Expert Tax & Credit Services That Put You Back in Control of Your Finances At Riches & Co. Financial Services
Clear answers, fast support, and reliable tax and credit services designed to simplify your finances, protect your compliance, and help you make smarter money decisions with confidence. Whether you’re filing taxes, repairing credit, or planning ahead, we guide you every step of the way.
Clear answers, fast support, and reliable tax and credit services designed to simplify your finances and help you make smarter money decisions with confidence. Whether you’re filing taxes or repairing credit.
Services We Offer
Your Financial Services. Our Expertise.

Tax Preparation
We prepare and file your tax return accurately and in full compliance, helping you maximize your refund wholly.

Life Insurance
We help you choose the right life insurance coverage to protect your family and secure your financial future.

Credit Repair
We help you improve your credit profile through guided, compliant steps designed to support your long-term financial goals.

Credit Repair
We help you improve your credit profile through guided, compliant steps designed to support your long-term financial goals.

Notary Signing
We provide fast and reliable notary signing services to help you complete and certify important documents with ease and confidence.
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Our Tax Preparation Service Packages
Services tailored with experience and confidence
Basic
Ideal for individuals with straight forward tax needs
1. Individual federal & state tax return
2. W-2 income
3. Standard deductions & credits
4. Secure filing & document handling
Standard
Perfect for growing earners & self- employed individuals
Individual federal & state tax return
W-2 and 1099 income
Self-employment or side income
Itemized deductions
Personalized review & support
Premium
An elevated experience for complex tax situations
1. Federal & state tax return
2. Business or multiple income sources
3. Advanced deductions & credits
4. Priority communication
5. End-to-end concierge- style service

Did You Know?
Requirements For Filing
1. Personal Information ( SSN and Valid ID)
2. Dependent Personal Information
3.Income Forms (W-2 , 1099-INT, Form 1099-DIV, 1099-NEC etc)
4. Deduction and Credit Documents
5. Expenses & Donations
6. State & Local Taxes if applicable
7. Retirement account contributions
8. Bank Account Info
Refer & Earn
At Riches &Co. Financial Services, we believe wealth is best when it’s shared! That’s why we’re rewarding YOU for helping others experience financial excellence.
How It Works
1. Refer a Friend/Family
2. They File With Us
3. You Get Paid for every new client
4. Earn from $75 - $300
Requirements
1. Must have valid ID
2. Have Active Bank Account
JOIN THE LIST OF OUR HAPPY CLIENTS
Did You Know?
Requirements For Filing
1. Personal Information ( SSN and Valid ID)
2. Dependent Personal Information
3.Income Forms (W-2 , 1099-INT, Form 1099-DIV, 1099-NEC etc)
4. Deduction and Credit Documents
5. Expenses & Donations
6. State & Local Taxes if applicable
7. Retirement account contributions
8. Bank Account Info
All Information must be valid
Refer & Earn
At Riches &Co. Financial Services, we believe wealth is best when it’s shared! That’s why we’re rewarding YOU for helping others experience financial excellence.
How It Works
1. Refer a Friend/Family
2. They File With Us
3. You Get Paid for every new client
4. Earn from $75 - $300
Requirements
1. Must have valid ID
2. Have Active Bank Account
Start earning today!
JOIN THE LIST OF OUR HAPPY CLIENTS
CLIENTS TESTIMONIALS
Reviews From Our Returning and Past Clients
FREQUENTLY ASKED QUESTION
confidence comes from knowing your finances are handled with care
We recommend booking as early as possible to ensure availability and a smooth filing experience. Early planning allows for thoughtful prepartion and a more relaxed tax season.
Absolutely! Client privacy is a top priority. All
documents and communications are handled
through secure systems, and your information istreated with the highest of discretion!
During your consultation, we’ll review your
situation together and recommend the service
level that best fits your needs. Each experience ispersonalized to ensure the right level of care and attention.
Yes. Amended returns can be filed to correct mistakes or claim missed credits, typically for up to three years.
No. Payment plans are available through the IRS for most taxpayers who cannot pay in full.
W-2s, 1099s, 1095-A (if applicable), 1098s, business income/expenses, and ID information for you and dependents.
Most refunds are issued within 7–21 days after IRS acceptance. Reviews or additional verification may extend the timeline.
Our process is designed to be seamless and stress-free. After your consultation, you’ll securely submit your documents, receive clear communication throughout preparation, and review everything before filing- so there isn’t any surprises. The appointment will be on zoom with camera on.
Refund amounts depend on income, tax withholding, credits, deductions, dependents, and filing status — not the tax preparer.
No. Missing documents can delay or reduce your refund, trigger audits, and lead to IRS penalties.
Same Day Advance – Up To $7,500
Get fast access to your refund with our Same Day Advance option of up to $7,500. Our team guides you through the entire filing process to ensure accuracy and compliance. No hidden steps, no confusion, just a simple and secure way to move forward faster. Availability is based on eligibility and filing requirements.


