Tax preparation and filing
Tax time doesn’t have to be tedious.
When you make us your choice for tax preparation, you get professional expertise and attention to detail, delivered with the convenience of a secure digital workflow and a low-friction process you’ll appreciate.
Our tax preparation services offer you:
- Personalized simplicity — Every client is different, and every tax return requires a fresh look and due diligence. We investigate all appropriate deductions and consider your unique set of circumstances to help minimize your tax obligation. We do the legwork, you relax and focus on other important things.
- Digital convenience — From organizing and sharing your tax documents to electronic signing and filing, we offer the convenience of an efficient digital experience to save you time and effort.
- Year-round support — Our team is available to work with you throughout the year to help you make wise tax decisions and craft a strategic tax plan for optimal results. See our tax planning services.
Choose the tax preparation base package that’s the best starting point for you.
We can customize each to meet your specific requirements.
| Tax Basic | Tax Standard | Tax Complete | |
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Starting at $795/yr |
Starting at $250/mo |
Starting at $375/mo |
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Tax Preparation |
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Preparation of All Federal and State Forms Including Electronic Filing |
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Secure Electronic Access to Client Records |
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Advice |
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Enhanced |
Transformational Tax Planning |
Audit Protection |
Optional |
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Estimate Payment Reminders for Business Principals |
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Tax Return Adjustments for Your Accounting System |
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Continuance of Detailed Tax Plan Implementation |
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Quarterly Tax Plan Review and Update |
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Annual Tax Strategy Meeting |
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Support |
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Email Support Response Time |
72 Hours |
48 Hours |
24 Hours |
Phone or Video Consultation |
30 Min/Year |
2 Hrs/Year |
4 Hrs/Year |
Billing |
Annual |
Monthly |
Monthly |
Let us tackle your taxes.
Let the team at RWM & Company take away the burden of sorting out your tax obligation and preparing your returns. Time is money, and we’ll help you save both.