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Empowering Healthy Living, One Adjustment at a Time

At RR Financial Services Inc, our vision is simple: to provide practical financial and consulting services that will help improve the financial health and quality of life for our clients. We believe in understanding our clients' financial needs and providing practical solutions, educating them to make informed decisions, and providing a level of service that exceeds their expectations.

Our Services

We offer a broad range of services for business owners, executives, and independent professionals, including:

Tax Services

  • Tax preparation and planning
  • IRS audit representation
  • Non-filed tax returns
  • Back taxes owed
  • Payroll tax problems
  • IRS liens and levies
  • IRS wage garnishment and seizures
  • IRS payment plans and offer in compromises
  • Bankruptcy and innocent spouse relief

Business Services

  • Small business accounting and consulting
  • Payroll reviews and compilations
  • Bank financing and strategic planning
  • Succession planning and new business formation
  • QuickBooks services, including setup, tune-up, and software training

Individual Services

  • Personal financial planning and credit counseling
  • ITIN services and cryptocurrency accounting
  • Tax center and record retention guide

Our Team

Our team of certified public accountants (CPAs) is comprised of dedicated professionals who are passionate about providing outstanding service to our clients. Our team is committed to staying up-to-date with the latest tax laws and regulations, ensuring that our clients receive the highest level of expertise and care.

Meet Our Team

Our team is led by Roger R. Roman, CPA, CGMA, who has over 25 years of experience in the field of accounting. Roger is a graduate of Golden Gate University and has worked in the private sector for various service-related companies. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois Certified Public Accountants Society (ICPAS). Roger is also a veteran of the United States Air Force.

Our Firm's Values

At RR Financial Services Inc, we believe in the importance of providing outstanding service to our clients. Our values are centered around three key principles:

  • Understanding our clients' financial needs and providing practical solutions
  • Educating our clients to make informed decisions
  • Providing a level of service that exceeds our clients' expectations

We believe that by living these values, we can make a positive impact on our clients' financial health and quality of life.

Reviews (23)
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Positive: The reviewers praised Roger Roman and his team for their exceptional service, professionalism, and expertise in accounting and tax services.
Negative: One reviewer expressed disappointment with the company's response to a tax issue, citing a lack of support and additional fees.

Excellent Service and Professionalism

The reviewers praised Roger Roman and his team for their exceptional service, professionalism, and expertise in accounting and tax services. They highlighted the team's ability to educate clients on their finances, provide personalized attention, and deliver high-quality work.

Reliable and Knowledgeable

Roger Roman was described as "the best CPA" who "genuinely cares about all his clients." His team was commended for their reliability, friendliness, and ability to explain complex financial concepts in a clear and concise manner.

Expert Tax Assistance

Reviewers praised the team's expertise in tax preparation, planning, and resolution. They appreciated the personalized advice and guidance provided to help them navigate complex tax issues and maximize their refunds.

Highly Recommended

The reviewers highly recommended Roger Roman and his team to anyone seeking reliable and expert accounting and tax services. They appreciated the team's professionalism, knowledge, and commitment to delivering exceptional service.