Client Services
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Accounting Services

At R & W Financial Services, we offer accounting made easy. Our accounting and bookkeeping services allow you to manage your finances and see beyond the numbers to make the right moves for your business. As your accounting firm, we funnel a steady supply of financial data your way to help you manage cash flow, monitor expenses, and keep your business on track. We’re also on hand to discuss concerns and assist you in making tough financial decisions.

Accounting and Bookkeeping

We’ll put together a package of accounting services that’s perfectly matched to your needs and can be adjusted as your business grows.

Outsourced bookkeeping / CFO Services

Our outsourced bookkeeping services are an economical option for all kinds of small businesses. From new business start-ups to established small businesses, we can assemble a cost-effective package of bookkeeping services configured to the needs of your business. Outsourcing to us means you’ll have more time to focus on building your business, bringing in revenue, and reaching your financial goals.

Budgeting and Financial Forecasting

We have the powerful business improvement solutions to reduce taxes, increase efficiencies, and enable you to take hold of higher profits.

Schedule A Consultation

Schedule an office visit or phone conference with one of advisors today. 

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Contact Us

R & W Financial Services

500 E. Carson Plaza Dr, #209

Carson, CA 90746

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2020 Tax Info Sheet

    Your First Name *
    Your Last Name *
    Occupation *
    Social Security Number *
    Birthdate *
    Spouse First Name
    Spouse Last Name
    Occupation
    Spouse Social Security Number
    Spouse Birthdate
    Address 1 *
    Address 2
    City *
    State *
    Zipcode *
    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 #1 SSN
    Dependent #1 Birthdate
    Dependent #1 Relation
    Dependent #2 First Name
    Dependent #2 Last Name
    Dependent #2 SSN
    Dependent #2 Birthdate
    Dependent #2 Relation
    Dependent #3 First Name
    Dependent #3 Last Name
    Dependent #3 SSN
    Dependent #3 Birthdate
    Dependent #1 Relation
    Dependent #4 First Name
    Dependent #4 Last Name
    Dependent #4 SSN
    Dependent #4 Birthdate
    Dependent #4 Relation

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

    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:

    City
    State
    Zipcode
    TaxID
    Amount Paid
    Phone

    >>>>>>>> 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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