High Touch & Paper-Less
Even before the Covid-19 pandemic, the ARR team adapted all our accounting and business processes to a secure paper-less experience. When you work with us, we’ll begin gathering important information about you and your financial goals. Most of our meetings will occur via phone and Zoom, making sure you receive the help you need when you need it. To keep things organized, all documentation will be shared via our secure system, SmartVault.
Adam R. Rosenberg & Company, CPAs is dedicated to providing the highest level of service to our clients. For your convenience, we accept online payments online via credit or debit card.
Protecting your privacy is a top priority. To make it easy for you to exchange, store, and access your tax and accounting-related data, we use SmartVault. It’s a secure, password-protected portal that you can access from anywhere at any time.
When you become an Adam R. Rosenberg & Company client, we’ll send you information on setting up your SmartVault account. We encourage you to use this secure portal to send us documents, receipts, and even QuickBook files.