About R Tax Services
Professional tax preparation with a personal touch. We're here to make your tax experience simple, stress-free, and successful.
Three Generations of Service
Serving the community since the late 1980s from the same trusted location.
Our Family Legacy
Our story began in the late 1980s when Phylis and Jim Duffy founded Duffy Tax Service. For over two decades, they built a reputation for honest, reliable tax preparation in our community. In 2008, Jeff Roman took over the business, rebranding it as R Tax Service and continuing the tradition of personalized, professional service.
In 2024, Jeremy Roman assumed leadership as the third generation, working alongside his wife Lalaine. Now known as R Tax Services, we continue to operate from the same location where it all began—a testament to our deep roots in the community and our commitment to being your trusted tax professionals.
We understand the challenges of managing finances because we face them ourselves. As a family business spanning three generations, we bring not only technical expertise but also the personal touch that comes from genuinely caring about our clients' success. We're proud to serve individuals, families, and businesses throughout our community with the same dedication that has defined our practice for decades.
Meet Our Team
Jeremy & Lalaine Roman
Current Owners & Tax Professionals
As the third generation to lead this family business, Jeremy brings a unique perspective to R Tax Services. With a background in client onboarding for data analytics platforms at Fortune 50 companies, he combines the family legacy of personalized service with modern client experience practices. Taking over in 2024, he and his wife Lalaine are bringing fresh energy while honoring the tradition that has defined this practice for decades.
As a husband-and-wife team, they blend traditional tax expertise with contemporary client service standards. Jeremy's experience in enterprise-level client management ensures smooth processes and exceptional communication, while maintaining the personal touch that has kept clients coming back for generations.
Hannah Roman
Sr. Tax Preparer
Hannah brings extensive expertise in tax preparation and specializes in complex returns. Her attention to detail and dedication to client service ensures accuracy and maximizes deductions.
Richel Pasoquin
Tax Services Coordinator
Richel serves as the essential liaison between clients and our tax preparation team, managing communications through our secure client portal and ensuring smooth workflow. Her attention to detail in data entry and project tracking keeps your tax preparation process organized and on schedule.
Roxanne Massa
Receptionist
Roxanne is your first point of contact and ensures every client interaction is welcoming and professional. She coordinates appointments and helps you get the information you need.
What We Do
Individual Tax Returns
Personal income tax preparation for individuals and families. We maximize your deductions and ensure accuracy.
Business Tax Returns
Comprehensive tax services for LLCs, S-Corps, partnerships, and sole proprietors. We handle the complexity so you can focus on your business.
Tax Planning & Consultation
Strategic tax planning to minimize your liability and maximize your financial outcomes throughout the year.
Gig Economy Workers
Specialized expertise for rideshare drivers, delivery workers, freelancers, and independent contractors.
E-Commerce Businesses
Tax preparation for online sellers, from Amazon FBA to Shopify stores. We understand multi-state tax complexities.
Bookkeeping Support
Year-round support to keep your books organized and ready for tax season. No more last-minute scrambles.
Our Office
Visit Us
We welcome in-person consultations at our office. Prefer to meet virtually or drop off documents? We offer that too! Whatever works best for your schedule and preferences.
Phone
+1 812-424-3166Drop-Off Hours
Monday - Friday: 9:00 AM - 6:00 PM
Closed 12:00 PM - 1:00 PM for lunch
Saturday: 10:00 AM - 4:00 PM
Let's Work Together
Ready to experience personalized tax service? Schedule a free consultation today.