RockWall Advisors, Inc.

RockWall Advisors, Inc.

RockWall Advisors, Inc.

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Introduction: We are able to show our clients why they are paying too much in taxes and how to possibly pay less. We can also help them throughout the year. Life changes such as retirement, death, divorce, etc. don't just happen during tax season. Also, selling a house, stock, or investment property happen throughout the year. We help our clients understand and prepare for the effects these changes may have on their taxes. **We can also schedule later appointments Monday thru Thursday, and select Friday and Saturday appointments are available. Most new clients have not been shown the best ways to save money on their taxes. We take pride in helping clients understand the process of income tax and how to best be prepared for the next year.

Overview

Hired 10 times

4 employees

35 years in business

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Reviews

Customers rated this pro highly for professionalism, work quality, and value.

Great 4.8

18 reviews

5

94%

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Alan And Janice B.

Sep 29, 2017

It has been a pleasure having the assistance of Rhoda and her expertise in the financial industry guide us with our finances. Her professionalism is outstanding. Rhoda takes the time to understand each clients financial situation and needs then goes to work to explore the best options that can help her clients. She is extremely proficient at what she does. Rhoda takes the time to research best options for her clients. Working with Rhoda is a process. One is never rushed in that process. She is easily reached and available and quickly returns calls with any questions or concerns clients have. This outstanding professionalism is also seen in the staff that makes Rockwall Advisors exemplary in everything they do.

RockWall Advisors, Inc.'s reply

Thank you for the kind words... it's always a pleasure helping our clients.

Suzi W.

Aug 1, 2017

I have used Rockwall Advisors for my Federal Tax Return for the past 9 years. Everything about the company is spot on. I will never go back to H&R Block or those others, once I found I can get a CPA to do my return for a MUCH lower price with no hidden fees. Also I was able to schedule a free consultation with Rhoda and now have my retirement accounts with someone I can trust to watch out for my financial needs. Thank you Rockwall for all you do for so many. Earlene C.

RockWall Advisors, Inc.'s reply

Thank you for the kind words. That means a lot to all of us at RockWall Advisors. We have wonderful CPA's and a great staff! I'm proud of everyone here.

Elizabeth S.

Aug 1, 2017

Rockwall Advisors has been handling my family investments for a very long time. We have referred the company to many friends and they are pleased with their service as well.

RockWall Advisors, Inc.'s reply

Hi Liz, as you know, I started in this business many years ago and enjoyed working with your mom and dad. They were very nice people. I have also enjoyed the many years that we have worked together, and appreciate the numerous referrals that you have sent us! Thank you!

Susan S.

Sep 20, 2017

My experience with RockWall advisor was very informative taking time using simple definitions answering any of my questions or concerns and make me feel like family not a stranger.

RockWall Advisors, Inc.'s reply

We are happy to hear! Thank you for the kind words!

David B.

Sep 20, 2017

Rhoda and Susan are my dynamic duo.This company (Rockwall) has been managing our finances for about 10 years,and along with our tax returns have done a masterful job.A person couldn't do better than having Rockwall on your side.Best move we ever made.

RockWall Advisors, Inc.'s reply

We appreciate the many years you have been a client with us!

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We only have 2 price points for new clients. A Federal Return with up to 2 schedules is only $129, or $159 for more than 2 schedules and/or an out of state return is needed. This gives a new client the opportunity to try our services. (That's a savings of $100-$350 off the first year).
What is your typical process for working with a new customer?
The client will call to set an appointment. They will then meet with the CPA to discuss any questions they may have. The CPA will complete the return, usually within a week. A 2nd tax professional will review for accuracy, then the client can either pick up the return, review for a second time, or can be mailed back for a flat fee.
What education and/or training do you have that relates to your work?
Our CPAs have all necessary licensing as required to keep the designation.