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About Us

At R&W Financial Services, our goal is to service and assist the communiy with information to improve their financial health and wealth.  We help clients make quality choices for their financial future while maintaining the maximum income and reducing their tax liabilities.

R&W has over 28+ years in the tax and financial services industry.  We can provide insight on how taxes work and how to reduce your taxable income and improve your net income.  Through personal and business strategists we can show clients how to maintain and keep a great income stream.  How investing & saving, and knowing how to correctly withhold taxes for your household can position you for a future of wealth.

R&W provides tax, bookkeeping, and accounting services for individuals, Sole Proprietorships, LLC’s, LLP’s Partnerships and Small & Medium size corporations.  In addition, we also offer financial services, Insurance services and Real Estate services.  We would love to hear from you and if you have any questions call or email us.

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2020 Tax Info Sheet

    Social Security Number *

    Birthdate *

    Spouse Social Security Number

    Spouse Birthdate

    Address 1 *

    Address 2

    Home Phone Number *:

    Work Phone Number:

    Cell Phone Number*:

    Spouse Cell Phone Number:

    Your Email *

    Total of Dependents

    Number of Children

    Non-Children

    >>>>>>>> Dependents <<<<<<<<

    Dependent #1 First Name

    Dependent #1 Last Name

    Dependent #2 First Name

    Dependent #2 Last Name

    Dependent #3 First Name

    Dependent #3 Last Name

    Dependent #4 First Name

    Dependent #4 Last Name

    >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>><<<

    Did you receive Unemployment?:

    How many W-2's received?:

    Any 1099's?:

    How many 1099's?:

    Cash out a retirement?:

    Health care all year?:

    Employer paid health?:

    Health care stmt attchd?:

    >>>>>>> CHILD CARE <<<<<<<<

    Name:

    Address:

    >>>>>>>> DONATIONS / CHURCH <<<<<<<<

    Name:

    Address:

    Amt donated:

    >>>>>>>> SCHEDULE C INFORMATION (Sole Proprietor) <<<<<<<<

    Business Name:

    Business Address:

    Bus. Tax ID:

    >>>>>>>> Landlord (If you rent) <<<<<<<<

    Landlord Name:

    Landlord Address:

    Landlord phone:

    >>>>>>>> BANK INFORMATION FOR DIRECT DEPOSIT <<<<<<<<

    Bank Name:

    Bank Account#:

    Bank Routing#:

    Account Name:

    Deposit into?:

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