Unlock Your Financial Edge.
Your Success is Our Strategy.
At Vertex Consulting Services, we take the stress and confusion out of taxes and business finances. We work with individuals and business owners to file accurately, resolve past tax issues, and stay compliant—while positioning their financial profile for growth and homeownership.
We don’t just file taxes. We clean up what’s holding you back, optimize your filings, and help build the financial picture lenders want to see—so you can move forward with confidence.
For realtors, our Exclusive Referral Program handles past filings and tax resolution that delay closings, helping clients become mortgage-ready and keeping deals on track.mortgage-ready and keeping deals on track.
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Jeremy Jackson
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About Us
We Turn Financial Stress Into
Financial Freedom
At Vertex Consulting Services, we know that managing taxes and finances can feel like an uphill battle. Whether you are exhausted from trying to track every business expense or frustrated because a past tax issue is standing between you and your dream home, we are here to clear the path.
Our Mission
Our mission is to empower our clients by simplifying complex financial processes and providing expert, personalized consulting that drives sustainable growth and financial confidence.
Our Vision
To be the leading, trusted consulting firm renowned for transforming financial challenges into long-term wealth creation, delivering a consistently pleasant and supportive experience for every client.
Home owners
Strategic Financial Planning to help you achieve homeownership and build lasting wealth through real estate.
Realtors
Tailored solutions addressing your unique pain points, from Business Structuring to Tax Optimization.
Small Business Owners
Comprehensive business setup and financial consulting to launch and grow your enterprise successfully.
Unique Expertise That
Guarantees Success
Maximizing
Returns & Profit
We focus on profit maximization for Small Businesses and ensuring W-2 Workers and EIC Clients receive their maximum legal tax refunds while streamlining financial tracking.
The Path to Homeownership
We guide future homeowners by optimizing tax filings to improve loan eligibility and resolving tax hurdles that stand in the way of mortgage approval.
Exclusive Referral Program for Realtors
We resolve your clients' Past Filings and tax resolution issues, clearing their path to purchase and positioning you as a trusted, all-in-one resource.
Meet the CEO
Shemika W. is the visionary founder and CEO of Vertex Consulting Services. With over a decade of experience in the financial consulting industry, she has built a reputation for delivering exceptional results and transforming clients' financial futures.
Her journey began with a passion for helping individuals and families achieve financial stability. This passion evolved into a mission to democratize access to expert financial guidance, particularly for underserved communities.
Under her leadership, Vertex Consulting Services has helped hundreds of clients achieve their goals, from homeownership dreams to successful business launches. Shemika's approach combines technical expertise with genuine care for each client's unique situation.
Taxslayer Tax Software
Packages
Our innovative tax software at Vertex Consulting Services is perfect for tax preparers starting their own business. Secure your software package today!
Our software adapts to your unique needs, handling every stage of running a tax business smoothly.
What sets us apart is our interactive user interface. Clients can engage with it in real time, securely sharing their sensitive information via our protected portal.
We offer various software packages, each providing clear, concise information to help you make the right choice.
Each transaction gathers essential information from clients through secure, easy-to-use forms, requiring signatures for full transparency and security.
If you have questions or need help, our website offers complete support. You can also schedule a consultation with our experts and click right below to get your FREE demo today!!
FEATURES
Jumpstart
(PTIN Holders Only)
$145
Yearly
PRO PATH
(Web Based or Desktop)
$675
Yearly
PEAK PERFORMER
(Desktop and Web Based)
$997
Yearly
You must have EFIN
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Unlimited User Tax Software
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Unlimited Returns
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Unlimited Technical Support
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Unlimited Partner Support (Group Support and 1 on 1 Mentorship)
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Self-Paced Software Training
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Incorporation of Tax Bank Products in the Package
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(5) Tax Office Flyers Design
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Marketing Assistance and Templates
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What Clients Have to Say About Vertex Consulting Services
Real Results, Real Clients.
Ready for Your 5-Star Experience?
Take the first step towards financial freedom. Book your consultation today and discover how Vertex can transform your financial future.
Become a Referral Partner
Do you know someone who could benefit from top-notch tax services? Help them out and get rewarded by joining our referral program!
It’s simple: just share our services with friends, family, or colleagues, and for every new client you bring on board, you’ll earn a referral fee.
Signing up is easy, and once you do, we’ll let you know all about the different referral fees you can earn. They vary, so there’s a good chance you’ll find the rewards quite appealing!
Get started today and turn your recommendations into rewards. We handle all the tax services your referrals need, and you enjoy the benefits. It’s a win-win!
Contact Us