Our firm provides a wide range of services to individuals and closely held businesses in a variety of industries. We strive to meet each client's specific needs and help them plan for the future to achieve their goals in an ever changing economic and regulatory environment. We have listed some of the services we provide along with a brief description of each. The list is not all-inclusive, so please feel free to inquire about a service if it is not listed. If our office does not provide the service you are looking for, we can refer you to a qualified professional.
Helene Roth, CPA offers a full range of tax return preparation services for individuals, businesses and fiduciaries. We take a proactive approach and guide our clients through the tax planning process with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Tax Return Preparation
•LLCs / LLPs
•Trusts, Estates and Gifts
Tax Planning and Projections
Analysis of the Tax Consequences of Transactions and Comparison of Alternatives
IRS, State and Local Tax Authority Representation
Resolution of Tax Issues with Governmental Authorities
From start-ups to established enterprises, businesses rely on accurate and well organized financial information to ensure the efficiency of business operations, maintain profitability and capitalize on new opportunities. Helene Roth, CPA can help you achieve these goals with accurate record-keeping and reporting as well as support on financial issues.
These services include but are not limited to:
General ledger and financial statement preparation
Bookkeeping (Monthly, quarterly, or annual)
Accounting system setup and support
Cash flow budgeting and forecasting
Personal financial statements
Employee benefit and profit-sharing plans
We can set up financial reports for your review, to streamline your business and guide you in making financial decisions, planning, and evaluating performance.
At Helene Roth, CPA, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.
These services include but are not limited to:
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Financial projections and forecasts
- Debt and finances advising
- Transaction structuring and negotiations
- Business succession
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Helene Roth, CPA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Using Trusts and Limited Partnerships to Reduce Estate Taxes
Review and Analysis of Wills, Trusts and Other Legal Documents
Education Funding, Insurance Planning, Asset Protection
Trust and Estate Accounting
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Helene Roth, CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your business, and your personal life.
Quickbooks and other Software Support
Assist with Installation, Accounting System Setup, Maintenance, and Troubleshooting
Chart of Accounts, Vendors, Employees and Payroll, Transaction Reporting
Compilation of Financial Statements and Reports, Management Reports and Regulatory Agency reporting
Training and Support for Accounting Staff
Budgets, Cash Flow Analysis and Projections
Business Succession Planning
On Call CFO or Controller
Secretary of State Registration, Statement of Information Filing
Manage all aspects of business and personal finances
Pay bills, meet with bankers, investment professionals, lenders, etc,
Prepare financial reports
Review proposals and contracts, negotiate transactions
Monitor cash flow