Business Details
26 Years
experience
Expert Tax & Accounting Services in Takoma Park, MD
Welcome to Refund Plan Tax & Accounting, a trusted leader in financial services with over 25 years of expertise in tax preparation, payroll management, and business consulting. Founded by Raj Agarwal, CPA, our firm combines deep technical knowledge with personalized service to deliver customized solutions for businesses and individuals nationwide. We specialize in audit readiness, forensic accounting, and technology transformation, ensuring compliance and operational efficiency.Our team of certified professionals provides strategic insights in transaction advisory, risk management, and cybersecurity, safeguarding your financial future. With a commitment to excellence, we offer tailored guidance in business entity selection, valuation services, and ITIN applications, supporting clients through every stage of growth. Partner with us for precision-driven financial expertise that prioritizes your long-term success.
Services
Tax Preparation
Payroll Management
Accounting
Business Consultation
Valuation Services
ITIN Applications
Cybersecurity
Risk Compliance
Transaction Advisory
Forensic Accounting
Details
- Year established: 2000
Highlights and features
- We offer 25 years of experience in tax and accounting services.
- Our team consists of certified professionals with industry-specific expertise.
- We guarantee timely service with no unnecessary extensions.
- Privacy and data security are prioritized in all client interactions.
- Our solutions include audit readiness, cybersecurity, and transaction advisory services.
What people say
Expertise in tax planning
Timely refund processing
Professional team
Detailed compliance guidance
Services
Tax Preparation
We prepare and file federal, state, and local tax returns for individuals and businesses. Our experts stay updated on tax law changes to ensure compliance and minimize liabilities. Clients receive year-round support for tax planning and audit readiness.
Payroll Management
We handle payroll calculations, W-2/1099 processing, and tax filings for biweekly, monthly, or quarterly schedules. Our system ensures accurate employee payments and regulatory compliance with federal and state requirements.
Business Consultation
Our consultants provide entity selection guidance, cash flow management, and succession planning. We help businesses optimize operations, reduce costs, and navigate complex financial decisions with strategic expertise.
Cybersecurity Services
We offer risk assessments, vulnerability management, and incident response solutions. Our cybersecurity team implements compliance programs and virtual CISO support to protect sensitive financial and client data.
Valuation Services
We provide purchase price allocations, 409A valuations, and litigation support for economic damages. Our experts ensure accurate financial reporting and compliance with regulatory standards for mergers and acquisitions.
People
Raj Agarwal
President & CEO
CPA with 25+ years of experience in tax, accounting, and financial advisory. Leads Refund Plan with a focus on client-centric solutions and strategic growth initiatives.
Chirag Arora
Chief Information Security Officer
Cybersecurity expert specializing in data privacy, risk management, and compliance programs. Ensures robust protection of client information and IT infrastructure.
Gabriela Paz
Senior Tax Consultant
Specializes in individual and business tax planning with expertise in cross-border tax compliance and audit support for high-net-worth clients.
Questions
What tax services do you offer?
We prepare individual, corporate, and partnership tax returns, including audit support and year-round tax planning for compliance and liability reduction.
How can I check my tax refund status?
Use our online tools to check federal or state refund status. Have your tax return documents ready and wait 24 hours after e-filing.
Do you provide payroll services for growing businesses?
Yes, we manage payroll processing, tax filings, and system implementation for businesses of all sizes with biweekly, monthly, or quarterly schedules.
Are your consultants certified professionals?
Our team includes CPAs, cybersecurity specialists, and financial experts with 20-25 years of industry experience across tax, accounting, and advisory services.
What cybersecurity solutions do you offer?
We provide risk assessments, compliance programs, incident response plans, and virtual CISO services to protect financial data and meet regulatory requirements.
