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Get in touch with us

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Address

4953 Vine Street
San Diego, CA 92465

Office hours

Workdays at
9:00am – 6:00pm
Call us
(815) 555-5555

Let’s get connected

Get in Touch

From Tax Preparation to Financial Planning, Rich Tax Services and Financial has your back with experience, attention to detail, and a wealth of knowledge in the industry.  Contact Rich Tax Services and Financial today!

Do you need a fast cash advance loan up to $6,000

Need cash now?  Contact us about a refund advance loan of up to 6k.

What We Do

There is no problem too BIG or small for our tax preparation establishment. We apply critical thinking and problem-solving strategies for tax preparation and financial wellness. We analyze difficult tax returns and create custom outlets for resolutions.

Services

How Can We Help You

TAX PREPARATION / PLANNING

TAX PREPARATION / PLANNING

Processing individual, self employed, small business, and college students tax returns whether they are for the current or previous tax year. Implement a tax plan to assist with your tax liability and proper tax filing. With Rich Tax Services and Financial, you will receive your accurate maximum refund.

SMALL BUSINESS

SMALL BUSINESS

Tax preparation specialized specifically for small businesses. 

1 on 1 Business Coaching Session

1 on 1 Business Coaching Session

Business Startup Questions?
Bookkeeping Questions?
Tax Questions?
IRS Concerns?

This is a 1-hour Business Coaching or Business Start-Up Strategy in this call; we will discuss the following:

Starting a Business
Choosing the proper business structure (LLC, Scorp, etc.) and how each entity is taxed
Which State to Register Business
Getting your EIN
Fees to Consider
Basic Bookkeeping Knowledge
Tax Planning

QuickBooks Setup

QuickBooks Setup

Web conferencing details were provided upon confirmation.

We will set up your company in QuickBooks, link your bank/credit card accounts, and train you on how to import transactions, categorize transactions, and review your financial statements.

Business Start-Up Strategy Call

Business Start-Up Strategy Call

Web conferencing details were provided upon confirmation.

We will set up your company in QuickBooks, link your bank/credit card accounts, and train you on how to import transactions, categorize transactions, and review your financial statements.

CIRCUIT BREAKER

CIRCUIT BREAKER

“A tax refund in the United States given to low income individuals and families whose property tax liability is a large percentage of their yearly income.”

BACK TAXES

BACK TAXES

Taxes that have been partially or fully unpaid in the year that they were due, will create an offset. To avoid an offset let us serve you by filing your taxes and IRS representation for appropriate payments options.

1 on 1 Business Motivational Coaching

1 on 1 Business Motivational Coaching

Do you have a dream or passion and sometimes feel defeated and get stuck with your business? This is for you!

  • Discovery call
  • Identify your struggle areas
  • Pro and Cons of your industry
  • set a plan in place
  • motivational call

S-Corp transition entity formation from LLC

S-Corp transition entity formation from LLC

Business Tax Consultation Services

Business Tax Consultation Services

Available in 15 / 30 / 60 minute incremenets. 

FINANCIAL ADVISING

FINANCIAL ADVISING

Financial services and guidance to clients who may need assistance with 401(k)/ IRA setup, Life Insurance, and establishing a plan on how they can beneficially spend revenues.

CONSULTATIONS

CONSULTATIONS

We offer one on one consultations for our clients whether it’s physically or virtually.

30 Minute Client Check-In Session

30 Minute Client Check-In Session

Web conferencing details were provided upon confirmation.

This meeting is for current clients for a monthly/quarterly check-in. We will review your recent financials and discuss any questions regarding your estimated taxes for the current year or any other concerns you may have.

Tax Business In A Box

Tax Business In A Box

Do you want to start a tax preparation business? But have no idea where to start. We’ll provide everything you need to create your own tax company.

Franchising opportunities are available. To book a consultation and see if you would be a good fit, please contact us.  

What our clients say

If you need your taxes done contact their office. I had a great experience and their staff is nice and friendly.
Great company! I would recommend to anyone.
Trust my word and go to Rich Tax Services LLC. They will find every dime owed to you.
The tax preparer is very patient and knowledgeable.

Do You Need Help?

Fill out this form, and we’ll setup a free consultation!