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
Some places claim to be like family. We actually are.
Jeremy & Lalaine Roman
Owners | Jeremy Roman, EA
Jeremy is an Enrolled Agent, federally licensed to represent taxpayers before the IRS, and the third generation to lead this family practice. Before taking over in 2024, he spent years in client onboarding for data analytics platforms at Fortune 50 companies, and he's brought that experience home: modern systems, clear communication, and a client portal that actually keeps you informed, all wrapped around the personal service this firm has been known for over the decades.
Lalaine runs the physical side of the office. She handles document intake, scanning, and pickups, so whether you drop off a shoebox or a single W-2, your paperwork is handled securely and gets where it needs to go. Together they've kept R Tax Services what it's always been: a family business where you're a name, not a file number.
Hannah Roman
Senior Tax Preparer
Hannah prepares individual and business returns across the full range of complexity we handle, including multi-state filings. She works closely with Jeremy on every engagement to make sure your return is accurate, complete, and takes advantage of everything you're entitled to.
Richel Pasoquin
Tax Data Specialist
Richel gets your documents into our system accurately and completely, which is where every solid return starts. Her careful data entry work means your preparer begins with clean, verified information and your return moves through our process without delays.
Roxanne Massa
Client Coordinator
Roxanne answers when you call. She schedules your appointments, answers your questions, and makes sure you reach the right person when you need something. If you've talked to our office, you've probably talked to Roxanne.
Colleen Mae Felongco
Client Experience Manager
Colleen is your point of contact inside our client portal. She responds to your messages, tracks where your return stands, and follows up so nothing sits unanswered. If you're wondering about status or next steps, Colleen is the one keeping you in the loop.
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
Tuesday & Thursday: 10:00 AM - 2:00 PM
Other days by appointment
Let's Work Together
Ready to experience personalized tax service? Schedule a free consultation today.
Schedule a Consultation