Business Details
12 Years
experience
Trusted Tax Preparation & Bookkeeping Services in North Kingstown, RI
At RJM Bookkeeping & Tax Services, we specialize in delivering personalized financial solutions tailored to individuals, families, and small businesses. With over two decades of combined experience in accounting and tax theory, our team has served clients across New England since 2014. Our expertise spans individual and family tax preparation, retirement planning, small business payroll management, and multi-state tax filings. We prioritize one-on-one attention to address unique financial needs, ensuring timely and accurate outcomes. Our family-owned business combines the professionalism of major firms with the personalized care of a local practice. We offer free consultations to help clients navigate tax complexities and achieve optimal financial health.Our commitment to transparency and client education sets us apart in the accounting industry. With qualifications to file taxes in all 50 states, we serve clients in Pennsylvania, New York, Rhode Island, Connecticut, New Jersey, and Massachusetts. Our team continuously updates its knowledge of evolving tax laws to provide reliable, up-to-date guidance. We understand the importance of trust in financial matters and maintain strict confidentiality protocols. Our goal is to simplify tax processes while maximizing financial benefits for every client.
Services
Tax Preparation
Bookkeeping
Payroll Services
Retirement Planning
Small Business Tax Filing
Multi-State Tax Compliance
Quarterly Tax Payments
Depreciation Management
Form Filing Services
Financial Consultation
Details
- Year established: 2014
Highlights and features
- We offer 20+ years of combined experience in tax theory and accounting practices
- Our team provides personalized attention for individual and small business needs
- We file taxes in all 50 states with multi-state compliance expertise
- Family-owned business combining local care with professional standards
- Free consultations available for new client financial assessments
Services
Tax Preparation
We prepare individual and family tax returns with meticulous attention to detail. Our service ensures compliance with current tax laws while maximizing deductions. Clients receive personalized guidance to optimize their financial outcomes through strategic tax planning.
Bookkeeping
Our bookkeeping service maintains accurate financial records for small businesses. We track income, expenses, and transactions to ensure clear financial visibility. This service supports informed business decisions and simplifies year-end tax preparation processes.
Payroll Services
We handle payroll processing including tax withholdings and quarterly payments for small businesses. Our system ensures compliance with federal and state regulations. This service saves business owners time while maintaining accurate employee payment records.
Retirement Planning
Our retirement planning service helps families prepare for future financial needs. We analyze current financial status and develop strategies for long-term security. This service includes education about investment options and tax-efficient savings methods.
Multi-State Tax Compliance
We manage tax filings across multiple states with expertise in jurisdiction-specific requirements. Our service ensures compliance where clients conduct business or maintain residency. This includes proper allocation of income and deductions between states.
People
Ron Mansi
Owner & Lead Accountant
Ron Mansi has over 20 years of accounting experience since studying tax theory in the early 2000s. He founded RJM Bookkeeping & Tax Services in 2014 after working with H&R Block and running his own practice. He specializes in individual and business tax preparation.
Jennie Mansi
Co-Owner & Financial Advisor
Jennie Mansi partners with Ron to provide comprehensive financial services. With experience in family financial planning, she focuses on retirement strategies and personalized client consultations. Her approach emphasizes clear communication and long-term financial health.
Questions
What services does RJM Bookkeeping & Tax Services offer?
We provide tax preparation, bookkeeping, payroll management, retirement planning, and multi-state tax compliance services for individuals and small businesses.
Which states do you serve?
We serve clients in Pennsylvania, New York, Rhode Island, Connecticut, New Jersey, Massachusetts, and can file taxes in all 50 states.
Do you offer free consultations?
Yes, we provide free initial consultations to assess your financial needs and determine the best service approach.
How experienced is your team?
Our team has over 20 years of combined experience in accounting and tax preparation since the early 2000s.
Can you handle small business tax requirements?
Yes, we manage payroll, quarterly tax payments, depreciation issues, and year-end form filings for small businesses.
