Services
All provided services are not listed.
Tax Preparation/Planning
Processing individual, self employed, small business, and college students tax returns whether they are for the current or previous tax year. Implement a tax plan to assist with your tax liability and proper tax filing. With Rich Tax Services and Financial, you will receive your accurate maximum refund.
Circuit Breaker
“A tax refund in the United States given to low income individuals and families whose property tax liability is a large percentage of their yearly income.”
Financial Advising
Financial services and guidance to clients who may need assistance with 401(k)/ IRA setup, Life Insurance, and establishing a plan on how they can beneficially spend revenues.
Small Business
Tax preparation specialized specifically for small businesses.
Back Taxes
Taxes that have been partially or fully unpaid in the year that they were due, will create an offset. To avoid an offset let us serve you by filing your taxes and IRS representation for appropriate payments options.
Consultations
We offer one on one consultations for our clients whether it’s physically or virtually.
1 on 1 Business Coaching Session
Business Startup Questions?
Bookkeeping Questions?
Tax Questions?
IRS Concerns?
This is a 1-hour Business Coaching or Business Start-Up Strategy in this call; we will discuss the following:
- Starting a Business
- Choosing the proper business structure (LLC, Scorp, etc.) and how each entity is taxed
- Which State to Register Business
- Getting your EIN
- Fees to Consider
- Basic Bookkeeping Knowledge
- Tax Planning
1 on 1 Business Motivational Coaching
Do you have a dream or passion and sometimes feel defeated and get stuck with your business? This is for you
- Discovery call
- Identify your struggle areas
- Pro and Cons of your industry
- set a plan in place
- motivational call
30 Minute Client Check-In Session
Web conferencing details were provided upon confirmation.
This meeting is for current clients for a monthly/quarterly check-in. We will review your recent financials and discuss any questions regarding your estimated taxes for the current year or any other concerns you may have.
QuickBooks Setup
Web conferencing details were provided upon confirmation.
We will set up your company in QuickBooks, link your bank/credit card accounts, and train you on how to import transactions, categorize transactions, and review your financial statements.
S-Corp transition entity formation from LLC
Tax Business In A Box
Do you want to start a tax preparation business? But have no idea where to start. We’ll provide everything you need to create your own tax company.
Franchising opportunities are available. To book a consultation and see if you would be a good fit, please contact us.
Business Start-Up Strategy Call
Web conferencing details were provided upon confirmation.
We will set up your company in QuickBooks, link your bank/credit card accounts, and train you on how to import transactions, categorize transactions, and review your financial statements.
Business Tax Consultation Services
Available in 15 / 30 / 60 minute incremenets.