Time remaining until Tax Filing Deadline
Days
Hours
Minutes
Seconds

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. 

Secure Document Upload

Upload your client documents to us safely and securely

Add Your Heading Text Here

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?:

    Select your files one at a time, 2mb file size limit per file