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Tax Services

The money you make and the money you get to keep are two different things. But, when R&W Financial Services handles your tax planning and preparation, you can be confident that every deduction, break, and incentive will be considered so you pay the lowest taxes possible. Our experienced accountants are highly educated and experienced in tax planning and will work hard to make every dollar count.

Business Tax Preparation

Don’t risk overlooking tax deductions and credits that could save you thousands of dollars. When we prepare your business tax return, you can be confident that it’s free of costly errors. We’ll keep you in compliance with all current regulations while minimizing the taxes owed.

Income Tax Preparation for Individuals

Our tax preparation services are a great value for you and your family. We offer high quality services from knowledgeable tax bookkeepers who will prepare your income taxes at competitive rates.

Tax Planning Services

Business owners and individuals rely on our skills and experience to develop proactive tax planning strategies that are designed to minimize tax liabilities.

IRS Tax Problem Resolution

If you’re experiencing tax problems, we’ll step in and deal with the IRS to rectify a wide variety of issues including wage garnishment, back taxes, tax liens, and tax levies.

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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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