RJM Tax & Financial Services

Advisory Services

The tax code is ever changing and is extremely complex. Here at RJM Tax and Financial Services, we believe the more you know about your tax situation, the better we can work with you. Our Advisory Services takes that belief to you in the form of one-on-one consultations tailored specifically to your situation. As you find yourselves in unfamiliar situations, we are here to guide you through your next steps. You may be buying or selling property, selected for an audit, receiving an inheritance, starting a new business, or acting on financial advice from a friend. We are prepared to help you make informed decisions.

Advisory Learning Session Topics

Individual Tax Efficiency

Income Source

Tax Privileged Accounts

Deductions and Credits

Employee Stock Compensation

Rental Property Operations

Real Estate Investing

Entity Structure Planning

Schedule C Business Operations and Expenses

Business Operations and Documentation

Cash Flow Planning

Company Fringe Benefits

Tax Preparation

Advisory Services

IRS Representation

Tax Preparation

Advisory Services

IRS Representation

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