Clients

Accounting is more than just numbers…

Our Clients

Adam Rosenberg & Company, CPAs assists an array of individuals and local businesses.  Our goal is to provide our clients with the highest level of customer service and satisfaction.  We serve various industries including but not limited to:

  • Small Business Owners/Operators
  • Medical Professionals
  • Real Estate Professionals
  • Legal Professionals
  • Hospitality
  • Consultants
  • Retail and Wholesale Sales
  • Athletic Trainers and Facilities
  • Educational Institutions

New Clients

Adam Rosenberg and Company, CPAs would like to welcome you as our new client.  As our new client, we will need to gather as much information as possible from you to initiate our relationship.

1.  2015 Tax Organizer – Use these forms to compile all information needed to accurately establish your client file.

2.  2015 Engagement Letter – Please sign and date this form after you have read through the engagement.

Bring all the documentation you have gathered along with the completed tax organizer and engagement letter to your appointment.

Photo Provided By Adan Properties