REAL TAX PLANNING NOT JUST FILING. MAKE SMARTER FINANCIAL DECISIONS NOW

By the in-house team of 40+ highly experienced Tax Attorneys, CPAs, IRS Enrolled Agents & Other Advanced Tax Planners

i. Business operators

ii. Service-driven founders

iii. Serial entrepreneurs

iv. Power players

OUR APPROACH TO BUSINESS

This isn’t a feel-good numbers shop. It’s a results-driven partner for business builders.

We’re here for the bold ones. The ones with skin in the game and something to prove. At RWM & Company, we go all in — not because it’s easy, but because that’s what it takes to win.

We cut through the noise, kill the guesswork, and hand you clarity when everyone else hands you spreadsheets.

You get answers. You get strategy.

You get proactive tax planning, real-time financial insights, and a team that’s fully invested in your outcome.

This isn’t service with a smile. It’s service with teeth.

If we spot a blind spot, we call it. If we see a smarter move, we make it.

If something’s broken, we fix it fast — because your success is personal to us.

You want a quiet back office? Look elsewhere. You want a firm that thinks like an operator, fights like a partner, and moves like it means it? You just found it.

MEET THE TEAM THAT'S READY TO SERVE

Robert W. Morris III, CPA

President & CEO

Bobbi Jo Foster, EA

VP, Tax Operations

Alex Neubauer, CPA

Client Tax & Accounting Manager

Robert Freedenberg, JD, LLM

Client Tax and Accounting Manager

Kyle Nickler, EA

Client Manager

Let’s stop talking. Let’s start building.

What You Get

  • Proactive tax planning, not last-minute surprises

  • Real-time insights that drive smarter decisions

  • Strategy sessions focused on growing your bottom line

  • Full visibility and no fluff; we speak your language

  • A team that’s thinking five moves ahead, so you don’t have to

Next Steps

1. Book Discovery Call

We’ll talk goals, roadblocks, and where you’re leaving money on the table.

2. Get Your Custom Plan

We’ll build your Tax As A Service roadmap — focused on cash flow, compliance, and control.

3. Start Winning with Your Back Office

We plug in. We run point. You move faster.

OUR SERVICES

TAX

We are here to optimize your taxes, so you have time and money

BOOKKEEPING

This is the least enjoyable part of running your business. Let us take it off your hands

PAYROLL

Our job is to help make payroll effortless, so you have more time for the work you really want to do

FINANCES

Finances can be confusing and stressful. We build an authentic, personal relationship that enables us to go beyond just the transactions

WHAT OUR CLIENTS SAY

“RMW isn't just our accounting firm, they're a second brain for our business. We've never felt more in control“

— [John D.]

“They spotted a tax issue our last CPA missed for years. We saved five figures and now have a real partner in our corner.”

— [Karen H.]

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