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Tax Services

The Rockwood Agency would be delighted to assist with all of your Tax Return needs. 

We hope that everyone has had a safe 2020 and your 2021 is off to a good start. It was definitely a tough year mentally and physically for all of us. Our small business was no exception to that rule. The pandemic has certainly changed the way we do business. Our agency has always prided on being a warm welcoming environment, a place you can swing in for a visit anytime. We certainly do not want that to change but, given today’s climate we must make some adjustments.


With the upcoming tax season just around the corner the volume of foot traffic increases tremendously, our goal is to keep staff and clients safe, along with creating efficiencies. As much as we miss seeing and interacting with our clients under normal conditions, limiting face to face contact is paramount in mitigating the spread of the virus. Therefore, we are implementing a “contactless drop off”, with the goal of limiting person to person contact.


How it will work:       We will work with our clients/prospects (via phone or email) on the best way to get documents to us. Options include: mailing the documents and checklists, securely email the documents and checklists, drop off at our office at designated drop table, or drop off in our exterior drop slot.


Communication while working on the return:      While we work on your returns and questions arise, we will communicate via email, text, or by phone.


Communication when the return is done:      We will reach out to you when the return is complete and figure the most efficient way to get the completed documents back to you along with obtaining the appropriate signatures. That could either be through the mail, digital copy of the return, or a distanced pickup at the office (outside or inside based on the weather/circumstance).

We thank you for bearing with us during this transition. It will undoubtedly have its hiccups but given the circumstances it is the best way during these times.


Our rates, forms & checklists, and engagement letter are available on our website www.therockwoodagency.com. Feel free to contact us if you have any questions @ 802-230-4100.


Thank you,


The Rockwood Agency Tax Team (Kabray, Idella, Collin, Denise, Adi, and Lindsay)

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Here a few things that differentiate us from our competition:


We are not a big chain!!! Therefore we believe in quality over quantity. Our goal is to provide great service and deliver a great result. We want you to come back year after year so we work hard to make your experience a good one.


We generally do not prepare your return while you wait. For some people that is not a benefit. Our reason for not doing so is simple. We want to give your return the attention it deserves!!!! It gives us an opportunity to look over your documents, formulate ideas, and ask additional questions that can lead to additional deductions. It also gives a better feel for your return so that we take a long term approach to filing your return.


Timeliness. Because you are trusting us with your documents we will work hard to get you return finalized in a timely fashion. When your drop off your return we look to schedule a date to pick-up your documents. Because there are varying degrees of complexity when dealing with returns as well as questions that may require research on our client’s part we work diligently to finish your return as promptly as possible.


Competitive pricing! We are have called our competitors and know that most of them will not quote you a price without seeing your documents. So you really do not have a good idea on what you will be charged until it is too late. The Rockwood Agency offers a base rate that is the lowest in the area and lower than the national average. We also offer a discount program for additional savings. In the event that your return is more complex than the norm (multiple businesses, rental properties, additional forms, navigating the affordable care act, complicated situations, etc.) we will be upfront about additional charges that may occur. 

BELOW ARE 2020 TAX SEASON DOCUMENTS FOR YOU TO DOWNLOAD BEFORE YOU COME IN!

Personal Info Questionnaire

2020  Tax  Rates

Letter Of Engagement

*2020 Tax Fact Sheet*

Business Income & Deduction Checklist

Business Auto Deduction Checklist

Business Home Office Deduction Checklist

Rental Property Income & Deduction Checklist

PLEASE FILL OUT THE FORM BELOW OR GIVE US A CALL AT (802) 230-4100 TO BEGIN THE PROCESS OF FILING YOUR TAX RETURN!

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