Educating our clients. Simplifying taxes & finances. Helping individuals and businesses make informed financial decisions.

RM Financial Group Official: Instagram | Linktree

Schedule an Appointment

Tax Preparation
Individual and business tax preparation with personalized support based on your tax needs.

Bookkeeping
Flexible bookkeeping plans tailored to your business needs, helping you stay organized and keep your financial records up to date.

Payroll Services
Payroll solutions designed to help businesses manage employee payroll accurately and efficiently.

Tax Planning & Advisory
Personalized tax planning and guidance to help individuals and businesses make informed financial decisions.

Business Formation
Assistance with business formation and registration, including guidance through the setup process.

ITIN Services
Professional assistance with ITIN applications and renewals.

Tax Training
Financial and tax education designed to help individuals expand their knowledge and better understand key financial and tax concepts.

Our Services

Refund & Dispute Policy:
Fees for services already performed or completed are non-refundable. If you believe you were charged incorrectly or have a payment concern, please contact RM Financial Group so we can review and resolve the issue.

Cancellation Policy:
Clients may cancel a service or appointment by contacting us as soon as possible. Refund eligibility depends on whether work has already begun or been completed.

Customer Support:
For questions regarding our services, payments, cancellations, or disputes, please contact us at (407) 750-0824 or rosamorosfinancialgroup@gmail.com.

Client Policies

RM Financial Group

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RM Financial Group

Educating our clients. Simplifying taxes & finances. Helping individuals and businesses make informed financial decisions.

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