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.

Audit Assistance

We provide professional support and guidance, if your tax return is reviewed, helping you respond with confidence and accuracy.

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.

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

When should i schedule my consultation?

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.

Is my information secure and confidential?

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!

How do i know which service level is right for me?

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.

Can you fix a tax return that was done wrong by another preparer?

Yes. Amended returns can be filed to correct mistakes or claim missed credits, typically for up to three years.

If i owe tax,do i have to pay back immediately?

No. Payment plans are available through the IRS for most taxpayers who cannot pay in full.

What document do i need to file my taxes?

W-2s, 1099s, 1095-A (if applicable), 1098s, business income/expenses, and ID information for you and dependents.

How long does it take to get my refund?

Most refunds are issued within 7–21 days after IRS acceptance. Reviews or additional verification may extend the timeline.

What does the tax preparation process look like?

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.

Why do some people get bigger refunds than others?

Refund amounts depend on income, tax withholding, credits, deductions, dependents, and filing status — not the tax preparer.

Can i file without all my tax documents?

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.