(310) 910-0002
info@kellyrolfe.com

SERVICES

TAXES

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

  • Individual Tax Returns
  • Tax Planning & Management
  • Estimated Tax Payments
  • State and Local Taxes
  • Sales and Use
  • Information Return Filing – 1099s
  • IRS Audit Representation
  • Offer in Compromise

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 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.

What to bring to your appointment

Business Owners

  • Prior year tax return (if new client)
  • Financial Statements (Prior Year)
    • Profit and Loss
    • Balance Sheet
  • Tax ID
  • Business Formation Documents
  • Total Income
  • Expenses

 

Individuals

  • Tax Organizer
  • 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

How much will my Tax Return Cost?

We offer reasonably priced tax preparation 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 annual 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 across the US.

What if I have additional questions?

Please send us an email or contact our office at (310) 910-0002.



Our Address

9800 S. La Cienega Blvd
Suite 310
Los Angeles, CA  90301
 
 
(310) 910-0002
 
 

Contact our office for
Enrollment Assistance

Kelly Rolfe Financial Services is a Certified Enrollment Entity (CEE#IIEIADIJHB) for  Covered California