Audits, Reviews &
    Compilations

ERISA Audits

Yellow Book Audits

System Review
   Report

Business Valuation

Management
    Advisory

Financial Planning
    & Forecasting

Business Formations
    Acquisitions,
    Mergers & Sales

Personal Financial
    Planning

Tax Preparation &
    Compliance

Tax Planning &
    Consulting

Gift & Estate Tax
    Planning

Business Succession
    Planning

Bookkeeping & 
    Write-Up

Sarbanes-Oxley Act
    Of 2002

 

 

 

 

RTA offers tax preparation and compliance services to individuals, estates and trusts, all types of business entities, and not-for-profit organizations.  Our experience in preparing consolidated returns and in multi-state taxation and nexus issues enables us to service clients having complex ownership structures and multi-jurisdictional tax exposure. 

Like many accounting firms, we use sophisticated tax preparation software to help us prepare tax returns efficiently.  But we don’t let the software think for us.  We review client history, analyze tax data, ask questions and research issues to ensure that the return is more than just mathematically correct.

RTA also has extensive experience representing the interests of our clients before federal and state tax authorities in income, excise, sales/use and gift and estate tax matters.

 

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