Tax Preparation and Planning Services

Establishing a one-on-one and ongoing relationship between a staff member and a client is key to the Rotenberg approach to Tax Preparation and Planning Services. It allows the company to thoroughly understand a client’s tax and financial history, to maintain continuity from year to year, and to maximize the effectiveness and accuracy of the work product. With Rotenberg’s four decades of expertise and its exacting professional standards, clients can feel confident that they are taking advantage of all allowable tax advantages and deductions.

Financial and Estate Planning

Rotenberg applies the same comprehensive and custom-tailored approach to shaping Financial and Estate Planning for individual clients. Rotenberg draws from the combined expertise of bankers, lawyers, money managers and insurance agents in developing financial strategy and estate planning for individuals. Unlike financial advisors, however, accountants are compensated for services rendered rather than on a commission basis. At Rotenberg this policy insures that the client’s interests are the sole consideration in developing effective planning for long-term financial security.

Litigation Support

Rotenberg provides individuals as well as corporate clients with a complete range of support services related to litigation, including research, matrimonial evaluation determinations, and arbitration in valuation disputes.