Tax Preparation & Planning


RFC offers its clients comprehensive tax services that range from income tax planning to the preparation of your return. Our knowledgeable professionals keep abreast of all changes and developments in state and federal tax laws and advise you throughout the year, so that you are in the best possible position when it's time to file your return.

In addition to basic tax planning, compliance and preparation needs, RFC offers a wide variety of services that include, but are not limited to, the following:

Individual Services

  • Charitable remainder trusts
  • Conservation easement credit consultation
  • Estate and trust administration
  • Gift, trust, and estate planning
  • Multi-state tax preparation and planning
  • Representation in tax examinations

Business/Corporate Services

  • Merger, acquisition/liquidation consultation and planning
  • Business valuation services
  • Transactional analysis for closely-held businesses and their owners
  • Real estate partnership formation and planning
  • Evaluation of business entity types
  • Multi-state tax preparation and planning
  • Management advisory services
  • Financial projection and forecasting
  • Representation in tax examinations