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About Us

RP Financial Services

Moving You Forward

RP Financial Services specialized in Tax Resolution, Tax Planning, Bookkeeping and other financial services.

 

With highly certified team of tax professionals, RPFS helps individuals and business owners resolve tax issues and provides financial planning to fit their specific needs. Our digitally advanced system provides clients with convenience when dealing with official forms and documents to the taxing authorities.

 

Because we understand each situation is unique, we tailor our services to deliver you peace of mind.

Our Story

Roger Reed and Khanh Pham, owners of RP Financial Services, started the company in the midst of the Covid-19 pandemic with the goal to create a company that modernize the old-fashioned and time consuming tax resolution industry. After working for multiple tax companies, the pair realized that most companies often deceive clients in by over-promising and under-delivering, thus waste their time and money and give the industry a bad reputation. Roger and Khanh wanted to change this, and they believe that the best way to do achieve their goal is to start their own practice that adhere to their core values. 

 

RP Financial Services is committed to provide high quality financial services to all persons and businesses, especially to those of the underrepresented communities,

by providing professional services with pride and integrity at an affordable price.

Meet The Team

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Roger L. Reed, EA

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Founder & CEO

Senior Associate

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Jason Sayre, MACIS

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Accountant and Tax Preparer

Senior Consultant

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Jason Lawanan

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Bookkeeping Specialist

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Kristine Lupoy

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Administrative Assistant

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Khanh Pham, MBA

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Owner & Co-CEO

Tax Resolution Specialist

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Ethan Willse, CPA

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Case Manager

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Mike Bulawan

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Marketing Manager

Proud Member and Partner of

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