Business Details
Your Trusted Tax & Financial Services Partner in Vermont
Robert Rich Tax & Financial Services has been dedicated to providing comprehensive tax and financial solutions since 1994. Our founder, Robert Rich, EA, brings over 30 years of specialized expertise in taxation, investment planning, and real estate financial management. As an Enrolled Agent licensed by the US Treasury Department, Robert maintains rigorous ethical standards and completes ongoing continuing education to ensure compliance with evolving tax regulations. Our practice serves individuals, families, businesses, trusts, and estates with personalized attention to detail. We combine technical proficiency in federal and state tax preparation with strategic income tax planning to optimize client outcomes.With a background in investment company representation and Vermont real estate licensing, we offer unique insights into complex financial scenarios. Our commitment to technical excellence and client-centric service has established us as a trusted resource in South Burlington. We prioritize transparency in all client interactions, maintaining clear communication throughout the tax process. Our office operates with a focus on accessibility, offering convenient drop-off options for client materials. For over three decades, we have built lasting relationships by delivering accurate, timely, and ethical financial guidance.
Services
Tax Preparation
Income Tax Planning
Accounting Services
Investment Taxation
Real Estate Taxation
Highlights and features
- We offer over 30 years of specialized tax expertise as an Enrolled Agent.
- Our practice combines investment and real estate taxation specialization.
- We maintain rigorous ethical standards and ongoing professional education.
- We provide personalized service with convenient document drop-off options.
- Our local Vermont knowledge enhances regional tax compliance strategies.
Associations and certifications
- Enrolled Agent (EA)
Services
Tax Preparation
Comprehensive federal and state tax preparation services for individuals and businesses. Our Enrolled Agent ensures accurate reporting of income, deductions, and credits. We handle complex scenarios including investment income and real estate transactions.
Income Tax Planning
Proactive tax planning to minimize liabilities while maximizing deductions and credits. We analyze changing financial situations to develop year-round tax efficiency strategies. Our approach considers investment portfolios and real estate holdings.
Investment Taxation
Specialized handling of investment-related tax matters including mutual funds, stock options, and virtual currency transactions. We track capital gains/losses and ensure compliance with evolving reporting requirements for digital assets.
Real Estate Taxation
Expertise in residential rental property taxation and real estate transactions. We manage depreciation schedules, 1031 exchanges, and energy efficiency tax credits. Our services include Vermont-specific property tax considerations.
Accounting Services
Support for business financial management including bookkeeping and payroll tax reporting. We assist with household employee tax compliance and documentation requirements for tax credits and deductions.
People
Robert Rich
Enrolled Agent
Robert Rich, EA, has over 30 years of tax expertise, holding an Enrolled Agent license from the US Treasury. He specializes in investment and real estate taxation, with Vermont real estate licensing experience. A Champlain College accounting graduate, he provides personalized tax solutions to South Burlington clients.
Questions
What tax services do you specialize in?
We specialize in federal/state tax preparation, investment taxation, real estate tax planning, and household employee tax compliance for Vermont residents and businesses.
Do you handle cryptocurrency tax reporting?
Yes, we provide complete virtual currency transaction reporting including sales, exchanges, and business receipts of digital assets.
Can you help with energy efficiency tax credits?
We assist with claiming Energy Star improvements credits for primary residences, including windows, doors, and insulation upgrades.
How do you handle household employee taxes?
We prepare employment tax returns and Form W-2 for household employees paid over $2,700 annually, ensuring compliance with IRS requirements.
Do you offer document drop-off options?
Yes, clients may securely leave documents under our suite door when we're unavailable for immediate assistance.
Reviews (1)
Brad Sylva
Dec 20, 2019
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Ive used Robert Rich for two years now and Im extremely happy with the overall process and certainly the results. I moved states twice in two years so it was more complicated than normal, however Robert helped us sort everything out and this year we mainly worked over email which was easy and convenient. In both years Robert was able to get us great tax returns, certainly more than if I attempted to do them myself. I definitely recommend this company to anyone that truly wants to maximize their returns!
