RJM Tax and Financial Planning Services

Consulting Services

RJM Tax Services offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Accounting Services

RJM Tax Services offers a complete range of accounting services, including receivables, payables, and payroll management. RJM Tax Services will also prepare custom financial reports for internal, managerial use.

Tax Preparation 

RJM Tax Services offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

Online Tax Preparation 

Do your own taxes online. Four Versions to Choose From

There is now a CompleteTax option for every taxpayer! No matter what your requirements are for filing your taxes this year, CompleteTax has the solution. The website has been totally redone with incredible refund monitoring and online help. Here is what they are offering:

CompleteTax Free Free online tax preparation for the first-time filer, those claiming the Earned Income Tax Credit or others who just want to accurately prepare their 1040EZ tax return and get the biggest refund

CompleteTax Basic

Perfect for families with children. Make the most of itemized deductions and credits

CompleteTax Premium

For the small business entrepreneur who has self-employment or S Corporation income

CompleteTax Deluxe

For investors and homeowners. * Easier than ever. CompleteTax guides customers through a straightforward interview process using easy-to-understand language. Customers don’t have to worry about complicated tax jargon; rather they answer simple questions with CompleteTax handling the heavy lifting. * Automatic error checking. CompleteTax automatically checks for mistakes and oversights to help customers identify credits and deductions that can increase their refunds.

Payroll Services

RJM Tax Services offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

Bookkeeping/Write-Up

RJM Tax Services provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables/payables tracking and analysis.

Estate Planning

RJM Tax Services offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. 

Cash Flow & Budgeting Analysis

RJM Tax Services offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable. 

IRS and State/Local Representation

RJM Tax Services knows the tax laws, and we know how your tax return was prepared. As an Enrolled Agent we can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Installment Agreements and Offers in Compromise with the IRS.

Tax Services

RJM Tax Services offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. RJM Tax Services also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning 

RJM Tax Services continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Management Advisory Services

RJM Tax Services offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more. Pension & Profit Sharing Plans

Would you like help setting up a pension or profit sharing plan? Talk to us!

Sales Tax Services

RJM Tax Services prepares all sales tax filings and offers full sales tax audit representation. Estate, Gift and Trust Tax

Return Preparation

RJM Tax Services provides expert preparation of federal and state estate, gift, and trust tax returns.

Retirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle–or an even better one–than you do now, you need to start planning for retirement…NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Benefit Plan Services

RJM Tax Services can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.