| Our Services

 

“Rosa, Shiffrin & Associates commits people, time and ideas to help the growth of our clients and the communities we serve”

Accounting and Audit Services

When running a small, medium or large enterprise, it’s crucial to be in control of finances so you can provide a strategic development of the company. You need all your transactions well documented and clear. Certified Public Accountants (CPAs) can help you manage payrolls, create budgets, take care of incomes, expenses and bills. Some accounting firms offer assistance in problems caused by financial fraud.

 

Bookkeeping Services

When it comes to taxes, it’s important to keep track of finances whole year long. CPAs make sure you have all your expenses and incomes justified with corresponding documentation, they help you fill in the necessary paperwork and get tax return accordingly. One of the advantages when hiring a professional accounting firm is that you can stop worrying about the constant changes in the market since they do it for you. CPAs know all the latest modifications in accounting standards and keep track of the newest IRS regulations and federal and local tax return policies.

 

Life Time Planning

Life Insurance plays a part in most estate plans. When evaluating our client’s estate plans we make sure they have sufficient coverage so their family members can maintain their current lifestyles after they are gone. For larger estates that may be subject to tax even when family trusts are used, life insurance can provide the funds needed to pay estate taxes without liquidating estate assets.

 

Management Consulting

CPAs can analyze your business’ current position, compare it with your business plan for the next couple of years, and advise you how to stay on the right track. They have an eye for changes on the market so they can advise accordingly what your next business move should be. This type of consulting helps determine the business’ value and therefore assist in the decision whether to pivot, merge or sale.

 

Retirement Planning

Retirement planning is a lifelong endeavor. Recognizing this is the first step to ensuring a financially secure future. Unfortunately, the statistics show that many of us don’t realize the necessity of planning for retirement. According to a study conducted by the U.S. Department of Commerce, only 5 percent of all Americans are financially independent at age 65.

LET’S TALK

(516) 932-7757