Our firm offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Ross, Rosenthal & Company, LLP develops relationships with clients that go beyond the numbers.
Our analysis often reveals new opportunities and alternative courses of action to meet a client's objectives.
Whether our client's business is just getting started, or is successful and well-established, our approach remains the same. After we identify problems and opportunities, we bring our collective expertise to develop and implement effective strategies.
When our clients must make major business decisions, such as locating and securing capital, or are considering mergers, acquisitions, or divestitures, they rely on our counsel to be insightful and expeditious.
- Strategic planning
- Acquisition and divestiture representation
- Succession planning for family-owned businesses
- Design and implementation of accounting systems
- Employee benefit plan design
- Business valuations
- Executive search services
- Compliance with government regulations
Ross Rosenthal & Company LLP provides experienced litigation services, both as consultants and expert witnesses.
Our overall business expertise results in our retention in litigation support engagements.
We can provide analysis of an opposing expert's work and make recommendations on case strategies in financial matters. We provide expert witness in areas that include proof of business facts, computation of damages, and explanation in areas such as tax law and cost accounting.
As aides to counsel, our contributions have been significant in stockholder disputes, matrimonial actions, and other business and personal litigation which requires financial analysis.
- Expert witness
- Advocate for litigant's position in the formulation of case strategy
- Discovery assistance
- Computation of damages
- Business valuations
- Prenuptial planning
- Matrimonial disputes
- Contract disputes
- Forensic accounting
Personal Financial Planning
Ross, Rosenthal & Company, LLP's process begins by identifying specific goals.
We assemble a team of legal, investment, and insurance professionals to develop a plan to achieve our client's goals. Throughout the process, our independence provides a foundation for unbiased recommendations and analysis of alternative courses of action.
We have served as trusted advisors throughout the long-term, multi-generational planning process of our clients. Planning to fund the education of a young child. Ensuring that the retirement dreams of a professional couple will be fulfilled. Administering the estate of a long-time client to see his plans for his heirs fulfilled.
These are the relationships we foster every day.
- Retirement planning
- Estate planning and administration
- General investment strategies
Tax Planning and Compliance
Ross, Rosenthal & Company, LLP's approach to developing tax strategies is based on our years of experience and each client's specific needs.
A complete tax library and state-of-the-art computer systems enable us to provide tax projections and timely advice on an ongoing basis.
Before each year closes, we quantify potential tax liabilities and plan for their reduction or deferral. We assist in structuring major financial transactions to maximize after-tax returns.
Tax audits are an integral part of our government's tax system. We do our research and planning in advance to minimize the chance of an audit. Should one occur, our strategy is to control the scope of the audit. Our experience has shown that thorough preparation is the best means of expediting the audit process while minimizing its cost.
- Business and personal income tax returns
- Gift, trust, and estate tax returns
- Exempt organization returns and government reports
- International tax planning and compliance
- Retirement and employee benefit plan returns
- Structuring major financial transactions
- Representation at federal and state tax audits
Accounting and Auditing
Ross, Rosenthal, & Company, LLP provides accounting and auditing services to family businesses, entrepreneurs, and professional practices in the tri-state area.
Each client's engagement is initiated through discussions with their management team and a thorough analysis and understanding of the company's financial position and operating results.
Every client enjoys the benefits of our commitment to understand and improve the client's business. We view accounting and auditing services as an opportunity to provide advice on problems unique to the industries in which the business operates, and to assist our clients in making informed decisions.
The high caliber of our work is evident in the detailed information provided in our reports, which are respected by lenders and other third-party users.
- Compilations, reviews and audits
- Attestation services
- "Yellow Book" audits of not-for-profit organizations
- Audits of employee benefit plans
- Recommendations for improved internal controls
- Development of formats for ongoing internal reporting