Financial services at prices that make financial sense
Rick Ivey Consulting offers clients over 30 years of financial services experience, including tax returns, business consulting, bookkeeping, and more.
Our Services
Tax Returns
We file all federal and state tax compliance returns. We file for all classifications of business and personal.
Business Consulting
Fractional CFO services through SeatonHill Partners.
Bookkeeping
Outsourced bookkeeping services for small businesses.
Payroll Services
Payroll services for small businesses, including fully customized pay types and deductions.
We do not provide auditing services of any kind.
Trusted by many,
just like you
Once you are a part of the Rick Ivey Consulting family, we will do whatever it takes to help you. Our relationships foster to a level each client needs. If you are looking for a place to just drop your records and get back to work, letting the professionals handle it, we will do that as well but with the same care our other clients receive.
Financial services are not created equal
Services provided by an automated service or an accountant who doesn't care about you may look cheaper at first glance but can cost you long term. Rick Ivey Consulting has the knowledge and experience to provide strategic advice, prepare your tax returns, and provide accurate bookkeeping and payroll services. All of this comes with personal care that will make the difference to your business.
Rapid response
Personalized advice
Affordable prices
From the kitchen table to downtown, we’re here to help
We assist clients of all sizes and types. This includes individuals and start-ups to large corporations.
For LLC/S-Corps
We accept clients who need our help with the formatio nof the company as well as those that have been operating for years. The S-Corp (LLC corporate form) is a strategically powerful business form. We have helped dozens of clients form or convert to an S-Corp. In each case, we have a discussion with the client to determine if this is the appropriate form. Then, we provide the services that the client needs going forward.
Tax Returns
Bookkeeping
Tailored Advice
Customized Payroll
For LLC/Partnerships
Similar to an S-Corp, we can assist with formation or simply take over the relationship for a Partnership. A Partnership has different needs than an S-Corp. We will work with clients to make sure they are getting everything they need to be satisfied with our relationship.
Tax Returns
Bookkeeping
Tailored Advice
For Individuals
Individuals have the broadest complexity of any engagement. We serve the single W2 client up to those with portfolio income, capital transactions, multiple businesses (sole proprietor or K1s), rental properties (passive, active, or professional), oil and gas, farming operations, and more. A key part of the relationship is we don’t charge by the form or try to find your highest level of fee pain tolerance. We set a fair fee based on the complexity of the return that is almost always less than our competitors. We desire to have a conversation with each customer, so we can fully understand your overall situation. This allows us to serve you better.
Tax Returns
Bookkeeping
Tailored Advice
For Non-profits
Non-Profit organizations require a completely different type of experience. We have years of experience with multiple Non-Profit organizations. We have served on multiple Non-Profit boards and have prepared 990 returns for years. We can help you understand what is necessary to properly file your return.
Tax Returns
Bookkeeping
Tailored Advice
For C-Corps
The C-Corp is typically a larger business. We can participate in your business at any level you desire. We can prepare the 1120 only or come onsite to assist with the actual operations of your business. In the cases that a C-Corp is still an individually run small business, you need to be prepared to act like a large business for compliance. We can be there to walk you through the process.
Tax Returns
Bookkeeping
Tailored Advice
For Trusts
Trusts may not be as popular as they once were, but there are still trusts being formed every year. We can work with your attorney and provide advice to help you make the actual set up match your expectation.
Tax Returns
Tailored Advice