The firm prepares financial statements on both the
cash basis and the income tax basis in addition to in
accordance with Generally Accepted Accounting Principles (GAAP)
for use by banks, investors, and other third parties. Our firm
will also prepare custom financial reports for internal,
The firm will provide business planning services for both
businesses and individuals needing either financing for their
startup or existing business or for an operating guide to
provide for business growth. Services include writing,
reviewing or editing the narrative, preparing and compiling
financial projections, and selecting appropriate
supporting documents for the plan or loan package. The firm
will assist in contacting potential sources of financing and
will work with you to obtain the desired capital.
The firm provides bookkeeping services, including general
journal and subsidiary ledger maintenance, bank statement
reconciliation, and receivables and payables tracking and
Cash Flow & Budgeting Analysis
The firm offers cash flow and budgeting analyses that can
help you minimize cost overruns, lost purchase discounts, and
Mr. Rosenberg has testified as an expert witness. The firm is
available to review business records to
uncover financial irregularities.
The firm offers a full range of tax planning and compliance
services, and will work with you throughout the year if
necessary in order to minimize your total tax burden. The
firm also prepares all federal, state and local tax returns for
individuals and businesses. If you are audited, the firm will
represent you before the Internal Revenue Service and the State
Division of Taxation.
The firm continuously monitors federal, state, and local tax
law changes to allow its clients to minimize current and future
tax liabilities. While taxes can be monitored all during the
year, some individuals and businesses obtain a year-end review
to find out what their expected tax liability might be. They
then have the opportunity to implement strategies before
year-end to reduce taxes.
The firm offers payroll preparation and payroll tax
reporting services, including calculation of withholding for
bonuses, and tax deposit requirements..
Sales Tax Services
The firm prepares all sales tax filings and offers full sales
tax audit representation.
Estate, Gift and Trust Tax Return Preparation and
The firm provides preparation of federal and state estate,
gift, and trust tax returns. The firm also provides tax
planning in order to minimize the impact of estate, gift, trust
and individual taxes.
Accounting Software Selection &
Need help with accounting software selection and
implementation? Our firm will help you select the software
that's right for you and will teach you how to use it
Mr. Rosenberg is a Certified Quickbooks Advisor.
Buying & Selling a Business
Mr. Rosenberg offers four times a year a class on Buying a
Business. These classes are held at County College of Morris
and Sussex County Community College. Please check the
continuing education catalogues of those colleges for the exact
dates and times of the classes. Classes are dependent upon
The firm advises prospective business purchasers about
local market conditions, industry trends, and the financial
condition of an acquisition candidate. If you are selling a
business, the firm can offer advice for obtaining the
best possible sales price and contract payout terms..
Our company offers a wide range of business consulting services
to help you improve business operations, boost efficiency, and
increase the bottom line.