Our Services

At ROR Tax Professionals, we offer YEAR-ROUND SERVICES to meet your ongoing tax and financial needs. Our services are convenient, fast, efficient, accurate, and reasonable. We have decades of combined experience to provide you with the best in financial services for you and your business.

Individual Tax Preparation

 

  • Providing face-to face or virutal meetings ( Microsoft Teams).
  • Secure exchange of your tax information in person or via our Client Portal.
  • Review of previous year's return to make sure you're taking advantage of all available credits and deductions. 
  • Preparation and filing of  your Federal (Form 1040) and State returns along with all required schedules.
  • Preparation and filing of your MN Property Tax or Rent Credit refund (if eligible).
  • Arranging direct deposit or direct debit of refunds or balances due.
  • Providing recommendations for minimizing tax liability for the following year.

  • Clients receive a no cost 30-minute tax planning session, if requested (additional fee for longer or more complex planning).

Business & Estate Tax Preparation

 

  • Preparing & e-Filing your Partnership (1065), Corporate (Form 1120, 1120S), estate or trust returns.
  • Preparing Gift Tax Returns (Form 709).

Tax Planning

 

  • Assistance with tax withholding recommendations.
  • Maximizing your charitable deductions.
  • Pension Planning.
  • Retirement tax planning strategies.
  • Investment tax planning
    - sale of Restricted Stock.
    - exercising Stock Options .
    - determing the tax implications of
      an IRA to Roth IRA conversion.
  • Consultation for buying, holding and selling real estate and rental property.

 

Bookkeeping & Payroll

 

  • Bookkeeping Setup
  • QuickBooks® setup and support
  • Monthly Bank Reconciliations
  • Sales Tax Reporting
  • Payroll
  • 1099-NEC and 1099-MISC Preparation and Reporting

Business Consulting

 

Service Rates & Fees

 

  • Federal (Form 1040 with Schedule A) and a single State Return - $400 minimum
  • Additional Tax Forms & Schedules - based on time and complexity of return - ask for a quote
  • Bookkeeping - Consultation required 
  • Pleasant/Sense of Humor - No Charge
  • Liberal - No Charge
  • Whining - Charged by the minute

Taxes got you singing the blues? Need help?