Filing your taxes with Ramona is easy, safe, and convenient! Simply click the Start Your Tax Intake link to create your personal, secure client portal. Once your account is set up, you can complete your tax intake form, upload your documents safely, and get started with the tax preparation process.

Whether you're filing virtually or in person, we're here to guide you every step of the way. Your personal information and privacy are important to us!

To prepare your taxes accurately, you'll need a valid photo ID, Social Security cards, and all tax documents showing income, expenses, or deductions. Business owners must provide a completed Profit & Loss Statement. Please also provide your previous year's tax return, banking information, and a utility bill if applying for a Home Heating Credit. Additional documentation may be required, including proof of residency (school records, medical records, daycare statements, or other official documents showing the dependent's name and address) and proof of dependent eligibility to meet IRS requirements.

Our tax professionals stay up to date with current tax laws to help prepare your return accurately. Every tax return goes through a review process to check for errors and make sure everything is correct before filing.

If you receive an IRS audit notice, contact us as soon as possible. We offer free initial audit notice assistance to clients who filed with us for the current tax year. All other clients must book a consultation for a small fee. We'll help you understand your notice and guide you through the next steps. Additional services may have separate fees.

Tax planning helps you make informed financial decisions throughout the year, potentially reducing your tax liability and maximizing savings. Our personalized tax planning services ensure that you take advantage of all available deductions, credits, and strategies tailored to your unique situation.

Yes! We offer tax extension services for a small fee. We'll prepare and submit your extension request to give you more time to file your tax return. Please remember, an extension gives you more time to file, not more time to pay any taxes owed.

What happens if my tax refund is offset and I still owe tax preparation fees?

A: If your tax refund is reduced or taken due to an IRS or state offset, you are still responsible for paying your tax preparation fees. Our services are completed regardless of whether you receive your refund. Any unpaid preparation fees must be paid directly to RG Tax & Resolution.

If you forget to provide a W-2, 1099, or other important tax document after your return has been accepted by the IRS, an amended tax return (Form 1040-X) may be required. A $79 amendment fee applies to current clients who filed their original tax return with RG Tax & Resolution. Fees may differ for returns originally prepared elsewhere. Clients are responsible for providing all required tax documents before filing.

Earn $50–$100 cash for every qualifying referral you send to RG Tax & Resolution! Simply refer a friend, family member, or coworker who needs tax preparation services. Make sure they mention your name when filing. Once their tax return has been accepted by the IRS and all preparation fees have been paid, you'll qualify for your cash referral reward. There's no limit to how many people you can refer, so the more you refer, the more you can earn!

Yes! RG Tax & Resolution offers tax refund advances of up to $7,500 through our participating bank partner.

Refund advances begin January 2, 2027, for self-employed taxpayers only. Eligible clients can apply when filing their tax returns with us. Approval and advance amounts are determined by the bank, not RG Tax & Resolution.

Advances are generally repaid automatically from your federal tax refund once it is received.

Approval is not guaranteed. Eligibility requirements, terms, and applicable fees will be explained before you apply.