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Service-based Businesses

We make outgoing payments on time and seamlessly manage your cash flow.

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Small Businesses

Make your financial life work, so you can focus on the reasons you went into business in the first place.

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Entrepreneurs

When it’s hard to get started…we help get your new business going.

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Individuals

We help individuals with year-round tax preparation and planning.

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Your business’s bottom line is our top priority.

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Classifying transactions, reconciling accounts and making payments are only a few of the financial tasks necessary to keep businesses running. Let our team handle the accounting and reclaim your time for the areas in your business that need your attention.

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Business Advisory Services

From startup to growth and maturity, we illuminate the path for business owners through each step of their enterprise’s lifecycle. Our team of trusted advisors will support your journey for long-term financial success.

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Tax Preparation & Planning

Trust our team of tax experts to tailor a strategy for tax planning and preparation that fits your unique circumstances. Better planning and better preparation mean better tax results.

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Payroll

Let us take the tax and processing tasks associated with payroll off your to-do list. Our service will ensure your team is cared for with timely payroll and your filings remain compliant.

How to work with us

1

Contact and Initial Meeting

It is challenging to make recommendations without understanding your needs. Please complete our new client information form and spend thirty minutes with us so we can learn about each other.

2

Analysis

We’ll review your finances and taxes to find improvement opportunities and suggest actions.

3

Implementation

Following your decision to collaborate with us based on our recommendations, we will arrange the implementation process and introduce you to the designated team.

4

Ongoing Service

The team will begin work. Depending on the chosen package, meetings will be scheduled monthly, quarterly, or annually to ensure you are on the right track for success.

Investing in technology for our clients

We create a superior client experience by maintaining the most current technology. Our clients enjoy secure digital services with maximum convenience and access to real-time financial data.
We use the following technology platforms to serve you:

Strategic insights you can actually use

Your business decisions deserve to be informed by real expertise, not generic advice. Here’s the kind of forward-thinking guidance that helps business owners stay ahead of the curve.

Transfer pricing and related entities: what business owners need to know

By RWM & Company | July 31, 2026

Business owners who move money, goods, or services between commonly controlled entities are subject to IRS transfer pricing rules, which require that intercompany transactions be priced as if they were conducted between unrelated parties. When those prices are not set correctly, the IRS has authority under IRC Section 482 to reallocate income and assess back taxes, interest, and penalties that can reach 20% to 40% of the resulting underpayment. With the right documentation and a deliberate approach to pricing, most small and mid-size business owners can manage this exposure without complex or costly studies.

When and why every business owner needs a business valuation

By RWM & Company | July 31, 2026

Most business owners carry a rough estimate of what their company is worth, but that mental number is not a valuation, and the gap between the two can be costly. A formal, methodology-based business valuation is required in a wide range of situations, including selling or transferring a business, estate planning, lending, divorce, equity compensation, and shareholder disputes. Working with a credentialed valuator and involving your CPA early ensures the resulting number is defensible when it matters most.

Selling a business, rental, or large asset this year? Call your CPA before you sign.

By RWM & Company | July 31, 2026

Selling a business, rental property, or other large asset triggers a range of tax consequences, including capital gains tax, depreciation recapture, and the net investment income tax, that can result in a significantly larger bill than most sellers anticipate. Tools like installment sale elections, deal structure adjustments, and strategic closing timing can reduce that exposure, but most of them require action before the transaction is finalized. A conversation with your CPA before you enter active negotiations is the most reliable way to protect your after-tax proceeds.

We’re passionate about your business.

Our team is more than just a group of CPAs and accountants; we’re partners who care deeply about the success of your business. Get in touch with us to talk about how we can help.

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