Services
RPTS is recognized for its customer service mission. This is what makes mine different from other businesses. My main focus is to gain your trust. Whether you are an individual, a family, self-employed or retired I know that every financial situation is different, and each year can bring additional changes.
At tax time and throughout the year, customers rely on RPTS to provide dependable income tax preparation and filing with a personal approach. Every tax situation is explained thoroughly to provide you peace of mind and to make sure that every possible deduction is discussed. I will work tirelessly to understand and complete whatever is the best tax strategy for your situation.
Some of the services that are offered consist of:
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage your personal tax issues. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state, and local tax legislation and other developments affect you and I am constantly identifying new ways to reduce federal, state or local tax liabilities.
Virtual Tax Preparation
It’s a very fast paced world and during recent times we have seen the benefits of remote work. RPTS offers an encrypted link to share information. We can schedule an appointment and meet via video or on the phone at a time convenient to you. Perhaps you feel better having contactless communication or simply do not want to take time out of your busy life to commute to a different location. RPTS can accommodate those needs while still providing safe, secure and professional attention.
Bookkeeping for Sole Proprietors
Today’s economic world consists of many entrepreneurs. Perhaps you teach Yoga classes, or you drive for Uber or Lyft. You think that perhaps there is nothing you can deduct because you don’t have employees or an actual business space. Many people simply include what they earned on their personal taxes without considering a lot of different deductions that you may be entitled to. I can help you figure out your income vs expenses and break down this information for your Schedule C on your personal tax return. I can provide comprehensive bookkeeping in this situation to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your financial systems keep pace with your business needs.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. I offer Notary Public services and I am available when you need me.
Audit Protection
An IRS audit can be an intimidating and complex process. I work with a 3rd Party company that has years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. They even offer identity protection in conjunction with their audit protection.