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RMBCPA is experienced with a diversity of knowledge on individuals from all walks of life, and businesses from small to medium to large companies with multi-location, multi-state presence.  RMBCPA has a diversity of experience to meet your needs for individual and business taxes, accounting services, business formation and fractional CFO / Controller services.  RMBCPA offers a full range of financial services through its affiliation with HD Vest Financial Services.


Who We Are

As a independent CPA firm and financial advisory service, we are committed to offering personal, quality services with complete objectivity and unbiased advice.

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What We Do

Our educational approach takes the mystery out of taxes, business formation and licensing, investing, and wealth preservation..

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Why We Do It

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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Services to Individuals

  • Federal & all State Income Taxes 
  • IRS & State Agency Problems & Representation
  • Personal Financial Services
  • Brokerage & Retirement accounts
  • College Planning (529 accounts)
  • Professional Money Management

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Services to Businesses

  • Fractional CFO & Controller services
  • Accounting / Financial Statements
  • Federal & all State Income Taxes
  • IRS & State Agency Problems & Representation
  • Sales/Use & Excise Taxes
  • Licenses / Occupational & Property Taxes
  • Retirement Plans (SIMPLE, 401(k))
  • Firm Registration (Corp, SubS, LLC)
  • Sage 50 / QuickBooks Setup

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