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Tax Preparation

New for Tax Year 2025!

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R&V Personal Finance, LLC is now offering personal income tax preparation for a limited number of clients. 

Tax Services

In response to witnessing a need for integration between financial planning and income tax preparation, RVPF now offers income tax services. Starting at $199 for a basic federal and state return, please inquire with interest. Existing financial planning or wealth management clients receive priority for tax preparation services.

 

Elizabeth Ratashak-Vogel, CFP®, is an IRS Annual Filing Season Participant. 

Taking Notes during a Virtual Meeting

Get In Touch

We know your time is valuable, so we offer services both in-person and virtually with no need to dress up, no commute and no hassle. We'll take the time to get to know each other and then work through your to-do list, making the process simple and efficient.

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Thank you for considering RVPF. Your questions are always welcome.

Thanks for submitting! I'll be in touch soon!

Decorah, Iowa                 phone: (707) 469-3580

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