Personalized Advice When You Need It
Achieving specific business and personal financial goals requires strategic planning, tactical know-how, and a commitment to excellence. When you work with Adam Rosenberg & Co., you receive just that. We’re dedicated to taking a proactive, hands-on and personalized approach to assess your current situation and create a plan to make your financial dreams a reality.
Tax Season & Beyond
In addition to preparing your personal and business tax returns, take advantage of our tax-related financial advisory expertise, including:
- Income tax planning and projections
- Advanced tax strategies including tax minimization
- Retirement plan options & implementation
- Stock option and restricted stock planning
- 1031 Tax-deferred exchange calculations
- COVID-19 Related Accounting Services
Accounting, Payroll & Tax Compliance
Growing a successful business means focusing on what you do best. Delegate your accounting support and payroll processing to us. You remain in control while we handle your routine bookkeeping. Need extra finance-related support? We also offer:
- Accounting management
- QuickBooks training
- Payroll support & filing
- Sales tax support & filing
- 1099 and W-2 preparation
- Cash flow management analysis
- Financial statements preparation
- Annual state & local business filings
- Corporate minutes
Business Operations & Analytics
Often in small- and medium-sized businesses, strategic analyses are pushed aside in order to meet the day-to-day demands of running a business. Adam R. Rosenberg & Company can supplement your internal resources with these business operations and analytics services:
- Profit improvement, revenue growth, cash flow & business performance analyses
- CFO and Controller services
- Business formation and entity selection
- Business expansion planning
- Capital improvement planning
Wealth Advisory
As you accumulate wealth and plan for retirement, regular financial reviews are crucial. We can help you with:
- Estate & gift planning
- Financial plan review
- Asset protection
- Buying & selling real estate
- Business succession planning
On-Call Advisory Services
Should you lease or purchase a company vehicle? Is an S-Corporation or Limited Liability Corporation the best structure for your business? Should you create a SEP or other type of business-funded retirement account? These are just some of the questions we can answer for you. Benefit from our 30+ years of experience to get the answers to what you need exactly when you need them.
