Individual and Business Income Tax & Accounting Services

Tax & Accounting Services

From tax preparation and filing to planning, consulting, and resolution, we provide comprehensive support for individuals and businesses alike. Our personalized approach helps simplify complex tax matters so you can make informed decisions with confidence.

Individual Tax

Let us help manage your tax responsibilities with confidence. We provide a thorough review of your individual tax situation, including income, deductions, credits, and liabilities, to help you make the most of every available opportunity.

Corporate & Partnership Tax

Our services are designed to provide comprehensive tax support and expert insight, allowing you to focus on growing your business. We work closely with you to help navigate your business tax responsibilities with confidence.

Individual tax documents: Form 1040, W-2 and 1099, with a calculator and R|M Tax folder.

Corporate and partnership financial summary with charts, financial data, and R|M Tax folder

Trust and estate tax planning documents arranged with an R|M Tax folder and pen.

Trust & Estate Tax

We provide comprehensive tax support for trusts and estates, helping trustees, beneficiaries, and families navigate their tax responsibilities with confidence. Our approach focuses on managing income tax obligations efficiently while providing guidance throughout the process.

Gift Tax

We provide guidance on gift tax considerations to help you make informed decisions when transferring assets to family or others. Our approach helps you understand potential tax implications while making the most of available exclusions and planning opportunities.

Audits & Notices

We provide personalized guidance and support to help you navigate audits and tax notices with confidence. Our team will help you understand the issue, gather the necessary documentation, and determine the appropriate steps for responding.

Gift tax planning represented by an R|M Tax gift box with burgundy ribbon.

IRS tax notice and correspondence arranged with a pen and R|M Tax folder.

IRS & State Resolution

We provide experienced support to help resolve tax issues with the IRS and state taxing authorities. Whether you’re facing back taxes, penalties, payment arrangements, or other tax concerns, our team will guide you through the resolution process from start to finish.

Tax resolution folder with IRS, state, payment, and correspondence records.

Bookkeeping Support

We provide bookkeeping review and guidance to help ensure your financial records are accurate, organized, and ready for tax preparation. When ongoing bookkeeping support is needed, we can connect you with a trusted bookkeeper we work closely with.

Tax Planning

We provide proactive tax planning strategies that consider potential life changes, such as retirement, education expenses, or business growth. Our approach helps you prepare for future tax implications, identify planning opportunities, and make informed financial decisions with confidence.

Bookkeeping review with account reconciliation and financial records with pen, vase and calculator.

Three tax planning jars for tax, retirement, and savings with a calculator, notebook and vase.

Business growth chart with upward arrow on an R|M Tax notebook.

Startup & Business Consulting

Starting a new business is an exciting journey, but it comes with important financial and tax considerations. We provide guidance and practical strategies to help entrepreneurs make informed decisions, establish a strong foundation, and plan confidently for future growth.