RDS Financial Services, LLC - Rutherfordton, North Carolina

Introduction to RDS Financial Services, LLC

RDS Financial Services, LLC is a comprehensive financial services provider dedicated to assisting individuals and families in Rutherfordton, North Carolina, and the surrounding areas. Located at 146 N Main St 2nd Floor, Suite 6, Rutherfordton, NC 28139, and reachable at Phone: 85130523, the firm offers a wide array of services designed to simplify financial management and provide peace of mind. Their website, Website: rdsfinancialservices.com, serves as a central hub for information and scheduling appointments.

Specialized Services Offered

RDS Financial Services distinguishes itself through its multifaceted approach to financial well-being. The firm’s core competencies encompass:

• Tax Preparation Service: Experienced professionals handle all aspects of tax preparation, ensuring accuracy and compliance with current regulations.
• Accountant: They provide traditional accounting services, including bookkeeping, financial statement preparation, and auditing.
• Financial Consultant: Clients receive personalized guidance on financial planning, investment strategies, and retirement planning.
• Financial Planner: Strategic financial planning is facilitated, considering individual goals, risk tolerance, and time horizons.
• Life Insurance Agency: The firm offers a selection of life insurance products tailored to diverse needs and circumstances.
• Tax Consultant: Specialized tax consultation services are available to address complex tax situations and optimize tax efficiency.

Location and Accessibility

The office is conveniently situated in the heart of Rutherfordton, making it easily accessible to local residents. Wheelchair accessible entrance and wheelchair accessible parking lot features demonstrate a commitment to inclusivity and ensuring that all clients can comfortably access services. It's recommended to schedule an appointment in advance to guarantee availability and streamlined service.

Client Feedback & Reputation

Based on available feedback, RDS Financial Services enjoys a remarkably positive reputation. The company currently holds 1 review on Google My Business, with an outstanding Average opinion: 5/5. This exceptional rating highlights the firm’s dedication to professionalism, client satisfaction, and effective service delivery. Specifically, clients frequently commend the firm’s tax expertise and the ability to navigate complex tax situations, including IRS tax debt, liens, levies, and wage garnishments. Several clients have praised the Enrolled Agent’s ability to provide more personalized and effective service than larger franchise tax offices. The firm’s approach is often described as collaborative and easy to work with, fostering a comfortable and trustworthy relationship with clients.

Key Features and Benefits

RDS Financial Services prioritizes several key features that contribute to its success:

• Expertise: The team comprises experienced professionals with a deep understanding of tax laws, accounting principles, and financial planning strategies.
• Personalized Service: Each client receives individualized attention and tailored solutions to meet their unique needs.
• Comprehensive Solutions: The firm offers a one-stop shop for a wide range of financial services, simplifying the process for clients.
• Commitment to Client Success: RDS Financial Services is dedicated to helping clients achieve their financial goals and build a secure future.

Contact Information and Scheduling

To arrange an appointment or to learn more about RDS Financial Services, LLC, please contact them at Phone: 85130523 or visit their website at Website: rdsfinancialservices.com. Their physical address is 146 N Main St 2nd Floor, Suite 6, Rutherfordton, NC 28139. We encourage prospective clients to schedule an appointment to discuss their financial needs and explore the services offered.

👍 Reviews of RDS Financial Services, LLC

Response T. I.

5/5

Professional tax accountant; very easy to work with. Whether it's taxes, tax planning, tax concerns including IRS tax debt, liens, levies or wage garnishments, he can help you. Why pay more at the franchise tax offices when you can have an Enrolled Agent working for you.