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Rounsfull & Associates, Ltd.
Certified Public Accountants

Tax and Planning Services for Individuals

(1) All information must be received prior to April 1, 2011. The 15 days begins after ALL required data has been received.

(2) If the question or issue requires additional research and analysis beyond the phone consultation, that work will be subject to additional fees which will be discussed with you before the service is performed.

(3) You will always receive a paper copy of your return. If your return cannot be e-filed due to federal or state restrictions, we will prepare your return for paper filing. Paper filing may be requested for an additional fee.

(4) You must schedule an appointment at least 5 business days prior to ensure that the CPA is available when you come to pickup your tax return package.

(5) We work hard not to make errors on your return. If you have provided complete and accurate information and we fail to properly prepare your returns based on that information, we will pay any penalties incurred as a result of our errors.

 

Rounsfull & Associates works with families and individuals to provide complete tax planning, tax preparation, and advisory services. 

 

We combine caring, personal attention with expertise developed over decades of practical experience to provide you with outstanding service.

 

Our experts work closely with you to ensure your tax returns, including your estate, gift tax, or trust returns,  are completed accurately, on-time, and painlessly. At no additional charge, if your tax return qualifies, we will e-file your return to simplify the process and speed the receipt of any refund due to you. 

 

Are you going through a life change? Perhaps you will be receiving a lump sum from an inheritance, divorce settlement, job change, or insrance settlement? Contact Us today to evaluate the tax effects of your investment options. 

 

It is never too early to plan for your financial security. We care about helping you reach your financial goals and can advise you in the areas of:

 

·         Retirement Planning

·         Wealth and Investment Planning

·         Estate Planning and Estate Tax Returns 

 

Rounsfull & Associates guarantees that we will:

 

·         Finish your individual tax return within 15 days or sooner. (1)

·         Provide free phone calls throughout the calendar year. (2)

·         Provide free electronic filing. (3)

·         Return your phone calls within 48 business hours.

·         Send you a regular electronic newsletter of tax advice.

·         Be available to discuss your return with you and answer any questions when you come to pickup your tax return package. (4)

·         Pay any penalties related to our preparation errors. For a no-charge review of your prior year individual tax returns and proposal for our services, please call Kristy at (847) 904-1150, or email at kristy@rounsfull.com.