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RM Financial & Tax Advisors, APC
Santa Clarita, CA
Accounting
RM Financial & Tax Advisors is a boutique CPA firm offering advisory-first tax planning and strategy. They serve content creators, media businesses, and stock-compensated professionals remotely, year-round, with a focus on proactive financial decisions. The firm emphasizes direct CPA interaction and deep understanding of irregular income and equity compensation.
★★★★★ 5.0 (5 reviews)
5 Reviews
★★★★★
Tax time isn't always something people look forward to all things considered. Ruben at RM Financial & Tax Advisors has made doing our taxes seamless and most of all painless. Finding trust worthy individuals who ask the right questions for the right reasons are very hard to come by. My wife and I have and will continue to place our trust in Ruben for any and all of our tax needs. Anything financial and tax related, Ruben can and will answer all your questions and will help you as best he possibly can. Highly recommend!
Anthony Hernandez  ·  Jun 13, 2026  ·  Google
★★★★★
Ruben is a consummate professional who has helped me navigate multiple equity based compensation packages from years of working with startups. I can’t recommend him and his team enough.
James Rice  ·  Feb 26, 2026  ·  Google
★★★★★
I’ve worked with RM Financial & Tax Advisors for both tax preparation and ongoing planning, and the experience has been consistently professional and organized. Communication is clear, deadlines are met, and I feel confident everything is handled correctly.
Erikka Skinner  ·  Feb 22, 2026  ·  Google
★★★★★
My experience with RM Financial & Tax Advisors has been fantastic. They are professional, honest, and always go above and beyond to help. If you are looking for an accountant who takes the time to understand your or your business needs, this is the place to go! I will be turning all my friends and family to these guys. They're gooooood!!!
Omar Pizana  ·  Oct 7, 2025  ·  Google
★★★★★
Ruben has assisted me the last 2 years with tax planning as i have some unique tax situations that i had no idea how to plan for. He was very responsive & informative. He answered all my questions and even provided me with several options that i hadn't even considered or been aware of. He was patient with my lack of knowledge & understanding of the process. I would and have recommended him to others.
Noel Wiland  ·  Sep 9, 2025  ·  Google

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