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Services

Berman, Sosman & Rosenzweig, CPAs, PLLC provides a wide range of services to individuals and businesses in a variety of industries. At Berman, Sosman & Rosenzweig, CPAs, PLLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Financial Planning Services

Our full service enables us to provide comprehensive financial planning to our clients. We assist our clients in planning for their future by setting financial goals, determine available resources, and creating the framework for reaching those goals. A financial plan starts at the creation of a business and is periodically reviewed and modified to address the needs for expansion, succession, and possible disposition of the business. Some of the key areas of any financial plan is the creation of retirement plans, evaluating insurance coverage, setting up family limited partnerships and proper estate and trust planning. In creating a proper financial plan, we may consult with outside expert professionals. This team approach helps us address those areas of the plan which are better serviced by those professionals.

Tax Planning and Return Preparation Services

Our firm's reputation was built upon the tax advice provided to individual and corporate clients. Our tax planning is year round and begins with our initial meeting and is modified to achieve the lowest tax impact and maximum tax benefit to our clients during their life and even after their death.

Accounting and Auditing Services

Our relationships with most of our clients commences with the requirements of having some level of financial reporting whether compilation, review or certified audits. It is during our initial engagement, which is performed by the engagement partner, where we gain an understanding of our clients' business. Our accounting procedures enable us to have a complete understanding of the business that we are reporting on.

Having gained the necessary understanding of our clients' business, we are able to develop strategic corporate plans tailored specifically for each client. Our involvement can range from basic bookkeeping and tax compliance to the development of financial forecasts which identify corporate strategy and financial requirements. With our firm understanding of our client, we assist our clients in securing properly planned and structured credit facilities.

Quickbooks Services

Our professional staff have been training Quickbooks software for many years. We can assist you by setting-up and training you to get the most out of your Quickbooks software. This will save you time and money and increase your productivity. Remember the correct set up of Quickbooks software will help you to avoid running into problems in the future. For existing users, we have the experience to cleanup and straighten-out any existing Quickbooks software data file you may be using.

Our hands on experience with our clients' operations allows us the opportunity to assess the cost of benefit of recommending and implementing other computer software.

Litigation Support Services

In today's legal environment, many court cases involve complex business, financial, and tax issues. Our firm works closely with attorneys as advisors to assure that the financial information is properly analyzed and evaluated so the attorneys are well prepared to represent the client. In providing attorneys with litigation support in many matrimonial cases, we have provided the following services; asset and liability verification, asset valuation, and attestation of income and expenses. We have also been called upon to provide expert testimony and these cases..


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