Tax preparation and filing
Tax time doesn’t have to be tedious.
If you file business tax returns or complicated personal tax returns with itemized deductions, investment income, etc., tax time can be a taxing experience. Work with the team at RWM & Company to ease your tax-time anxiety and ensure your full tax code compliance while minimizing your financial liability. We know that every client is different and deserves personalized attention.
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.
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
Starting at $795 p/yr
- Includes:
- Preparation of all federal and state forms including electronic filing
- Secure electronic access to client records
- Advice
- Annual billing
- Optional audit protection
- Support
- 72 hours or less email support response time
- Phone or video consultation—up to 30 minutes per year
Tax Standard
Starting at $250 p/mo
- Includes Tax Basic, PLUS:
- Monthly billing
- Estimate payment reminders for business principals
- Tax return adjustments for your accounting system.
- Enhanced advice
- Audit protection included
- Support
- 48 hours or less email support response time
- Phone consultation—up to 2 hours per year
Tax Complete
Starting at $375 p/mo
- **Requires detailed tax plan service; includes Tax Standard, PLUS:
- Transformational tax planning and advice
- Continuance of detailed tax plan implementation
- Quarterly tax plan review and update
- Annual tax strategy meeting
- Support
- 24 hours or less email support response time
- Phone consultation—up to 4 hours per year
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.
