Welcome to
RFZ Business Services
A Boutique Tax & Advisory Practice Built on Trust
RFZ Business Services LLC is a boutique tax, accounting, and advisory firm created for clients who want thoughtful guidance, personal attention, and experienced judgment.
I work with individuals, business owners, and nonprofit leaders who value clarity over noise and relationships over transactions. By keeping my practice intentionally focused, I’m able to stay closely involved in every engagement and provide the level of care complex financial matters deserve.
This is a firm where your situation is understood—not rushed.
What I Do
I provide comprehensive tax and financial services tailored to clients with nuanced needs.
I prepare and advise on tax matters for businesses, nonprofits, trusts, estates, and individuals, including self-employed professionals, rental property owners, and clients with international or FinCEN reporting requirements. Each return is handled with care, precision, and a full understanding of the broader financial picture.
When clients face IRS challenges, I offer experienced representation and resolution support. My work focuses on matters such as Offer in Compromise, audit reconsideration, payroll tax negotiations, and innocent spouse relief, along with additional resolution services when circumstances require it. I manage communications thoughtfully and strategically, helping clients move forward with confidence.
For business owners, I also provide ongoing support through bookkeeping, payroll, sales and local tax filings, and proactive tax planning—so your financial foundation remains solid throughout the year.
I assist trustees, executors, families, and nonprofit organizations with sensitive filings, including fiduciary returns and Form 990 compliance, approaching these responsibilities with both technical depth and respect for the role they play.
In more complex or high-stakes situations, I offer forensic and advisory services such as fraud detection, litigation support, and asset tracing, helping bring clarity where it matters most.
Who This Firm Is For
RFZ Business Services LLC is designed for clients who value a close working relationship with their advisor and a thoughtful, individualized approach to financial and tax matters. I primarily work with business owners, self-employed professionals, families, nonprofit leaders, trustees, and individuals whose situations involve multiple moving parts or require careful attention.
Many of the clients who come to me are navigating growth, change, or complexity—running a business, managing rental properties, overseeing a trust or estate, leading a nonprofit, or addressing tax issues that go beyond a standard return. They want more than a quick transaction; they are looking for clarity, consistency, and an advisor who understands the broader context of their financial life.
This firm is especially well-suited for those who appreciate clear communication, discretion, and steady guidance. I take the time to understand each client’s goals and concerns, and I remain closely involved throughout the engagement. That level of attention is intentional and allows me to serve my clients with the care their situations deserve.
If you value experience, personal attention, and a measured approach to decision-making, RFZ Business Services LLC was built with you in mind.