Rosenbaum Sobel LLC          Services


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TAX SERVICES

Tax time is a stressful time of year for many individuals and businesses. Given the complexity of the ever-changing laws and the difficulty of interpreting them, you need tax advisers who not only can ensure you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all filers. We pledge not only to prepare your tax returns in the best-informed, most ethical manner possible, but also to work with you year-round as needed to plan a strategy that will minimize your total tax burden. We are qualified to prepare all federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. We continuously monitor federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing and of course, we offer full tax preparation and filing services.

Individual Taxes
We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.

Corporate Taxes

Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes we strive to improve our clients' profitability. Whether you are a large or small firm, established or start-up, we will find the best possible strategies for reducing your tax liability within the limits of the law.

Estate, Gift And Trust Tax Return Preparation and Planning

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.

With our background in estate planning we will work closely with your Attorneys and Investment Advisers in implementing and updating your Estate Plan. Estate Planning is not only about reducing your ultimate tax liability, but to also insure a smooth financial transition in difficult personal times.

Payroll and Sales Tax Services

Our firm prepares all payroll and sales tax filings and offers full payroll and sales tax audit representation.

IRS and Local Tax Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS, as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise and installment payment plans with the IRS.


ACCOUNTING SERVICES


At Rosenbaum Sobel LLC, we recognize that accurate, well-organized financial information is critical to your corporate or personal financial health. Our detail-oriented and insightful staff is committed to providing the comprehensive reports, analysis, and services you need to manage your finances and assess your financial position. We offer a broad spectrum of meaningful and cost-effective accounting and auditing services, from bookkeeping services to financial statement preparation to financial analysis to help you to manage your finances efficiently and accurately.


Financial Statements

 We can quickly compile your financial records into meaningful GAAP-compliant financial statements. Whether as the basis for important corporate decisions by a business owner or the foundation of a prospective investor’s interest, an accurate and up-to-date financial statement is critical to the success of any business. With deep experience in financial and management accounting, Rosenbaum Sobel LLC brings integrity, insight, and experience to the preparation of professional, GAAP-compliant financial statements as well as tailor-made financial analyses. As your trusted business advisor, Rosenbaum Sobel LLC can help you accurately evaluate your company’s assets, liabilities, equity, income, and expenses to assess and report on its financial health, and can assist management to identify and eliminate inefficiencies to realize an organization’s full profit potential.Our firm provides professional compilation and review services to businesses of all sizes.

Bookkeeping and Write-up

Our firm will tailor our services to provide you a cost effective system designed to provide you timely and accurate financial information. We can provide full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.  We can assist your key employees in setting up and learning how to use various accounting software packages, including QuickBooks.



FORENSIC ACCOUNTING


We work closely with South Florida's legal community to assist in litigation and dispute resolution. We can help form strategy, provide expert witness testimony and conduct forensic investigations. We have the expertise to analyze complex financial and tax information in the context of a legal dispute.
We are often called on to lend our expertise during various illegal schemes including pyramid or ponzi schemes, financial disputes between partners, estate and matrimonial disputes and partnership dissolutions. We have served as and assisted court appointed fiduciaries on many occasions.

We can assist you through troubled times and will also explore all of your options as bankruptcy is not the only option in many cases. It is possible to implement cost cutting measures and to work closely with creditors to alleviate cash flow problems. We understand that Bankruptcy is one of the most frightening words to hear when you are running a business. However, our firm will help you through the entire ordeal while guiding you through the maze of financial and tax implications that arise. We will also consult with you regarding the benefits of reorganization or the possible necessity of dissolution.

In addition to being Certified Public Accountants, several members of our team are Certified Fraud Examiners. Steven Rosenbaum is also Certified in Financial Forensics, a designation issued by the American Institute of Certified Public Accountants.

We can assist you through troubled times and will also explore all of your options as bankruptcy is not the only option in many cases. It is possible to implement cost cutting measures and to work closely with creditors to alleviative cash flow problems.


BUSINESS CONSULTING

Our goal is to help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever your needs, our experienced team of business consultants has the experience to help you grow and manage your business.

We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. We can assist you in planning for capital acquisitions, including the tax consequences and benefits. Our cash flow analysis can be a very important planning tool for companies with seasonal ebbs and flows of sales.

If you are wondering how your business will continue without you there, we can help you in business succession planning. We firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.