Individual Tax Preparation

WARNING: IRS Audits Rapidly Increasing…
How Confident Are You That Your Return is Accurate?
Could You be Missing Potential Deductions?

10 million taxpayers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line on their tax return. Will you miss a similar opportunity this year in your tax preparation?

Today’s tax laws are increasingly complicated and the rules for deductions and credits change year by year. Are you aware of all the deductions and credits that might be available to you this year, even on the most basic of tax returns? Perhaps you feel secure in your do-it-yourself tax preparation software, but let’s face it… There is no substitute for an experienced tax preparation professional who can answer your questions and ask you the questions that might be key to saving you tax dollars.

With our tax return services you get:

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Assurance that your return has been checked and double-checked for mathematical accuracy and errors that are commonly flagged by the IRS, resulting in fewer chances for contact by the IRS.

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Tips for better managing your payroll withholding so that you can have the advantage of greater income all year long, rather than loaning that money to the government and waiting for it to come back in the form of your yearly tax return.

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A list of common deductions that may benefit you in the coming year, and tips for limiting your future tax liability.

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Electronic filing for a quicker refund.

What to Expect When You Work with RLJ Financial Services, Inc.

Our team uses an 8-step process to complete your tax return:

Step 1: Complete our Initial Signature Pages

You’ll review, sign, and date the documents enclosed in your tax organizer packet and return in the envelope included or scan & upload digitally.

Step 2: Complete your pricing package selection

There are two ways to select and pay for your tax package:

Electronic Option (our preferred method)
Paper Option (included with paper tax organizer)

Step 3:

Fill out your interactive questionnaire. This questionnaire should only take 15-20 minutes to fill out.

Step 4:

Fill out your paper organizer. You’ll fill out our paper tax organizer or let us know if you would like a pdf version to complete instead.

Step 5:

Send us your tax document. You’ll drop off/mail or upload your tax documents to our office prior to your tax appointment, sending all your tax documents at one time.

Step 6:

RLJ Team prepares your returns. Our team will meet with you during your appointment or contact you via phone or video recording to review your tax results. Once completed, our team will email you a signature request form.

Step 7:

Sign E-file authorization forms. You’ll check your email(s) for a signature request from our team. Both taxpayer and spouse must sign, and payment is expected prior to electronically filing your tax returns.

Step 8:

RLJ Team will electronically file your tax returns with the IRS and upload a PDF copy for you.

Let Us Help:

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!