Rosen & Glaser, CPA's, PC provides a wide range of services to individuals and businesses in a variety of industries. At Rosen & Glaser, CPA's, PC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
- Tax Preparation Services
- Assurance and Advisory Services
- Estate and Trust Planning and Tax Preparation
- Entity Selection and Restructuring
- Employee Benefits, Pension, and Profit-Sharing Plans
- Financial Projections and Forecasts
Tax Preparation Services
At Rosen & Glaser, CPA's, PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research, allow us to optimize financial opportunities to be found in existing, as well as recently altered tax laws. We are knowledgeable and up to date on tax laws and can make sense of your receipts, bills and notices.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Rosen & Glaser, CPA's, PC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup
- Payroll processing
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
Assurance and Advisory Services
At Rosen & Glaser, CPA's, PC, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
- Audits, reviews, and compilations
- Entity selection and restructuring
- Financial projections and forecasts
- Business succession
Audits, Reviews, and Compilation
Rosen & Glaser, CPA's, PC's financial statement services comprise all three levels of assurance depending on your company's needs.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Rosen & Glaser, CPA's, PC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Rosen & Glaser, CPA's, PC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Rosen & Glaser, CPA's, PC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay.
Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. Rosen & Glaser, CPA's, PC can help you develop and implement your benefit, retirement, and profit-sharing plans with an eye toward reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans.
Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Rosen & Glaser, CPA's, PC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
Financial Projections and Forecasts
No one can accurately predict the future, but we can all benefit from planning for it. Rosen & Glaser, CPA's, PC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come.