RC McDonald & Associates
Tax & Financial Services Company

Services Accounting Services Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) compliance to help business owners and managers eliminate inefficiency and realize a business full profit potential. Businesses can use the financial statements for use by banks, investors, and other third parties. Bookkeeping/Write-Up Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis. Tax Services Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses. Individual Taxes We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards. Estate, Gift And Trust Tax Return Preparation Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies. Irs And State/Local Representation Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS. Payroll Services Our firm offers complete payroll preparation and payroll tax reporting services specifically for YOUR business. Over the years we have strive to offer our clients the highest quality professional services with the utmost personal care. You will find the same level of unsurpassed commitment from us in satisfying YOUR payroll needs. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities. We serve clients in all 50 states. Financial Services Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. We will help you determine your net worth and plan a workable budget to meet your expenses. Our financial planning services include investment counseling, retirement planning, college funding, estate planning, and many more. Mortgage Loans Do you want your dream home? Or sit in your beautiful office while serving your clients? Well from start to finish, we are dedicated to serving you every step of the way. We can handle individual and commercial loans in all 50 states. Please give us a call to assist you in your mortgage needs. Education Funding The costs of a college education are continually rising, far outstripping the normal rate of inflation. We will help you determine your best approach to save for your children’s education, which could be either a 529 plan, prepaid tuition plan, or Coverdell account. We’ll also help you take advantage of other tax-favorable treatment of education expenses, such as the Hope and Lifetime Learning Credits. Investment Review Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, cash, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals, time horizon, and risk tolerance into account. Debt & Financial Services We offer some debt and financial counseling services, like an installment debt consolidation plan. Notary Services Our well trained and friendly staff of mobile notaries take pride in serving our clients loan documents signing and many other documents needs. Our customers and clients are faced with many issues everyday and we believe that choosing our company would be a great benefit to you.  Business Consulting Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever you needs, our experienced team of business consultants has the experience to help you grow and manage your business. RC McDonald & Associates Tax & Financial Services Company 9207 Uphall CT Houston, TX 77095 Phone: (281) 620-6564