Rasonsky Financial Services

Rasonsky Financial Services has been a trusted name in tax preparation in the Bay Area since 1965. Our business was established by Joseph Rasonsky, a retired special agent from the IRS, who wanted to use his expertise to help individuals and businesses navigate the often complex world of taxation. In 1980, the business was passed down to me, David Rasonsky, an enrolled agent with the Internal Revenue Service and over 30 years of tax preparation experience. I am proud to work alongside my son, Paul Rasonsky, who is also an enrolled agent.

Our Services

At Rasonsky Financial Services, we specialize in preparing tax returns for individuals, LLCs, partnerships, trusts, and estates. We understand that tax time can be a stressful and confusing time for many people, which is why we strive to make the process as easy and stress-free as possible. We use top-of-the-line tax software and are committed to staying up-to-date with the latest changes in tax law and procedures through continuous education and research.

We also offer a range of other services to help small businesses with their accounting needs, including monthly accounting and setting up simple bookkeeping systems. In recent years, we have expanded our services to include fiduciary services for clients who need a trustee to administer their trust.

We pride ourselves on providing excellent customer service, and are committed to helping our clients avoid unnecessary audits. We also offer free consultations and are happy to answer any tax questions or concerns you may have, even if you are not a current client. We believe that it is important to provide our clients with the knowledge and resources they need to make informed tax decisions, and to avoid paying more than they should to the IRS.

Our Team

Our team at Rasonsky Financial Services is made up of experienced and knowledgeable tax professionals who are dedicated to helping our clients. As an enrolled agent, I have the ability to represent clients before the IRS and have a deep understanding of the complexities of the tax code. My son, Paul, is also an enrolled agent and brings a fresh perspective and expertise to our business.

Our Location

We are located at 140 Davis Lane, Penngrove, CA 94951. Our office is open year-round to answer any tax questions or issues you may have. We offer a range of options for serving our clients, including mail, telephone, in-person appointments, and e-mail. Many of our clients appreciate the convenience of being able to send their tax information through a secure website, regular mail, or dropping it off prior to their phone appointment.

In the coming years, we plan to phase out most "sit down" appointments as advances in technology allow us to better serve our clients remotely. However, we will always be available to meet with clients in person as needed.