We pride ourselves in delivering professional service, expert advice and the maximum return. We're here to serve you throughout the year:
Specialty tax areas are Small Business Tax Returns Including:
- Sole Proprietor, Schedule C
- Partnership, 1065
- Corporate, 1120 & 1120s
Additional Tax Services
Frequently Asked Questions:
We take the worry out of tax preparation and hold your hand through every tax issue. Kelly Rolfe Financial Services is a CTEC 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 reasonably priced tax preparation 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 annual 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 across the US.
Please send us an email or contact our office at (310) 910-0002.
Kelly Rolfe Financial Services is a Certified Enrollment Entity (CEE#IIEIADIJHB) for Covered California