tax prep

Count on J. Rosen Financial CPA Services Inc to provide you with sound tax consulting and preparation to ensure you:

  • Identify and implement tax-reduction strategies and methods
  • Take all eligible credits and incentives
  • Act on tax planning opportunities to realize savings

J. Rosen Financial CPA Services provides comprehensive and specialized tax services for businesses, individuals, non-profit organizations, foundations, estates, and trusts:

  • Tax Planning and Consulting - at no additional cost if we prepare your prior year tax return
  • Tax Return Preparation
    • Individual 1040 Returns
    • Business 1120, 1120S, and 1065 Returns
    • Nonprofit 990 Returns
    • Estate and Trusts 1041 Returns
  • Income Tax Planning, Issues, and Filing
  • Multi-State Income Tax Review
  • Federal and State Tax Audit Representation and Resolution
  • Cost Segregation
  • State Sales and Use Tax Returns, Reviews, and Audits
  • Payroll, Property, and Business License Tax Filing
  • IRS, FTB, SBE, and EDD Collection and Procedures
  • We will meet with you to adapt your plan to any life, business or financial changes that have occurred
  • We will continually study financial markets in order to provide you with the most substantive and current information available to keep you on track to reach your financial goals and keep your investment working for you as part of your financial plan