Our clients receive incomparable, personalized, quality service.
Accurate and timely accounting information is a necessity for any successful business.
Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation on a temporary or on-going basis.
Rottman, Kingston & Neuvirth, P.C. offers a wide variety of tax advisory and tax return preparation services designed to help meet your tax obligations in a timely, professional manner. We can help you minimize your tax burden and save precious dollars through expert analysis and strategizing.
The professionals in our firm have extensive knowledge, experience, and expertise in a wide variety of tax matters and return preparation ranging from the routine to the highly complicated.
Our Services
Tax Planning
Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Business Analysis
ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.
Small Business Accounting
Our experienced staff and certified advisors offering training, assistance with accounting and bookkeeping, and practical reporting solutions.
Tax Reporting and Assurance
Whatever it is, the way you tell your story online can make all the difference.
Tax Planning
We understand that the proper preparation of any tax return requires a mastery of the complex web of laws, regulations, IRS rulings/pronouncements, and court rulings that make up our tax system.
As seasoned tax professionals, we provide the proper level of analysis and authoritative review that your particular tax situation demands. Whether it involves individual, trust, estate, business or foreign tax matters, our goal is to provide an unparalleled level of service that is tailored to your specific needs and concerns.
We may also assist with entity selection, working with third party advisors by providing our tax expertise as it pertains to investments, succession planning, estate and trust planning
Individual Tax Services
We specialize in preparing your taxes quickly and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. We file will file your returns electronically to the IRS and state tax boards to speed the refund process.
Business Tax Services
Our firm has a long history of helping small to mid-sized businesses with their tax planning and compliance service needs. We provide specialized tax planning and preparation services for Sole Proprietors, Limited Liability Companies (LLC), corporations and partnerships. Our industry knowledge includes construction and real estate development, law firms, medical professionals, technology services, to name a few. Whatever business you are in, our firm is committed to helping your business to both minimize and meet its tax obligations.
Estate & Trust Tax Services
Our firm provides preparation of federal and state estate, gift, and trust tax returns. We will work closely with your legal counsel to ensure all estate, gift and trust income tax planning issues are addressed and all required tax returns are filed.
If you are the family member who is responsible for administering the estate of a loved one, it can be an overwhelming job. There are multiple returns to file, tax elections to make, and deadlines to meet, all while you are grieving for your loved one.
Our office can provide the knowledge, support, and services you need to make this burden much easier for you and your family. With our extensive estate and trust experience, we can guide you through the process, help you minimize your taxes, and advise you in your role as executor.
Business Analysis
Financial management is crucial to the success of any business. Rottman, Kingston & Neuvirth can help you rethink your business strategy and plan which can help your business live up to its true potential. We are always ready to communicate critical financial advice with the goal of allowing you to make the best decisions on how to run your business.
Our business and financial consulting services include:
Business planning
Cash flow analysis
Financial projections and planning
Management and operations review
Evaluation of internal controls
Process improvement solutions
Debt analysis
Financial planning
Entity formation
Cost segregation depreciation and tax reports
Research and Development tax credit analysis and tax reporting
Section 179 D analysis and tax reporting
Small Business Accounting
Bookkeeping & Write Up Services
Bookkeeping without a business accounting background can produce inaccurate results. However, most business owners don’t set out intending to become an accountant. Let our team take over the accounting chore and free up time to do whatever you do best for your business. We can organize your income and expenditure records and produce accurate reports, so you have all the facts you need, in a comprehensive format, whenever you need them. Our write up services allow you to leave the data entry, bank reconciliations, depreciation and amortization schedules to us while you focus on what you do best, grow your business! We are committed to providing you financial information that is accurate and timely. Depending on your preference, these services may be performed monthly, quarterly or annually. Additionally, we can prepare your payroll, quarterly payroll tax returns, year-end W-2 and 1099 forms, sales/use tax returns, personal property tax as well as workers compensation forms.
Quickbooks Set Up and Training
Our experienced staff and certified advisors offering training, assistance with accounting and bookkeeping, and practical reporting solutions
Ask how our Quickbooks Pro Advisors can assist you in setting up your accounting system as well as provide you with ongoing support.
Financial Reporting and Assurance
Personal Financial Statements
Personal financial statements present the assets, liabilities, and net worth of an individual. These statements may be required by banks, or bonding companies. We can prepare your personal financial statement in an efficient and cost-effective manner.
Financial Statement Reviews and Compilations
Compiled financial statements are prepared using your financial information and do not provide any assurance to the user. Compiled financial statements are needed for a wide variety of reasons.
Reviewed financial statements consist primarily of inquiry and analytical procedures and provide limited assurance to the user. Many lending institutions and bonding companies require reviewed financial statements.
Projections & Forecasts
Projections are prospective financial statements that present, to the best of the responsible party’s knowledge and belief, given one or more hypothetical assumptions, an entity’s expected financial position, results of operations, and cash flows. Forecasts are prospective financial statements that present, to the best of the responsible party’s knowledge and belief, an entity’s expected financial position, results of operations and cash flows.