ROSEN, VALENTE & WILLHAUS

All of the services shown below are usually supplied on a direct partner to client basis. In most cases you will be dealing one on one with either Peter Valente or Wayne Willhaus. We have kept the description of each service brief. If you would like more information on the procedures that go into supplying any of these services, please contact us.

Tax services:

Preparation of all types of federal and state income tax returns: individual, partnership, corporate, estate & trust, and non-profit. Preparation of payroll checks and of all federal and state payroll tax forms and schedules needed to keep your payroll in compliance with the IRS and your state tax authority.

Estate and gift tax returns for IRS and all states.

Estate and gift tax planning for individuals.

Tax planning for individuals and their closely held corporations and partnerships.

Multistate tax planning and filing for you and/or your business.

Accounting Services:

Basic bookkeeping and write-up: This is the service we supply to convert your basic financial information into financial statement data and tax return data which can be used to create tax returns and financial statements.

Compilation: This service converts your basic financial data into financial statements for the type of business in which you are engaged.

Review: This service adds a degree of assurance to your financial statements and assertions.

Audit: This service adds the highest degree of assurance to you financial statements and assertions.

Advisory Services:

Initial business plans for start-ups and new or revised plans for established businesses.

Budgets and forecasting of sales and associated expenses.

Selection of legal entity for new business and changes of entity for established business.

Computer accounting software advice, installation and training.

Registration with tax authorities.

Personal financial planning for retirement of estate succession.

tax, accounting, financial and other helpful web sites.