and communication skills which helped me understand the tax process as a whole. I also need to highlight Sharielly’s communication skills during the time we did my taxes. She was so upfront about everything and made sure to keep me in the loop with everything that she was doing. I really appreciated that and it overall made me feel heard. Would definitely recommend her if you are looking for a tax consultant!

    -Jaylene Celpa

  • The best tax filing experience I have ever had by far! Incredible communication, very thorough, quick responses, gentle reminders. Couldn’t imagine a better communication style. 10/10!

    -Mercedes Olmsted

  • My experience with SJTaxConsulting was phenomenal. Sharielly made sure to go through my previous tax return from a previous year to double check that no money was left on the table. Extremely professional and super friendly. Would highly recommend her services.

    -Brianna Rivera

  • This was the first year filing alone and Sharielly made the process so easy for me. She asked me important spending questions and how I can better my return for next year. Her communication was great both via text and call.

    -Greicy Wong

  • I had the great fortune of discovering an absolute gem in the world of tax services, Sharielly’s ability to explain even the most convoluted concepts in a simple and relatable manner is truly commendable. What sets Shari apart is not just her professionalism, but also her genuine dedication to helping others. When it came time to tackle my family's taxes, she went above and beyond the call of duty. With meticulous attention to detail, she meticulously reviewed our financial records, leaving no stone unturned. Her thoroughness and precision ensured that we maximized our returns. Beyond her undeniable expertise, my friend's warm and friendly nature shines through in every interaction. She creates a comfortable and welcoming environment that immediately puts you at ease. No question is too trivial, and she patiently takes the time to address all concerns, ensuring that you feel empowered and informed. In conclusion, I cannot recommend my close friend's tax services highly enough. She is a consummate professional who combines her extensive knowledge with an unwavering commitment to her clients' financial success. From educating individuals on the importance of understanding their finances to going the extra mile in assisting with family taxes, her contributions are invaluable. With her guidance, you can rest assured that your financial well-being is in the hands of a remarkable professional who is not only highly skilled but also genuinely cares about your success.

    -Andy Gonzalez

  • Excellent from start to finish. Communication was clear, and easy to understand, with reply’s being fast/timely

    -Nathaniel Mckenzie

  • It was a quick and easy experience. Sharielly made the process understandable and quick. I would definitely recommend to others. Communication was quick and responsive.

    -Joel Canela

  • Great! Very helpful and already excited to learn how I can maximize my earnings and returns for the future.

    -Danellys Wong

  • Great! Very professional and fast. Very efficient. Appreciate the updates mid process.

    -Jessica Ross

  • Sharielly was professional, flexible, and communicative. She saved me a ton on my taxes and gave me pointers on what to keep an eye out for in my spending for the 2024 year.

    Samuel McCausland