Services

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:

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.

Business CPA Services Start with a 30 Minute Consultation

 

“We have been a client  for a number of years and have used them to prepare our personal, business and rental property returns. We love the personal service, friendly office and the fact that they are proactive. We have used large and mid sized firms in the past and have found that Adam is much more thorough and caught many errors previously made by the larger firms. We would highly recommend this accounting firm.” 

~ Anna M. 

“I have been a client of Adams for over 10 years. The firm handles the accounting for 2 of my businesses as well as my personal return.  Over the years I have referred several people to Adam, all of them giving rave reviews to Adam and his team.”

~ Andrew N. 

“A+ Service. As a new business owner, I was a bit clueless and frustrated dealing with taxes. Rosenberg made everything simple and put me on the right path to success. Life’s good!”

~ Jessie O.