What’s the Difference Between A Dave Ramsey Endorsed Local Provider (ELP) for Taxes and RKL Financial? This is a great question that we get asked here at RKL Financial. RKL Financial, Ryan Loos and all of its counselors are endorsed by Dave Ramsey for Financial Counseling. An ELP for tax is especially endorsed by Dave Ramsey for tax preparation. While RKL Financial does prepare taxes we are not locally endorsed as Dave's tax preparer.
Does that mean that we are not as good as the Dave Ramsey Endorsed Local Provider for Taxes? Not at all. We have over 10 years of tax preparation experience. Ryan Loos, the primary tax preparer, was trained by some of the best and largest accounting firms in the country to prepare taxes (PriceWaterhousCoopers and RSM McGladrey – they own H&R Block). Honestly, once we had obtained the endorsement from Dave Ramsey for Financial Counseling, we were looking at applying for the endorsement from Dave for tax preparation but we found out that another local tax preparer had beat us to it. I have listed Dave Ramsey's Endorsed Local Provider for you convenience in case you want to contact him. I have met Tim Hoag (Reliance Financial Group) and he is a great guy. I truly belive that you have have two great options for tax preparation and tax planning here in Western New York (WNY) with Tim Hoag and Ryan Loos.
Wether you are a Dave Ramsey Endorsed Local Provider for Taxes or a Dave Ramsey Certified Financial Counselor, you are background checked, you must submit references for review, and your clients are surveyed to guarantee great customer service. I will say that if you are a Dave Ramsey Financial counselor you do go through extensive training (from Dave and his Staff)on other financial issues besides taxes. While we know taxes, we also know all of the other nuances of Dave Ramsey's Total Money Makeover and Dave's Financial Peace University.
We are not like your typical tax preparation service. Ryan Loos (Owner of RKL Financial) personally prepares all of your tax returns right in front of you. We do not hand off your tax return to a tax preparer that makes a little over minimum wage and has only taken a 4-6 week class to learn how to prepare taxes (that’s right we at talking about H&R Block, Jackson Hewitt, and all of the “Store Front” tax preparation services out there). We set specific appointment times so that you do not have to wait hours in a waiting room to get you taxes prepared. We have appointments available Monday – Saturday from 9am – 9pm, give us a call today to schedule your appointment.
If you are (Financial Peace University) FPU graduate or current student, be sure to ask Ryan to apply the "FPU discount" to your tax preparation.
Tim Hoag – Reliance Financial Group
Phone Number: 716-896-3232
Address: 2819 William St Buffalo, NY 14227