Tax & Accounting Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
At R & T Accounting and Management, we bring over 10 years of expertise in managing the financials for a diverse range of industries, including Airbnb/rental properties, construction, trucking, e-commerce, restaurants, and clothing stores. Our deep knowledge of each industry’s unique financial needs allows us to provide tailored bookkeeping services that ensure accuracy, compliance, and efficiency. We are dedicated to helping businesses maintain financial clarity and achieve their growth goals with comprehensive and reliable accounting solutions.
Accounting Software Selection & Implementation
With an abundance of accounting software solutions like QuickBooks, Xero, and Zoho Books available, selecting the right one for your business can be overwhelming. The rise of Software as a Service (SaaS), cloud computing, and other technological advancements adds complexity to these decisions. It’s essential to choose a solution that meets your current needs, offers scalability for future growth, and ensures robust security. We specialize in analyzing your business operations, financial transactions, and technological landscape to recommend and implement a flexible accounting software solution. Our approach ensures that the chosen software will adapt and evolve alongside your business, providing seamless support as your needs change.
Accounts Receivable
Managing your accounts receivable is crucial for maintaining a healthy cash flow and ensuring timely payments from your clients. At R & T Accounting, we offer comprehensive accounts receivable solutions to help businesses streamline their invoicing, track outstanding payments, and improve collection processes. Our team will handle everything from issuing invoices to following up on overdue accounts, giving you peace of mind and the ability to focus on your business growth. With real-time reporting and consistent monitoring, we ensure that your financials remain accurate and up-to-date. Let us take care of your receivables so you can keep your business moving forward.
BOI (Beneficial Ownership Information) Assistance
At R & T Accounting, we offer expert assistance with Beneficial Ownership Information (BOI) reporting to ensure compliance with federal regulations. Whether you’re a small business or a corporation, our team provides comprehensive support in accurately completing and filing your BOI forms, giving you peace of mind. We guide you through every step, from determining the required information to ensuring your submission meets U.S. GAAP standards.
Our services include:
- Step-by-step guidance on filling out BOI forms
- Identifying and documenting beneficial owners
- Ensuring compliance with reporting deadlines
- Customized support for your specific business needs
Let us help you stay compliant and avoid penalties by streamlining your BOI reporting process.
Bookkeeping/Clean-Up
Managing the financial side of your business is crucial to its success. If your business doesn’t have dedicated accounting staff or if you’re finding that your current bookkeeping system isn’t keeping up with your growth, we can step in to provide comprehensive bookkeeping and write-up services. We utilize industry-leading software like QuickBooks, Xero, and Zoho Books to ensure your financial records are accurate, up-to-date, and tailored to your specific needs. As your business evolves, we’ll offer input and planning assistance to help your accounting and financial systems adapt, ensuring they continue to support your growing business. Click here for our Bookkeeping Client Questionnaire.
Business Consulting
R & T Accounting & Management offers expert Business Consulting to help you navigate business challenges and achieve growth. With over a decade of experience, we provide tailored solutions in financial analysis, business planning, and process optimization. Our goal is to deliver strategic insights that drive success and unlock your business’s full potential. Whether you’re a startup or an established business, partner with us to turn your vision into reality.
Notary Public
At R & T Accounting & Management, we understand the importance of accurate and legally binding documentation. Our professional notary services are designed to provide you with the convenience and reliability you need when it comes to notarizing your important documents. Whether you’re handling real estate transactions, estate planning, contracts, or any other critical paperwork, our certified notaries are here to ensure your documents are properly executed and legally recognized.
Payroll Services
R & T Accounting offers comprehensive payroll services to simplify your business operations. We handle employee payments, tax withholdings, and regulatory compliance, ensuring accuracy and timeliness. Through our partnership with ADP, we provide clients with access to advanced payroll systems, robust reporting tools, and seamless integration, allowing you to focus on business growth.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Accounts Payable Services
At R & T Accounting, our comprehensive Accounts Payable (AP) services streamline your payment processes, from invoice processing and payment scheduling to vendor management and reporting. We ensure accurate and efficient management of your cash flow, helping you avoid late fees and maintain strong supplier relationships.
ITIN Application Services
We provide complete ITIN (Individual Taxpayer Identification Number) application services, helping non-residents, foreign nationals, and individuals without a Social Security Number comply with U.S. tax laws. Our experienced team ensures a smooth, efficient, and IRS-compliant application process.
Required Documents for ITIN Application:
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- Passport (preferred) OR two of the following:
- National ID card (with photo)
- U.S. or foreign driver’s license
- Birth certificate (for dependents)
- Foreign voter’s registration card
- U.S. state ID card
- Visa issued by U.S. Department of State
- USCIS photo ID
- Medical or school records (for dependents under 18)
- Passport (preferred) OR two of the following:
Please ensure these documents are brought to the appointment.