Who We Support
Our clients include privately-held and family-run businesses, non-profit organizations, tribal entities, government agencies, and individuals. They range in size and cover a wide spectrum of industries. Some of our clients have a few employees, while others have multiple locations with many employees and entities.
Client interaction sets Elgee Rehfeld apart from other firms. While many accountants do a good job of handling routine compliance tasks, such as fundamental audit reports or typical tax filings, we go the extra mile to become a vital and integral part of the client’s search for excellence. We proactively meet and speak with our clients throughout the year, and it is this approach to communication that enables our firm to create relationships and dialogues that make a difference.
Individual Tax Payers
We work with executives, working individuals, retirees, and families. Our team creates a tax plan based on their unique financial circumstances, opportunities, and challenges. We can conduct income, estate, trust planning, as well as design a family gifting or philanthropic donation plan. Some of our clients have stock options, inheritance needs, long-term health concerns, and other issues to address. In addition to helping create an effective tax plan, we will ensure your tax returns are properly prepared and filed.