Tax Preparation & Planning
As a certified public accounting firm, RW Tax Advisors, P.C. is well-equipped to serve you with tax preparation and planning services. With tax laws changing on what seems like a daily basis, RW has the education and expertise to implement appropriate strategies with the ultimate goal of minimizing tax for our clients to the fullest extent provided by the law. RW will work to understand your unique tax situation in order to implement the necessary planning and strategies. With extensive background in individual, corporate, partnership, and exempt organization taxation, RW is poised to offer any tax service that you may need.
Services
RW Tax Advisors, P.C. is here to serve the specific needs of our clients. We are here to offer our time and expertise in the following areas:
Andrew Rogers, CPA, MAcc
Andrew is a 2002 graduate of Grand View College with degrees in accounting and business administration. After undergrad, Andrew continued his education at Drake University, where he obtained a Master’s degree in accounting. Andrew’s entire sixteen-year professional career has been spent in public accounting. He has a wealth of experience with individual, partnership and corporate taxation, along with a specialty focus on tax-exempt entities. Additional professional areas of focus have been multi-state scenarios as well as capitalization issues. He is a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants. He has lived in central Iowa all of his life and this area means a lot to him. His main focus outside of work is spending time with his wife, Leslie, and two children, Evie and Trent, along with active involvement in his church. Other interests include Minnesota Twins baseball, Iowa Hawkeyes sports, and movies.
Shareholder
Born and raised in Des Moines, Eric graduated from Grand View College in 2002 with degrees in accounting and business administration. He also earned a master’s degree in business administration from Drake University in 2007. Eric has served the accounting and tax consulting needs of business and individual clients for over 15 years. He also received valuable tax and accounting expertise from time employed with a multinational financial institution and an Iowa-based university. As a member of both the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants, Eric enjoys assisting businesses and families navigate complex accounting and tax regulations efficiently. Outside of the office, Eric enjoys spending time with his wife, Courtney, and participating in church activities. Other interests include hiking in Colorado, attempting to golf, and touring microbreweries around the country.
Eric Wahlstrom, CPA, MBA
Shareholder
Your Tax & Accounting Professionals
RW Tax Advisors, P.C. is a certified public accounting firm located in Ankeny, Iowa that is here to assist with your tax and accounting needs. Individuals and businesses alike are finding it increasingly difficult to properly comply with a myriad of tax rules and regulations. Tax laws are constantly changing and increasing in complexity. You can rely on RW Tax Advisors, P.C. to come alongside you and your business so that we can navigate these challenges together. With experience in many different industries, the RW team can contribute valuable expertise that is tailored to fit your specific needs. We look forward to building a lasting and meaningful relationship with each and every client.
Accounting Services & Payroll Compliance
Small business owners face extreme challenges in regard to bookkeeping and payroll needs, with time being devoted to these tasks that could better be spent growing their own businesses. Why not let RW Tax Advisors, P.C. assist to any degree needed in this area? Our well-qualified staff will work with you in order to establish the nature and extent of services needed. Some businesses need only limited assistance, such as annual assistance with journal entries and adjustments, while others would rather have us manage the bookkeeping and payroll functions on an ongoing basis throughout the year. Wherever your business needs fall on this spectrum, please consider us as an option to provide a solution.
Consulting
Each organization has unique opportunities and challenges requiring thoughtful solutions that go beyond what traditional tax and accounting services provide. As a result, RW Tax Advisors, P.C. offers the following consulting and business advisory services to help clients navigate their unique circumstances:
Start-up Business Consulting
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Legal entity evaluation and selection
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Budget and business plan development
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Bank financing analysis and application
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Accounting software selection, implementation, and training
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Payroll tax account application and setup
Mergers & Acquisitions
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Financial analysis for business acquisitions, sales, liquidations, and structured buy-outs
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Developing strategies for tax minimization of buy/sell agreements
Budgeting
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Operating budget development and evaluation of actual results
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Cash flow projections
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Lease vs. buy analysis for fixed assets
Problem Resolution
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Research and resolve special accounting, balancing or financial reporting problems
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Train employees on specific accounting tasks