Personal & Business Tax Preparation

What We Offer

Tax help, end to end.

Returns, planning, and representation for individuals, families, freelancers, and businesses.

Personal Tax Prep

Federal and state returns, itemized vs. standard, schedules for self-employment, rentals, capital gains, and crypto.

Business Tax Prep

S-corp, C-corp, partnership, and Schedule C returns. Sales tax, payroll tax, and multi-state filings.

Tax Planning

Quarterly check-ins on estimated payments, retirement contributions, charitable strategies, and major life events.

IRS Representation

Audit defense, payment-plan negotiation, lien/levy resolution, and offer-in-compromise filings handled by enrolled agents and CPAs.

Why RMO Tax

Built for members.

Member Rates

Flat-fee returns at member pricing. No surprise bills mid-prep.

Year-Round Access

Same preparer all year. Mid-year planning, IRS notice help, life-event consults.

Integrated Records

Pull data from RMO Bank, MyRMO, brokerage, and payment history with one click.

Get Started

Book your appointment.

Contact a tax specialist to schedule a return prep, planning session, or representation consult.

Contact Tax Services → Schedule Appointment →

FAQ

Frequently asked questions

What is RMO Tax Services?

RMO Tax Services offers personal and business tax preparation, planning, and IRS representation — with year-round member access, not just April.

What tax services does RMO Tax Services offer?

RMO Tax Services offers personal tax prep, business tax prep, tax planning, and IRS representation for individuals, families, freelancers, and businesses.

What does personal tax preparation cover?

Personal tax prep covers federal and state returns, itemized versus standard deductions, and schedules for self-employment, rentals, capital gains, and crypto.

Can RMO Tax Services help with IRS notices and audits?

Yes. IRS representation includes audit defense, payment-plan negotiation, lien and levy resolution, and offer-in-compromise filings handled by enrolled agents and CPAs.

Is support available year-round?

Yes. You work with the same preparer all year, with mid-year planning, IRS notice help, and life-event consults available beyond tax season.

How do I get started?

Contact a tax specialist to schedule a return prep, planning session, or representation consult, or call RMO Member Services at (888) 764-3448.

Support

How can we help?

Tax Guides

Plain-English guides on how filing works, preparing for tax season, and deductions.

Read the Guides

FAQs

Common questions about tax prep, deadlines, and document requirements.

Visit Help Center

Schedule

Book a one-on-one session with an RMO tax specialist.

Schedule Appointment

Visit Us

Find an RMO Retail Center with on-site tax services.

Find a Location

Disclosure. This page is general educational information and is not tax, legal, or accounting advice. RMO Tax Services prepares returns and provides tax planning for clients under a signed engagement letter — RMO does not act as your tax advisor unless and until you engage RMO Tax Services. Tax laws change frequently and individual circumstances vary; consult a qualified tax professional about your situation. Learn more at RMO Tax Services.