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Services

Individual

  • Budgeting
  • Business Management for the Busy Professional - collect income and pay bills
  • Buy/Rent Decision
  • Household Employments Reporting
  • Litigation Support
  • Personal Bookkeeping
  • Personal Financial Statement Preparation for Lenders
  • Quicken/Quickbooks Set-up and Consulting
  • Representation Before Taxing Agencies
  • Review of Employee Benefits
  • Tax Planning, Preparation, Audit and Compliance

 

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Business

  • Accounting
  • Bookkeeping
  • Budgeting and Projection
  • Business Consulting and Advisory
  • Business Start-up
  • Entity Selection, Set-up and Organization
  • Financial Statements
  • Payroll Services
  • Quickbooks Set-up and Consulting
  • Record Keeping
  • Representation Before Taxing Agencies
  • Tax Planning, Preparation, Audit and Compliance

 

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Trust

  • Accounting for Court and/or Probate
  • Assist in Estate Planning
  • Beneficiary Reporting
  • Fiduciary Responsibilities
  • Representation Before Taxing Agencies
  • Tax Audit and Compliance
  • Tax Returns Preparation for Trust, Gift and Estate
  • Trust/Estate Administration
  • Trustee Guidance

 

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“The firm of Rosenfeld and Bueno has attended to all my financial needs for over ten years, and not only earned my trust, but my grateful thanks for keeping peace between the IRS and myself. I feel protected by them, and glad I do not have to second guess the state of my finances, for that is their problem and they have never failed me.”

H Lee Ray, Retired Associate
Art Linkletter Productions