RWM & Company

New Bloomfield, PennsylvaniaAccepting Remote Clients

Email:

Phone: 17175828135

Website: https://rwmcompany.com

About RWM & Company

Since 1981, RWM & Company has focused on one thing: helping people make better financial decisions. We work primarily with high-net-worth business owners and operators who need clear guidance, reliable expertise, and strategies that create long-term value. Our team brings practical tax, accounting, and advisory insight to help clients protect what they’ve built and move forward with confidence. We care about real outcomes: simplifying complexity, solving problems, and supporting the people behind the businesses we serve.

Typical Client Profile:

  • Individuals with income > $200K
  • Business owners with profit > $100K
  • Real estate investors with multiple properties
  • Retirees / pre-retirees

Services Provided:

  • Bookkeeping
  • Tax Preparation
  • Tax Planning
  • Tax Resolution
  • CFO Services
  • Financial Planning

Industry Specialties:

  • Construction
  • Manufacturing
  • Retail
  • SaaS
  • Healthcare / Physicians

About this directory

This directory lists independent tax professionals who have completed TaxPlanIQ’s Certified Planner training and platform onboarding.

TaxPlanIQ does not provide tax preparation, tax planning, or tax advisory services, and does not supervise, control, or direct the services performed by any listed advisor. All advisors in this directory operate as independent professionals and are solely responsible for their own client engagements, advice, and compliance with applicable laws and professional standards.

Inclusion in this directory does not constitute an endorsement, guarantee, or warranty of any advisor’s work, services, or results. TaxPlanIQ does not evaluate or verify the accuracy, quality, or suitability of any advice provided by listed professionals.

“Certified” refers only to completion of TaxPlanIQ’s internal training and platform requirements and does not imply any government license, professional designation, or regulatory approval.

Users are solely responsible for selecting and engaging a tax professional and should conduct their own due diligence before hiring any advisor.