Tax & Accounting Services

Never worry about missing a deduction or a deadline

Trusted Advisors For Tax & Accounting Services

Rigby Financial Group provides professional tax and accounting services for entrepreneurial businesses, family offices and  high-wealth individuals. Our approach focuses on comprehensive planning, in order to minimize your tax liabilities and address potential future tax-related effects to best benefit you.

Here’s How We Can
Help Your Business Thrive

Tax Planning

Proactive strategies to minimize tax liabilities and maximize financial efficiency for both business and personal taxes, as well as estates & trusts.

Tax Return Preparation

Accurate and timely filing of business and personal tax returns to ensure compliance for both business and personal taxes, as well as estates & trusts.

Tax Authority Representation

Expert guidance and representation in tax audits, disputes, and negotiations with tax authorities.

Personal Financial Statements

Clear and organized financial reporting to support tax planning, loan applications, and investment decisions.

Extensions & Special Filings

Assistance with tax extensions and complex filings to keep you compliant and penalty-free.

Financial Statements

Preparation of balance sheets, income statements, and cash flow reports for accurate financial tracking.

Financial Management & Reporting

Customized financial reports and insights to drive informed business decisions.

Information on Tax Laws/Changes

Stay updated with expert insights on evolving tax laws and regulations affecting your business.

Forecasting

Data-driven financial projections to help plan for growth, manage cash flow, and prepare for future expenses.

Research & Tax Disputes

In-depth research and resolution strategies for tax disputes, ensuring compliance and minimizing liabilities.

Customer Success Stories

Rigby Financial has removed what would have been an impossible stress on our lives. We feel lucky to have Eric as our advisor.

I am way less stressed about the financial controls around the business. I am confident that the right processes are in place and I am making decisions based on the right data.

To this day we feel that the decision to use Rigby Financial has been one of the best decisions we ever made.

Other Services

Fractional CFO Services

RFG is your own full-service fractional CFO. We’ll do the heavy lifting so you can focus on what matters most to you.

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Mergers & Acquisitions Advisory

If you are looking to merge, acquire, enter into a joint venture, right-size your business or exit it entirely, let Rigby Financial Group support your transaction as your trusted advisors.

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Business Consulting & Advisory

By listening, observing, and asking the right questions, Rigby Financial Group’s financial consultants can help guide you through your crucial business decisions, leading to greater success.

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Financial Planning

At Rigby Financial Group, we help high-wealth individuals and families meet and exceed their financial goals through holistic financial solutions.

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