Stephen G Rosen CPA LLC

Stephen G Rosen CPA LLC

5.0
2 employees
22 years in business

About this pro

I am a CPA licensed in Florida and NY. I have been a Florida resident for almost four years.

My growing practice has had many positive reviews. We offer tax and accounting services for businesses and individuals.  We have extensive experience consulting start-ups and small businesses, ensuring accuracy as well as tax savings. My goal is to increase your net income and minimize your tax liability.

Progressive  tax planning helps avoid unexpected tax liabilities which result in penalties. Our client base includes individuals and small business entities in the industries/roles of construction contracting, health care practitioners, attorneys, home health services, real estate investors and management firms, web based businesses, home based businesses, and others.

As a Certified Divorce Financial Analyst (CDFA) I offer divorce financial planning, working with clients who are going through a divorce as well as directly with matrimonial attorneys.

I started my practice in 1997 after working for small to medium sized accounting firms in NYC for many years.

My experience as a tax professional results in tax savings for my clients, who I have retained for many years. New clients thank me for my suggestions and ability to offer  tax solutions. My clients thank me and prromise to come back next year, or to become regular monthly clients and that makes me feel good about my approach and the help I give. I am your tax and accounting advocate.

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Credentials

Boca Raton, FL 33432
Email verified
Phone verified

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FAQs


What is your typical process for working with a new customer?

I discuss the needs of prospective clients either by phone ofr in person. Information may be uploaded to my secure file share or brought to my office. I typically review the previous tax returns filed, assess the current need, and that is when I can quote a reasonable fee that works for client and myself.


What education and/or training do you have that relates to your work?

I am a CPA licensed in Florida and NY with over 35 years experience working in CPA firms. I started my practice in 1997. I am also licensed as a life and health insurance agent.

I am a Certified Divorce Financial Analyst (CDFA) helping people with the financial aspects of divorce. 

I have training with retirement plans, a very important part of businesses and planning for the future.


Services offered

Tax Accountants Business Tax Preparation CPA Firms Individual Tax Preparation Tax Preparation Services Accountants