Tax Services

"It is great to hear about the success and re-focus of your firm. One of many inescapable truths is that there are only 24 hours in a day. We hope you are well and this transition is a positive one for you and your family. I think we have been there from the early days with you and you have been a friend and trusted advisor to us on a personal level as well as for the clients we have referred over the years. It was always comforting to “just call John” with any of our infrequent questions, career conversations, or to address our annual tax filings. While I am certain the complexity of our situation was never much of a challenge for you or the firm, and finding another accountant to do our taxes won’t be too taxing, it was always reassuring to us to know our stuff was being handled by someone with the experience and history with us to see it through at a high level. We wish you the best!"

"Best news! Thank you for all you do - (response to informing client of much needed PPPL 24 week covered period moments after legislation was passed)"

"They would like to talk to you about your firm and what you guys have to offer compared to what they are doing with their local accountant. I told them that I have always felt guided in the right direction with you and RDG. That you have helped me with great suggestions to maximize income as well as the phenomenal care and attention your firm has offered during this COVID crisis. Guys, you are in great hands! - (referral from a client regarding experience and relationship with RDG)"

"Appreciate the help and speed! RDG has blown away my expectations! - (turnaround of an individual return rush filing for a mortgage application on a Sunday at 11 pm)"

"Ryanlynn, thanks for the call today. Every time Will and I get off the phone with you, we say, "man, she's awesome"!"

"This is great. Very creative. - (assisting a client with a 1031 exchange with an installment sale feature)"

"Ryanlynn you rule! Thank you."

"I like my attorney in Texas, he gets the work done fast. Working with you I have seen how comfortable it makes me to work with a clear thinker and strategist and I would like to find that in an attorney as well. If there is an attorney or company that you think is top notch and makes themselves available for their clients, I would be open to switching. - (clients looking for relationships with other advisors similar to their relationships with those at RDG)"

"Wow! Thanks for keeping track of this. - (regarding protective claim refund filing)"

"Thanks for being proactive and on top of this. - (regarding protective claim refund filing)"

"Thank you so much for being so on the ball with all of this!! I don’t know what I would do without you!! – on top of PPP2 and Employee retention credit stimulus"

"I hope you guys know how much YOU ROCK!” – In response to Gina Keyes getting client’s financial statements in order quickly for bank refinance."