Who should work with RTH?

Those who want more than compliance-based accounting services. We provide approachable accounting and strategic financial guidance through meaningful partnerships. Unlike traditional firms that focus on transactions and deadlines, we become a trusted partner who helps clients understand their numbers, make confident decisions, and build sustainable growth.

What does working with you look like?

We start with an introductory discovery call where you share about your business and investments and answer some preliminary questions. If we agree there is an opportunity, we will send a proposal of identified options that are specific to your individual scenario. After that, we get to work! For tax planning, we will identify opportunities and create a customized tax strategy plan and schedule check ins on a regular cadence to be able to adjust as needed throughout the year.

What is tax strategy and how is it different from tax preparation?

Tax preparation reports what already happened. Tax strategy is proactive planning to legally reduce taxes before the year ends—through entity structure, timing, deductions, and credits. We offer both tax preparation and tax filing services. Tax strategy can be done in conjunction with your current CPA/tax preparer.

When should I start tax planning?

As soon as possible! Early in the tax year makes it easier to take advantage of more opportunities and ensure you capture all of your expenses. Studies have shown businesses who track throughout the year capture between 20-35% more deductions than those who wait until year-end. But if you waited, no worries, we can still help you capture as much as possible!

How much can tax strategy save me?

Every situation is different and we can hop on a risk-free call to talk through your specific needs and opportunities. In working together, developing a plan throughout the year, and executing to it, we are confident we will save you much more than our fee. In being proactive, there are more options to save your hard-earned money.

How do you communicate with clients?

Scheduled calls, emails, texts, and a secured portal are all options for regular communication. I also love to go out to meet local business owner clients at their place of business to see it in action! For those clients who are not local, virtual is always an option. If you want to discuss more, you can send a message on the Contact page or call/text (413) 251-2292

Do you offer free consultations?

We offer a free introductory call to determine your needs and see if we can be a fit to help you.

How do you price your services?

Pricing is determined based on the initial call and what services are discussed. Pricing proposals sent will be value-based at a flat rate – no surprises.

Will this increase my IRS audit risk?

We consider potential implications to audit risk in determining the strategy on an individual basis. We follow tax rules and regulations, though we recognize that certain filings may inherently have a higher audit risk based on their nature. Some of the strategies you see from social media may or not be applicable to you and we can help navigate the right ones that aren’t going to put you in a risky position. Sometimes ‘hot ideas’ on Instagram create potential higher audit risk for those using them correctly because many people try to use them incorrectly. Ongoing education, professional memberships, and regular monitoring of tax updates are how we stay current. We will help you capture legal deductions and credits.

Can you help new businesses get set up and decide on entity type like LLC or S-corp?

Absolutely! This is a great time to get structures set up right and begin the planning process. We can help with getting you set up with tracking programs (Quickbooks for example) and other options as well. We analyze income, payroll, taxes, and long-term goals to determine the most efficient tax structure.

What makes your firm different?

We don’t just file returns – we collaborate with clients to make smarter decisions all year minimizing taxes and building long-term wealth. We don’t want to speak ‘accountant’ to you and instead look to simplify a complicated process so you can use it, save money, and spend your energy focusing on what you enjoy!

Do you complete compilations, reviews, or attest/audit services?

We do not provide those services here. Our focus is on working together with businesses to provide guidance and approachable accounting and that’s where we get our energy! If clients are in need of these services, we can help connect them with partners who specialize more in that offering.

Privacy Policy – Refined Tax Horizons, Inc. – Updated as of May 4, 2026

At RTH we take our privacy seriously. This policy explains how we collect, use, and disclose your info. By using our services or accessing our website, you agree to the terms of this policy.

We collect information you provide directly to us. Contact info like your name and email when you reach out and sign up for the newsletter. Business & Financial info when you become a client. Then like most sites, we collect cookies and similar tools to see how people use our site so we can make it better. We collect the info through direct interaction, document uploads, third parties (with your consent), and automated technologies on the site. We use the digital info to improve the site. Your personal financial info doesn’t link up with the site, we use that for our accounting services as a client only. We don’t sell your data and we only share it when (1) service providers help us (like Beehiiv handling the email addresses for subscribers secure accounting software supports bookkeeping, (2) legal reasons like the IRS, or (3) if you give your consent like sharing financials with a lender. We use industry-standard measures to protect your sensitive financial data and we’re pretty obsessive about clean, secure systems. You can opt out of sharing data at any time, like clicking ‘unsubscribe’ from the newsletter link and if you’d like us to update or delete that data completely just reach out! If you have any questions about data and our policy, email Alexis@refinedtaxhorizons.com.