Our Tax Practice

Ricken Financial provides high quality service to our clientele during tax season and throughout the year.  We specialize in individual income tax preparation, analysis, and planning.

In addition to individual income taxation, we also specialize in Social Security planning and analysis. 

Our overall objective is to educate our clients on the various aspects of individual income taxes and Social Security choices.  This education often results in allowing our clients to minimize their overall tax bill and maximize their Social Security benefits. 

Our tax preparation services are offered at a discounted rate flat rate for individual income tax returns.  This price includes:

  • Preparation of the Federal tax return
  • Preparation of two state/local tax returns
  • Electronic filing for all returns

Unlike many tax preparation firms, there are no additional charges for the various schedules required in the preparation of the returns. 

How can we offer quality tax preparation for a discounted flat rate?  It is simple - Ricken Financial helps subsidize the cost of preparing your return.  Our goal is to make your financial life better. We offer tax preparation at a discount, we analyze your taxes and provide ideas for savings, we offer advice on how to maximize your Social Security benefits, we protect your retirement assets from loss of pricipal and a myriad of other risks, and the list continues.   

All returns are prepared by CPAs, Enrolled Agents, Registered Tax Return Preparers, or accountants.  Again, our fees for the preparation of personal income tax returns do not include any extra charges.

We are more than simply tax preparers though.  Throughout the year, we meet with our clients to discuss advantageous ways to work within the tax laws to minimize taxation.  We gather all relevant information regarding the sources of taxable income and deductions and look for ways to reduce taxes. 

We also analyze Social Security benefits for our clients and incorporate these findings into a holistic retirement plan.  We believe we can offer the best Social Security benefit advice by incorporating Social Security benefits into an overall plan.  This service is offered to our tax preparation clients, retirement planning clients, identity protection clients and prospective clients on a no-cost, no-obligation basis.

As previously stated, we believe education is very important and strive to share current tax-related information with our clients as it becomes available.  The one constant in the world of taxation is change, so we want our clientele to be prepared when change occurs.

Contact us at 314.442.6476 to schedule your tax preparation today.

2017 Tax Preparation Forms