Your tax does not begin and end at tax filing.  Taking proactive steps to minimize your tax burden is always key. 

I will work with you throughout the year to maintain your compliance with tax law while optimizing your financial health - both on an individual level and/ or your small business.

• Strategic business tax planning

• Tax planning for individuals

• Estimated Tax Payments

• Alternative minimum tax planning

• Multi-state tax planning

Received a tax notice from the IRS or a state revenue department? Not to worry, I can help! As an IRS Enrolled Agent, I have been granted the authority to represent taxpayers in front of the IRS and have done so numerous times.

• Prior year tax filings

• Refund tracking

• IRS tax audit representation

• Release tax liens and levy

• Installment Agreements

• Payroll tax issues

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Utilizing over 12 years of Big 4 tax experience, I will prepare your tax return utilizing every deduction, allowance & tax break allowed by the authorities, to optimize your tax position.

Preparing your own tax return sounds like a great way to save time and money but in the end may ultimately result in exactly the opposite and also flag you for IRS audits. Get it done once and get it done right with me. 

• Expatriate tax return preparation including all forms such as FBAR

• Business tax preparation 

• State tax filings for businesses

• Income tax returns for individuals

• Trust and estate tax return

• Efiling

• Business Entity Selection, Incorporation & Document Preparation

• Residential & Non-Resident Tax Registration & Tax ID Numbers

• Accounting, Bookkeeping and Write-up Services

• General ledger and financial statement preparation.

• Accounting system setup and support

• Payroll and sales tax processing

• Cash flow budgeting and forecasting.

• Personal financial statement

Having a meeting/ seminar and need a session on financial planning and/or tax education? R.D. Tax Solutions is equipped to assist.

• ​Group education

• Individual education

• Seminars