01
Filing status review
Determine which federal, state, payroll, and local filings are complete, missing, or questionable.
Tax & Compliance Resolution
Unfiled returns and
unopened notices
don’t get smaller on
their own.
Whether it’s past-due returns, IRS or state notices, or payroll and sales tax issues, RW Financial Services helps you understand exactly where you stand and resolve it correctly, starting with records that can support what gets filed.
Schedule Your Free 15-Minute ConsultationNo judgment. No shame. Just solutions.
Does this sound familiar?
Tax problems rarely arrive alone.
“There are letters from the IRS I haven’t opened yet.”
“We’re behind on returns for more than one year.”
“I thought my last accountant filed these.”
“There’s a payroll or sales tax notice I don’t understand.”
“I just need the return filed, but I’m not sure the numbers are right.”
“I need to know that what’s been filed is actually correct.”
You are not the first business owner to face this. Complicated does not mean impossible.
It means the situation needs to be properly diagnosed first.
Why it matters
A tax return is only as reliable as the records behind it.
It’s tempting to treat a tax problem as a filing problem: get the return in, answer the notice, move on. But filing from unreliable records can create new problems while trying to solve the old one.
Resolution starts with determining what’s true: what was filed, what wasn’t, what the notices actually say, and whether the books support the numbers. From there, the work is to bring filings current, respond appropriately, and put routines in place so it doesn’t happen again.
Compliance matters. But compliance is the foundation, not the full value of the relationship.
What resolution includes
Find out where you stand. Then resolve it correctly.
Each situation is different. These are the areas a resolution engagement typically covers.
02
Past-due returns
Prepare outstanding returns from records that have been reconciled and supported.
03
Notice review & response
Interpret IRS and state notices and prepare appropriate responses.
04
Payroll & sales tax issues
Address payroll, sales tax, and local filing problems.
05
Prevention
Routines and systems that keep future filings timely and supportable.
Our Process
Determine what’s true. Then move through it systematically.
1
Free consultation
Share what’s happened and what you’ve received. In 15 minutes, we’ll talk through the right next step.
2
Establish where you stand
Review filings, notices, account transcripts, and records to establish the facts.
3
Restore and file
Correct the underlying records where needed, then prepare and file what’s outstanding.
4
Respond and resolve
Address notices and open matters, with representation where appropriate.
The transformation
From uncertainty to current and supportable.
Before
“I don’t know what’s been filed.”
“I dread opening the mail.”
“I keep hoping it goes away.”
After
“I know exactly where I stand.”
“Our filings are current and supportable.”
“I have a plan for whatever is still open.”
Outcomes involving the IRS and state or local agencies depend on those agencies. RW Financial Services does not guarantee a specific result, but you will always know where you stand and what is being done.
Why RW Financial Services?
Accounting from the accountant’s chair. Business from the owner’s chair.
With more than three decades of tax and accounting experience, a corporate accounting background in hotel development and operations, and nearly 30 years as an entrepreneur and real estate investor and developer, Robben Washington brings a perspective that reaches beyond traditional tax preparation.
Three decades of tax work means she has seen what happens when compliance breaks down, and what it takes to bring it back into order. Her owner’s-chair experience means she understands what a tax problem feels like when it’s your business on the line.
- 30+ years in tax & accounting
- Corporate accounting, hotel development & operations
- Nearly 30 years as an entrepreneur
- B.S. Accounting, Temple University Fox School of Business
Is this the right fit?
Resolution is for owners who want it done correctly.
A strong fit if...
- Multiple years, entities, or filing types are involved.
- A notice revealed a problem you didn’t know about.
- A prior practitioner’s work needs to be verified or corrected.
- You want it resolved correctly, and you want to stay compliant afterward.
Probably not the right fit if...
- You’d like known compliance problems to be ignored.
- You want a return filed from numbers you know are unreliable.
- You need a simple return prepared and nothing else is going on.
Where this leads
Resolving the past is step one.
Preventing a repeat is the point.
Many clients come to RW Financial Services for a tax problem and stay for the financial foundation underneath it. Not every business needs every stage. We start where you are.
Stage 1
Diagnose
You are here
Restore
Stage 3
Stabilize
Stage 4
Support
Stage 5
Advise
Stage 6
Grow
Questions
Before you schedule
I’m several years behind. Is it too late?
Complicated does not mean impossible. It means the situation needs to be properly diagnosed before anything is filed.
Can you just file this year and deal with the rest later?
Sometimes the order matters. We’ll determine the right sequence based on what’s open and what the records can support.
Is RW Financial Services a tax preparation firm?
Tax is one important part of a broader accounting and advisory relationship. The goal is not only to resolve today’s issue but to build a foundation that keeps it from coming back.
Free 15-Minute Consultation
Bring the letters. Bring the questions. Let’s figure out where you stand.
However long it’s been, you can bring the real situation. In 15 minutes, we will listen to what’s going on and help you understand the right next step.
- A focused conversation about your situation
- A candid read on whether RW Financial Services is the right fit
- A clear recommendation for what should happen next
Your next step
Schedule your FREE Consultation
Begin with what you know, what you do not know, and what needs to change.
Schedule now