Prepare Today.

Create Options for Tomorrow.

Accounting, tax, and advisory for business owners who want to know where they stand, understand their options, and plan ahead.

A Different Approach to Accounting & Tax Planning

01

Built for owners

RTB Tax Advisors is a boutique accounting and tax advisory firm designed for established business owners who want more than accurate books and a tax return.

 

We work with a limited number of clients so we can understand the business behind the numbers — not simply report them.

02

Plan Ahead

Most accounting tells you what happened. We help you prepare for what comes next.

 

Throughout the year, we look at your financial picture, tax position, and available strategies so you can understand your options before decisions need to be made — and determine whether those strategies actually make financial sense for your business.

03

CREATE OPTIONS

A strategy only creates value when it gets implemented.

 

We don't simply hand you recommendations and send you on your way. We help coordinate the moving pieces, work alongside your other professionals and our network of specialists when needed, and guide strategies through implementation.

Our Services

Understand where you are. Plan ahead.

Prepare for what comes next.

Bookkeeping

Financial Reporting

Tax Projections

Business Tax Preparation

Individual Tax Preparation

Tax Planning

Guided Implementation

CFO Advisory

Business Advisory

Built to Fit Your Business

essential

Monthly bookkeeping
Bank & credit card reconciliation
Monthly financial statements
One business tax return per year
One owner 1040 per year
Month-end review
Financial performance review
Basic KPI reporting
Quarterly financial meeting
Comprehensive tax plan
Tax plan guided implementation*
Monthly meeting
Budget vs. actual
Cash-flow forecast
Financial decision support
CFO advisory services

advisory

Monthly bookkeeping
Bank & credit card reconciliation
Monthly financial statements
One business tax return per year
One owner 1040 per year
Month-end review
Financial performance review
Basic KPI reporting
Quarterly financial meeting
Comprehensive tax plan
Tax plan guided implementation*
Monthly meeting
Budget vs. actual
Cash-flow forecast
Financial decision support
CFO advisory services

strategic

Monthly bookkeeping
Bank & credit card reconciliation
Monthly financial statements
One business tax return per year
One owner 1040 per year
Month-end review
Financial performance review
Basic KPI reporting
Quarterly financial meeting
Comprehensive tax plan
Tax plan guided implementation*
Monthly meeting
Budget vs. actual
Cash-flow forecast
Financial decision support
CFO advisory services

You Built the Business. You Don't Have to Become Its Accountant.

Your time is better spent running your business—not interpreting financial statements or piecing together advice from different professionals.

 

RTB brings the tax and financial side of your business together, adding expertise as needed.

 

So you can spend less time managing the pieces and more time making informed decisions about what comes next.

Certifications

Contact us

We'll start with a conversation to see if RTB Tax Advisors is the right fit for you.

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