R-First Bookkeeping & Tax Practice

IRS Representation

Can you effectively represent yourself to the IRS? Receiving a notice from the Internal Revenue Service is stressful, as most taxpayers do not have the knowledge or experience needed to gather and communicate the required information to tax authorities. We have the knowledge base necessary to present your situation to the IRS in the event that you receive an IRS notice or audit. Proper representation often makes the difference between an equitable agreement, and one that costs you far too much money.

  • Professional Services

    Whether you are a fledgling company or an established business, you rely on factual and perceptive financial information to maintain profitability and to realize new opportunities. R-First offers excellent professional services that will assist you in achieving these objectives.

  • Some of these services include:

    • Income tax planning strategies
    • Accounting/Bookkeeping systems set up
    • Payroll tax preparation
    • Sales and use tax preparation
    • Personal property tax preparation
    • Tax return preparation
    • Business consulting
    • Information technology consultancy
    • System design and installation assistance
    • Loan and credit application preparation

    We can serve as both independent auditors as well as financial and tax advisors to individuals and businesses. At R-First, we truly care about our clients and we strive to provide you with practical solutions for a variety of business concerns and questions.

Bookkeeping Services

Accurate, comprehensive and up-to-date recording of financial transactions is critical to the success of any business, yet this task is time-consuming. R-First provides professional, affordable bookkeeping so that you can spend less time working on accounts and more time growing your business.


At R-First Bookkeeping, Tax Practice & Consulting, we use our education, training and experience to help our clients with their bookkeeping tasks and preparation of Income Tax Returns. From setup, and training to recurring full-charge bookkeeping, we will tailor our services to meet you specific business needs. No job is too small! We strive to provide personal, quality service and accurate bookkeeping. We will work with other members of your financial team (CPA, Attorney, Banker, etc.) to give you the tools that you need to succeed in business.


  • Income Tax Returns
  • IRS Audits,
  • EDD Audits
  • Enterprise Zone Recovery
  • New IRS Hiring Act
  • Accounts Payable
  • Accounts Receivable
  • Account Reconciliation
  • Records Management
  • Financial Reports
  • Payroll Services
  • QuickBooks Set-Up & Consulting (Certified)
  • Sage 100 Set-Up & Consulting (Certified)

Payroll Services

R-First can assist you in developing and implementing a computerized payroll system. We can help you manage timely and accurate payroll functions critical to your businesses including payroll taxes and workers compensation. Specialties: IRS Audits, EDD Audits, Enterprise Zone Recovery, New IRS Hiring Act.

Quickbooks Assistance

QuickBooks is a powerful accounting software application that allows you to organize your business finances in one location. In today’s technology-savvy world, businesses need to commit to using software applications and to providing support and training to their employees


Our company provides the following options to assist you with your QuickBooks requirements:


  • Training: R-First offers QuickBooks training to one or more members of your staff either at your company’s location or at our Stockton office.
  • Installation: We can install QuickBooks on stand-alone computers or in a network environment for single or multiple users.
  • Setup: We assist novice QuickBooks users with initial setup including Easy Step Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also assist advanced users in managing their business processes more effectively, for example, by improving their current setup options. Many users experience problems and lack the ability to generate and track important information due to inadequate setup.
  • Support: Our QuickBooks support service can troubleshoot any problems you may experience during installation, setup, or operations. In addition to our software support, we can also provide assistance with accounting and payroll data entry.
  • Review: Our QuickBooks review service helps your accounting and payroll staff by providing expert examination of transactions, accounts and reports. Reviews ensure that your business receives timely, relevant and reliable financial information so that you have an accurate picture of your business’s financial condition. We inform you of any required alterations or re-classifications. We can perform reviews upon request; however, regular monthly reviews supply you with up-to-date information and feedback about your business.

Sage 100 Master Builder

Sage 100 is a powerful accounting software application that allows you to organize your business finances in one location. In today’s technology-savvy world, businesses need to commit to using software applications and to providing support and training to their employees.


Our company provides the following options to assist you with your Sage 100 requirements:


  • Training: R-First offers Sage 100 training to one or more members of your staff either at your company’s location or at our Stockton office.
  • Installation: We can install Sage 100 on stand-alone computers or in a network environment for single or multiple users.
  • Setup: We assist novice Sage 100 users with initial setup including Easy Step Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also assist advanced users in managing their business processes more effectively, for example, by improving their current setup options. Many users experience problems and lack the ability to generate and track important information due to inadequate setup.
  • Support: Our Sage 100 support service can troubleshoot any problems you may experience during installation, setup, or operations. In addition to our software support, we can also provide assistance with accounting and payroll data entry.
  • Review: Our Sage 100 review service helps your accounting and payroll staff by providing expert examination of transactions, accounts and reports. Reviews ensure that your business receives timely, relevant and reliable financial information so that you have an accurate picture of your business’s financial condition. We inform you of any required alterations or re-classifications. We can perform reviews upon request; however, regular monthly reviews supply you with up-to-date information and feedback about your business.

Tax Services

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Business Partnership Tax Preparation

The process of filing your business taxes varies depending on what kind of business you own. If you are a self-employed person, or the small business you own has no employees, then it’s possible to file taxes along with your personal income taxes. R-First Bookkeeping & Tax Practice offers personal income tax services, as well as services for businesses. The tax process for a larger business is more complex, especially if the business has multiple partners or shareholders.

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Late Tax Filing

The law is clear: federal taxes are due on April 15th, every year. Anything filed later is considered a late tax return. While there is usually leeway of a couple of days before the IRS gets concerned, it’s a load off your shoulders to know your taxes are in well before this date. If you haven’t gotten to that level of planning, then you’re one of the many Americans who file their taxes late every year. While this is a big problem, and if left unchecked can lead to significant financial penalties down the line, it’s a relatively simple problem to fix.

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Self Employed Tax Preparation

Self-employment is extremely rewarding and liberating in so many ways. But you need to make sure that you can keep on top of the taxes! Whether you’ve been self-employed for many years, you’ve just started out, or you’re dreaming of your self-employed future, making sure you’re planning for your taxes should be part of your daily routine.

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Tax Filing Services

Some people are required by law to file their taxes every year. Other people choose to file taxes, in order to receive deductions, refunds, and other benefits. Even if you do not technically have to file a return, it is possible that it could be a good idea for you to file one anyway.

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Tax Preparation Services

A tax professional knows all of the details of tax law, and how it applies to your specific situation. That can mean bigger refunds, more deductions, and advice or counsel through some of the most complicated aspects of the law and policy of your region.

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Contact Us Now for Expert Help on Your Delinquent Tax Returns

Don’t let the stress of back taxes hold you back any longer. Contact our specialists now for expert help.

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