RMO Tax Services provides professional tax preparation for individuals and businesses. All tax services are by appointment only to ensure you receive dedicated attention from an Expert.
How to Schedule:
- Log in to MyRMO and navigate to "Tax Services."
- Select "Schedule a Tax Appointment."
- Choose the type of service: personal tax preparation, business tax preparation, tax planning consultation, or amendment filing.
- Select a date, time, and preferred format (in-person or virtual).
- Confirm the appointment.
What to Bring or Upload:
- Valid photo ID and Social Security cards for all filers and dependents
- All W-2s, 1099s, and other income statements
- Records of deductible expenses (mortgage interest, charitable donations, medical expenses, business expenses)
- Prior year's tax return for reference
- Bank account and routing number for direct deposit of your refund
Virtual Appointments: For convenience, you can upload documents to MyRMO in advance and meet with your tax Expert by video call. Your return is prepared, reviewed, and filed electronically.
Schedule early during tax season to secure your preferred date. Schedule an appointment through MyRMO or by calling us.