Services
Monthly & Quarterly AccountingTax Planning Services
Customized Financial Reports & Bookkeeping Assistance
Other Accounting Services
We provide accounting services at various levels: from installation, training and implementation of your own in-house accounting systems to outsourcing your bookkeeping, accounting, and financial reporting functions. Click on the topics listed below to obtain detail regarding the accounting services we provide:
Monthly & Quarterly Accounting
- Financial Statements - Compilations & Reviews
- Payroll Processing
- Accounts payable Processing
- Cash Receipt Processing
- Year End 1099s and W-2s
- Trust Accounting
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Proper planning saves time and money
Corporate Tax Returns and Smart Tax Planning
Dennis F. Rose & Associates has a highly skilled tax department ready to do all the work needed to file your individual, corporate, partnership, estate and trust tax returns. The tax department also provides smart tax planning to keep your taxes minimized.
Managing taxes is a critical part of an effective business strategy. Minimizing your company's overall tax rate is essential to achieving performance objectives today.
Dennis F. Rose & Associates tax professionals use the latest tax strategies to maximize the benefit to you.
Dennis F. Rose & Associates provides tax planning, tax return preparation, and IRS representation services for individuals, businesses, trusts, and estates.
Tax Planning Services
- Determining optimum form of organization including Limited Liability Company, Partnership, S or C Corporation
- Advising clients of tax matters that specifically impact their operational practices
- Evaluating the effects of tax law changes and clearly communicating them to clients
- Researching the tax ramifications of proposed transactions and obtaining IRS rulings if necessary
- Planning for growth and expansion efforts, such as mergers and acquisitions, partnerships, business ventures and -real estate- transactions
- Evaluating benefit plan options to determine the best way to meet cash needs at the time of retirement
- Structuring personal affairs to reduce or defer taxes
- Estate, trust and gift tax planning to reduce estate and inheritance taxes, as well as administration expenses.
Customized Financial Reports and Bookkeeping Assistance
Our goal is to help your business grow using financial reports customized to your needs. Financial reports should be a fast and accurate way for you to get feedback on the financial status of your business. This is the first step toward efficient management. We meet your accounting needs from basic bookkeeping to more complex financial needs.
As your business prospers, your accounting needs will change. For example, you may need more control over your assets and income. We offer you advanced bookkeeping assistance during the development of your business or a "traveling controller" to supervise your in-house operations. We also design charts of accounts customized to your needs.
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We also provide bookkeeping and payroll services for those clients who choose not to have an in¬house bookkeeper. This may include general ledger activity, maintaining depreciation schedules, preparing payroll, W-2s, or calculating monthly and quarterly payroll and sales tax returns. * QuickBooks is a registered trademark of Intuit Inc.
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