Bruce A Rosen CPA

Your financial future close at hand!

Certified public accountant in Centerport, NY (show on map)

Boutique full-service CPA firm serving closely held businesses and individuals since 1989.

About

Bruce A. Rosen, CPA, P.C. is a boutique full service CPA firm located in Centerport, New York, catering to closely held businesses and individuals.

Since 1989, we have served our long-term base of family owned, private companies and individuals with the traditional audit, accounting and tax services, as well as a wide variety of business consulting services. Our specialty areas include, but not limited to: real estate syndications, high net worth individuals, family foundations, non-profit organizations, professional practices, and estate planning. Our mission is to be our clients’ most trusted business advisor. We work closely with our clients’ attorney, investment advisor and insurance agent to deliver the best advice possible through using a team approach. Our IT department continues to embrace the latest in technology. Through our secure client portal, clients can securely exchange information directly with our firm 24/7. Additionally, for our long distance clients, we offer video conferencing and remote assistance. Bruce A. Rosen, CPA, P.C. will keep your financial future close at hand.

Boutique full-service CPA firm

Specialization in real estate syndications and estate planning

Secure client portal with 24/7 access

Team approach involving attorneys, investment advisors, and insurance agents

Services

Accounting Software Selection

Assistance in choosing appropriate accounting software for clients.

Software evaluation Implementation support Training

Bookkeeping

Comprehensive bookkeeping services for businesses.

Daily transactions recording Reconciliation Financial reporting

Audit, Review and Compilation Services

Providing audit, review, and compilation services for financial statements.

Independent examination Compilation of financial statements Nonprofit audits

Advisory Services

Management consultation and business planning services.

Budgeting Forecasts Cash flow analysis Succession planning

Tax Services

Comprehensive tax preparation and planning services.

Entity selection Income tax returns Payroll tax Sales tax Estate and gift planning

Estate, Trust and Retirement Planning

Estate and trust planning, retirement plan evaluation, and college funding planning.

Estate planning Gift tax returns Charitable trusts Pension plan evaluation

Credentials & Certifications

CPA

Since 1989

New York State Society of Certified Public Accountants membership

National Conference of CPA Practitioners membership

National Society of Accountants membership

Frequently Asked Questions

How long should I keep my tax records? +

Federal law requires keeping copies of tax returns and supporting documents for three years. For significant underreported income (25% or more) or suspected fraud, the IRS may audit up to six years. It's advisable to keep records indefinitely for important documents like audit reports, cancelled checks, and retirement records.

What services does Bruce A. Rosen, CPA, P.C. offer? +

The firm provides accounting software selection, bookkeeping, audit, review, and compilation services, advisory services (management consultation, business succession planning, budgeting, cash flow analysis), tax services (entity selection, income tax returns, payroll tax, sales tax, estate and gift planning), and estate, trust, and retirement planning (estate planning, gift tax returns, charitable trusts, pension plan evaluation).

How can I contact the firm? +

You can reach the firm by phone at 631-754-1600, fax at 631-754-4370, or email via [email protected], [email protected], [email protected], [email protected], [email protected], or [email protected]. The physical address is 7 Cobblestone Court, Centerport, NY 11721.