Tax and Accounting Services

Most clients come to Rockefeller Tax Pros through referrals from existing clients who trust our work and our results. Others come to us when something needs to be fixed — prior filings need correction, taxes have fallen behind, or financial records need to be organized and brought back into compliance.

Our services focus on practical tax preparation, strategic tax planning, and helping clients move forward with clarity and confidence. Whether working with individuals or business owners, we take a direct, solutions-focused approach to resolving tax matters and building long-term financial stability.

Rockefeller Tax Pros works with clients at every stage — from routine tax preparation to complex cleanup situations and long-term tax strategy — providing reliable guidance and professional support year after year.

Accounting Services

Bookkeeping
Complete bookkeeping services for small businesses.
Accounting Services
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Payroll Services
Total payroll services for small business clients.

Other Services

Financial Planning
Full service Financial Planning for future goals.
Business Entity Formation and Planning

Tax Preparation Services

Business Tax Returns
A variety of small business tax returns are prepared each year.
Individuals
Individual tax returns are prepared with careful attention to detail and direct communication. When you call Rockefeller Tax Pros, you work directly with the person preparing your return. Our focus is quality, accuracy, and personal service — not volume.