We pride ourselves in delivering professional service, expert advice and the maximum return. We're here to serve you throughout the year.
Personal Tax Returns
Business Tax Returns, including
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#
Prior Year Tax Return
Business Information (Please contact our office for further details)
Bank Account and Routing number for direct deposit
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.
We offer resonably priced tax prepartion based on the forms required for filing.
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.
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.
Schedule a tax planning appointment to learn the number of exemptions to claim as well as your anual tax liability in advance.
Contact our office immediately and forward the document to us via fax or email.
With the use of technology, we are able to service clients in various cities accross the the US.
Please send us an email or contact our office at (888)828-3332.