Adam R. Rosenberg & Company, CPAs

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.

In addition to preparing your personal and business tax returns, take advantage of our tax-related financial advisory expertise, including: Income tax planning and projections Advanced tax strategies including tax minimization Retirement plan options & implementation Stock option and restricted stock planning 1031 Tax-deferred exchange calculations 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 Profit improvement, revenue growth, cash flow & business performance analyses CFO and Controller services Business formation and entity selection Business expansion planning Capital improvement planning Estate & gift planning Financial plan review Asset protection Buying & selling real estate Business succession planning

I have worked in the accounting industry for over a decade, providing bookkeeping, payroll, sales tax, tax preparation, and tax planning services. Transactional tax preparation is not my cup of tea. I prefer to supporting my clients throughout the year, so that they don't see me as just their tax preparer, but as a partner in their company.