Business Details
33 Years
experience
Trusted Tax & Accounting Services in Stockton
R First Bookkeeping & Tax Practice was founded in 1993 by Rose Marie DuQuette and has grown into a team of experienced professionals offering personalized tax and accounting services. Our mission is to deliver timely, high-quality solutions while maintaining integrity and professionalism. We prioritize understanding client needs to improve individual and business financial conditions, emphasizing quality, communication, and client satisfaction.Our reputation is built on hard work and a philosophy of individualized attention, earning respect in the business and financial communities. We specialize in tax preparation, bookkeeping, IRS audit representation, and financial consulting, staying updated on evolving tax laws to provide optimal outcomes for clients.
Services
Tax Preparation
Bookkeeping
IRS Audit Representation
Payroll Services
QuickBooks Support
Sage 100 Consulting
Business Tax Planning
Estate Tax Services
Corporate Tax Services
Tax Problem Resolution
Details
- Year established: 1993
Highlights and features
- We offer over 30 years of experience in tax and accounting services since 1993.
- Our team provides personalized, non-judgmental financial solutions tailored to unique needs.
- We specialize in IRS audit representation and complex tax law navigation.
- We deliver comprehensive services including bookkeeping, payroll, and software consulting.
- We prioritize integrity, transparency, and client education in all financial guidance.
Services
Tax Preparation
Our tax preparation services ensure accurate, timely filing for individuals and businesses. We specialize in navigating complex tax laws, maximizing deductions, and minimizing liabilities. Our experts stay updated on federal, state, and local regulations to provide optimal financial outcomes, whether for personal returns, corporate taxes, or specialized filings like estate or gift taxes.
IRS Audit Representation
We provide expert IRS audit representation to protect your interests during tax investigations. Our team prepares necessary documentation, communicates with the IRS, and works to reduce penalties or liabilities. With deep knowledge of audit procedures, we aim to minimize stress and financial impact while ensuring compliance with tax regulations.
Bookkeeping
Our bookkeeping services maintain accurate, up-to-date financial records for businesses. We handle accounts payable/receivable, payroll processing, and financial reporting, allowing clients to focus on growth. Using tools like QuickBooks and Sage 100, we ensure organized, error-free bookkeeping tailored to business needs.
Payroll Services
We manage payroll processing, tax filings, and compliance for businesses of all sizes. Our services include setting up payroll systems, calculating wages, and ensuring timely tax payments. We help avoid costly errors in payroll tax reporting while maintaining adherence to labor and tax regulations.
QuickBooks Support
Our QuickBooks-certified professionals offer setup, training, and troubleshooting for businesses. We optimize software configurations, resolve data entry issues, and provide ongoing support to streamline financial management. This ensures clients maximize the tool's capabilities for efficient accounting operations.
People
Rose Marie DuQuette
Founder
Rose Marie DuQuette founded R-First in 1993, building a reputation for personalized tax and accounting services. With decades of experience, she leads a team committed to client-focused financial solutions.
Questions
What tax services do you offer for individuals?
We provide personal tax preparation, IRS audit defense, and tax planning tailored to individual financial situations, including dependents, investments, and estate considerations.
How can you help businesses with tax compliance?
We offer corporate tax filing, payroll tax management, audit representation, and strategic tax planning to ensure compliance and minimize liabilities for businesses of all sizes.
Do you assist with IRS audit issues?
Yes, we provide expert IRS audit representation, preparing documentation and negotiating to reduce penalties while ensuring compliance with tax laws.
What accounting software do you support?
We specialize in QuickBooks and Sage 100 setup, training, and troubleshooting to streamline business financial management.
How do you handle complex tax situations?
Our team stays updated on evolving tax laws to address complex scenarios like international income, business mergers, or estate planning with precision.
