**What is the difference between tax preparation and tax strategy at RSJ Consulting Group LLC?**

Tax preparation at RSJ Consulting Group LLC focuses on accurately reporting what has already occurred during a tax year. It is for individuals and business owners who need professional assistance with tax return preparation. On the other hand, tax strategy is a proactive service aimed at planning ahead and identifying tax-saving opportunities before making financial decisions. This is beneficial for individuals and business owners who want to structure their financial decisions more tax-efficiently before the year ends.

**What is the 48-Hour Tax Return Review service at RSJ Consulting Group LLC?**

The 48-Hour Tax Return Review service offered by RSJ Consulting Group LLC is a professional second look at an already prepared tax return. For a fee of $125, RSJ reviews your prepared return for potential errors, missed deductions, tax considerations, and future planning opportunities. The 48-hour review period begins once RSJ receives your tax return through their secure document portal.

**Can you explain the Wealth by Design method used by RSJ Consulting Group LLC?**

The Wealth by Design Method is an approach used by RSJ Consulting Group LLC to help clients build wealth intentionally. It is a three-stage process which starts from building a financial foundation, developing a proactive tax and wealth strategy, and implementing and refining these strategies over time. The aim is to assist clients in understanding and navigating the changing financial rules as their income, business, assets, and responsibilities grow.

**What is the Wealth by Design Community at RSJ Consulting Group LLC?**

The Wealth by Design Community is an educational membership offered by RSJ Consulting Group LLC. It's designed for people who want to learn how taxes, business decisions, cash flow, retirement planning, and wealth-building strategies work together. Members receive structured learning, tools and resources, community support, implementation workshops, and Q&A opportunities. This community is not a substitute for individualized tax, legal, financial, or investment advice.

**How does RSJ Consulting Group LLC handle sensitive client information?**

RSJ Consulting Group LLC maintains a strict policy when it comes to sensitive client information. They never ask visitors to send Social Security numbers, tax returns, bank statements, identification documents, or other sensitive financial information through the AI chat. For services requiring documents, they provide secure upload instructions. They also do not instruct someone to email sensitive tax documents.

Professional tax preparation designed to maximize eligible tax savings, reduce errors, and make filing simple, clear, and worry-free.

MaxRefund Personal Tax Prep

Go beyond basic filing with precise tax preparation that aligns with your business goals, reduces uncertainty, and strengthens long-term financial confidence.

Business Tax Filing & Strategy

Designed for high earners and businesses paying $30k+ in taxes, this consult reveals smart strategies to reduce liability and keep more of what you earn. If you decided to move forward with a Tax Planning the Consult fee will be deducted from you Tax plan

Rsj Consulting Group LLC

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MaxRefund Personal Tax Prep

Business Tax Filing & Strategy

Advanced Tax Savings Consult

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