We are a multi-faceted financial services firm that cares a great deal about the financial health of the people and communities where we have lived and worked for almost 25 years.
RW Wealth is a Registered Investment Advisor firm that focuses on developing a personal relationship with each client. Only then are we able to work together, applying sound investment strategies, to realize a secure financial future.
RW Wealth specializes in accounting for small to mid-size companies, including single member LLCs. We can become your accounting department or provide guidance and support, if you wish to do the majority of bookkeeping inhouse.
We believe that every investor is unique. Taking into account your risk tolerance, required rate of return, liquidity and income needs, tax situation, and time horizon, we develop an Investment Strategy just for you.
RW Wealth prepares federal and multi-state income tax returns for individuals, trusts, estates and not-for-profit organizations as well as corporations, S-Corps, LLCs, LLPs and partnerships. Because we keep up with changes in tax legislation, we offer a pro-active approach to tax preparation providing our clients with solutions before they become tax problems.
With QuickBooks, your business accounting can be simplified. Everything is in one place—your accounts, expenses, invoicing, billing, and bookkeeping making it incredibly simple to pay employees and work with the accountant when annual tax time rolls around.
RW Wealth understands that when you own a small business, there are often not enough hours in a day to run the business and to stay on top of the necessary paperwork required for sound bookkeeping. We can help you with the reconciliation of bank and credit card accounts, generating financial statements, upkeep of the general ledger and on-going accounting software support.
We can help you determine which accounting software package is right for your business.We will set up your company file with an appropriate chart of accounts and determine beginning balances. We are here every step of the way to provide training in the effective use of QuickBooks and on-going support when you have questions.
RW Wealth offers cost effective, time saving and worry-free payroll solutions that meet your business’s unique needs. Outsourcing your payroll to experienced providers means that you have more time to focus on increasing profits!
Have you ever thought about owning your own business?
Opening your own business is exciting, even thrilling. It’s everything that comes after “the excitement has worn off” that determines whether a small business will make it or not. It’s up to you to maintain that initial level of enthusiasm indefinitely.
A methodical plan of action is needed to achieve your goal of being your own boss and running a successful business. Success lies in the approach you choose to take. RW Wealth can help you avoid the common pitfalls that many small business owners make when starting their new venture.
A graduate of University of North Florida with a B.A. in accounting, Dan received his designation of CPA in 1994. Dan provides CPA and income tax services to a number of health care professionals, contractors, retail companies, internet based companies, equipment distributors, and specialty companies who have multi-state operations. Dan also provides income tax and investment management for individuals who expect exemplary service.
Hal graduated from Florida State University with a B.S. in Marketing and from the University of Cincinnati with a M.B.A. in Finance. He started his financial career in 1981 as a management consultant with Arthur Andersen & Company in Tampa, Florida and worked with a number of companies in the manufacturing, distribution, food service, health care and hospitality industries.
