Stephen G Rosen CPA LLC
About
I am a CPA licensed in Florida and NY. My growing practice has had many positive reviews. We offer tax and accounting services for businesses and individuals. We have extensive experience with established companies and consulting clients on how to start-up their business. My clients appreciate my attentiveness to their business goals and compliance with taxing authorities.
Progressive tax planning helps clients save their tax dollars and 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.
New clients who come to me with unpaid liabilities are assured that I will handle their problems and keep IRS off their backs.
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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Frequently asked questions
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.