Services

Tax Preparation

We will prepare your business and personal income tax returns to ensure they comply with federal, state and local laws to avoid costly penalties. Proactive tax planning will ensure maximum savings on your return.

Why Should RBA Prepare My Taxes?

In addition to preparing your taxes, we keep detailed records that ensure your return and documentation pass the highest standards of compliance.

We’ll make sure you get the maximum amount of deductions and credits. And we'll also provide you with additional steps you can take to pass an IRS audit.

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  • "RBA can spot an inefficiency a mile away. They have helped me steer my business at every major crossroad – in smart, deliberate ways."

    Katherine B.

  • “I haven't had this personable experience with any CPA before I met Ronica. Today our taxes are on track and we are working on tax planning.”

    Lucy K.

  • "RBA put me at ease with the confidence of knowing that we were in capable and experienced hands. Their advice over the years has been quite sage and relevant to us."

    Jacqui C.

  • “Ronica has done my business and personal taxes for the last several years. She is very professional and clearly explains everything.”

    Nadine R.

  • “Ronica is professional, thorough, and creative. She is knowledgeable about business strategy and has been valuable to my team.”

    Timothy H.

  • "In the first year of using RBA for tax planning, I saved over $3,000 and for the next 12 months, I would have saved well over $10,000. That's quite of money I can put back into my business or in my pocket."

    Chris R.

  • "The greatest benefit about working with Ronica is that I was able to focus on growing my business as opposed to trying to figure out a tax plan."

    Walter I.

  • "Ronica took our accounting and business planning to a new level. She brought tips, insights and savings that are typically used for large corporations and applied it to our small business."

    Nicole C.

  • "My previous accountant was not doing my taxes correctly for my S-Corp. I had no idea. RBA got me in-line with IRS rules and saved me money!"

    Karen L.

  • "Ronica has been patient with me at every step of the way, explaining laws applicable to my situation and providing examples to make sure I understand where I am and where I'm going."

    Christa T.

  • "RBA is both timely and thorough. Also, I find thier use of secure online business tools convenient as they eliminate the need for in person communication."

    Lionel W.

  • "Ronica is a consummate professional who helped me gather together all of my tax information and complete my return flawlessly."

    Denise E.

  • "RBA has helped us and guided us towards making the right tax decisions; ones that meet our needs for not just the current year, but also with an eye towards our future."

    Jim F.

  • "I would recommend Ronica to business owners who need to better understand current cash flow needs and develop strategies to convert accrued revenue into cash in accounts."

    Keith H.

  • "When I first hired Ronica, I was interested in getting taxes done. However, that was just the start of a powerful relationship in business growth."

    Nicole K.

Frequently Asked Questions:

  • You can deduct all “ordinary and necessary” business expenses, however, tax law stipulates which expenses are “ordinary and necessary” based on the type of business you operate. Many businesses have opportunities for deductions that do not apply to other types of businesses. Our tax experts can help maximize your deductions based on your unique business and situation.

  • The PTET election option allows certain pass-through entities to pay tax at the entity level, avoiding federal limitations. So far, we’ve seen savings range between $1,600 and $60,000 when this option is selected. The amount of savings can vary depending on your income and tax rate, so if you file as an S-corporation or a partnership, we strongly recommend scheduling an analysis with us.

  • Bonus depreciation has changed from 100% to 40%. This means that if you purchased a new asset such as medical equipment or a vehicle for your business, you can only deduct 40% of the total cost despite the fact that it is 100% for your business. A “Section 179” can help with this, although there are limitations to its deductions. Each business will need to be analyzed separately to account for these limitations.

Preparation Resources:

Learn how you can save thousands of dollars on this year’s tax return.

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