Kelly Rolfe Financial Services

Tax Preparation Services

We pride ourselves in delivering professional service, expert advice and the maximum return. We're here to serve you throughout the year.

Tax Services

Personal Tax Returns

Business Tax Returns, including

• Sole Proprietor, Schedule C
• Partnership, 1065
• Corporate, 1120 & 1120s

Tax Planning

Tax Shelters

3 Ways to Serve You

1. By Appointment
2. Fax or Email Your Tax Documents
3. Drop Off & Pick up Later

 What to bring to your appointment 

Tax Organizer (Click to Download)

W-2, 1099, etc

Social Security Card & Valid Picture ID

1098 Mortgage Interest

Property Tax Statement

Dependent Social Security Car & Date of Birth

Childcare - Name, Address, EIN, Phone#

Education Expenses

Vehicle Registration

Investment/Retirement Statements

Charitable Donations

Prior Year Tax Return

Business Information (Please contact our office for further details)

Bank Account and Routing number for direct deposit

Frequently Asked Questions

Why should I chose Kelly Rolfe Financial Services to prepare my taxes?

We take the worry out of tax preparation and hold your hand through every tax issue. Kelly Rolfe Financial Services is a CTEC and IRS registered firm, with over 15 years of professional financial experience. We operate with the highest level of integrity, while maximizing our clients return. Kelly Rolfe Financial Services is a client centered company, that values each of our clients by delivering quality, personal service. Since our financial expertise extends beyond taxes, we're able to take a comprehensive approach in servicing our clients.

How much will my Tax Return Cost?

We offer resonably priced tax prepartion based on the forms required for filing. 

How long will it take to prepare my return?

Preparation time varies depending on the type of return and the various forms required.  However, we minimize the time you spend in our office by providing 3 convenient ways to serve you.

I think I will owe taxes this year, what should I do?

If you believe you may owe, we suggest you come in sooner than later to file your return so that payment arrangements may be set up before the filing deadline. This will help to avoid late payment penalties.

How can I learn how many exemptions to claim?

Schedule a tax planning appointment to learn the number of exemptions to claim as well as your anual tax liability in advance.

I received a letter from the IRS or my State Taxing Agency, what should I do?

Contact our office immediately and forward the document to us via fax or email.

Do you have an office in my area?

With the use of technology, we are able to service clients in various cities accross the the US.

What if I have additional questions?

Please send us an email or contact our office at (888)828-3332.