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    Executive and Estate Planners

    3.0 (2 reviews)
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    RR Financial Services - 141 S Cass Ave Westmont

    RR Financial Services

    (23 reviews)

    RR Financial provides outstanding service from start to finish. They are professional, responsive,…read moreand incredibly knowledgeable about individual tax filings. Every question I had was answered clearly and promptly, and they take the time to explain deductions, credits, and filing options in a way that was easy to understand. What stands out is their attention to detail and commitment to accuracy. They carefully reviewed all documentation, ensured compliance with current tax laws, and made the entire process seamless and stress-free. I felt confident that my return was prepared thoroughly and submitted correctly. We have used their services for both business and individual accounting. Their efficiency, integrity, and client-centered approach truly set them apart. I highly recommend this team to anyone seeking reliable, expert assistance with completing annual tax returns.

    The first year I had Roger do my taxes, the experience was incredible. I came out owing a lot less…read morethan I thought I would. Everyone in the office was extremely nice. Roger took his time to sit down and explain everything to me in detail. The second year, however, was not the same. I sent in my paperwork for my taxes. I had to keep calling to see when it was ready. It took quite awhile. While I know it was a very busy time, keeping me informed would have been helpful. I was finally told they were ready to sign and pickup so I set up an appointment. When I went in, they said I just needed to sign and then pay them their money. I wanted to speak to Roger but they asked me what it was about and when I told them, they said that would be a financial matter and I would need another appointment and to pay for that. What!!! I'm in there about my taxes and have questions regarding it and future taxes but I can't see Roger about that without incurring additional fees? It was very upsetting to be treated like that as a client. I won't be going back there. He charged almost $200 to do a simple return when I could have went to AARP's tax sites and gotten it done for free. It wasn't that complicated. I wont be back again to RR Financial and I do not recommend them.

    Executive and Estate Planners - financialadvising - Updated May 2026

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