Robert Rich Tax & Financial

Lakewood Commons, 1233 Shelburne Rd, Suite C4, South Burlington, Vermont, 05403

Robert Rich Tax & Financial Services is a trusted provider of essential tax and financial services to individuals, families, businesses, trusts, and estates. With over 30 years of experience in all areas of taxation, our founder, Robert Rich, EA, offers unparalleled knowledge and expertise in income tax planning, tax preparation, and accounting. We are dedicated to providing personalized care for our clients' financial matters, making us a valuable and practical resource for a diverse range of clients.

Enrolled Agent (EA): America's Tax Experts

As an Enrolled Agent (EA), Robert holds a national tax license awarded and regulated by the US Treasury Department. EAs are the only tax professionals authorized to represent taxpayers at all administrative levels of the IRS. To earn this designation, one must demonstrate technical competence in all areas of taxation, adhere to strict ethical standards, and complete ongoing continuing education to maintain their licenses.

Robert's expertise extends beyond taxation as he has also earned a Series 6 investment license in 1994 and has an extensive background in investments, especially mutual funds, and investment taxation. Additionally, he has held a Vermont real estate license and has owned and operated residential rental properties for over three decades, giving him a deep understanding of real estate taxation.

Services Offered

At Robert Rich Tax & Financial Services, we offer a wide range of tax and financial services, including:

• Income Tax Planning: Our team will work with you to develop a customized tax strategy that minimizes your tax liability and maximizes your financial growth.
• Tax Preparation: We will accurately prepare and file your tax returns, ensuring that you take advantage of all available deductions and credits.
• Accounting Services: From bookkeeping to financial statement preparation, we provide comprehensive accounting services to help you manage your financial affairs.
• Investment Taxation: We have extensive experience in investment taxation and can assist you in making informed investment decisions that minimize your tax burden.
• Real Estate Taxation: Our team has expertise in real estate taxation and can help you navigate the complex tax rules related to rental properties.

Sign into Your Existing Folder

To make the process as convenient as possible, we offer a secure portal where you can access and upload your tax documents. If you need to drop off information outside of our regular business hours, you can leave it securely upstairs under our suite door.

TAX QUESTIONNAIRE 2022

To ensure that we have all the necessary information to prepare your tax returns accurately, we provide a comprehensive questionnaire for you to complete. This questionnaire includes detailed explanations and guidance for each question, minimizing follow-up and helping us keep our fees to a minimum. It's essential to provide all relevant information for any "Yes" answers, as missing or incomplete information may result in additional billable time.

We appreciate your authorization to discuss your return with taxing authorities, and we will check a box on the return to facilitate communication if necessary. If IRS has disallowed or reduced any previous tax credits, we will require detailed information to address the issue properly.