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Roosevelt Moore Services
Roosevelt Moore Services

A Little About Roosevelt Moore

 Your tax return tells the story of your financial year and can help uncover ways to legally lower your taxes moving forward. By reviewing your income, deductions, credits, and expenses, we can identify opportunities to maximize savings, adjust withholdings, increase retirement contributions, and make smarter financial decisions throughout the year. Tax planning is all about being proactive instea

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Mr. Moore

I have been preparing tax returns since 2005. I started out doing my own, expanded to a few family members and now I have quite a few return customers who keep me busy with referrals! This year, I was selected to assist Turbo Tax customers via phone. I don't think I will forget that experience and, if they want me to do so again in the future, I would be happy to! That experience teaches you a lot



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Networking Mr. Moore

I have found that quite a few bookkeepers decide not to prepare their client's tax returns. I would like to partner with them to give their clients a complete package at tax time.


Phone: 727 359-7433

Email: roosevelt@rmooreservices.com

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Menu / Price List

Individual Tax Planning Membership

Essential Plan

$29/Month**

 

  • Federal tax return preparation 
  • Annual tax review 
  • Email support 
  • Tax organizer and document storage

Plus Plan

$48/Month**

 

  • Everything in Essential 
  • Mid-year tax planning review 
  • Estimated tax payment guidance 
  • Priority support

Premium Plan

$95/Month**

 

  • Everything in Plus 
  • Quarterly tax planning meetings 
  • Tax projections 
  • Retirement and withholding reviews 
  • Year-round tax advisory support


Small Business Tax Advisory Membership

Small Business Tax Advisory Membership

$95/Month**

 

  • Personal tax return 
  • Business tax return 
  • Quarterly tax checkups 
  • Estimated tax calculations

Business Growth

$195/Month**

 

  • Everything in Basic 
  • Tax-saving strategy recommendations 
  • Entity structure review 
  • Year-round support

Yearly Tax return

$150 - $250

  • Individual Tax return
  • Small Business Tax return

** Planning Memberships Require Automatic Monthly Payments

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