David J Rothfeld, CPA
Personal and professional tax and accounting services with a low-pressure approach.
About
This website exists to provide clients and potential clients with information concerning our firm and our unique, low- pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide (see Resources tab). Where’s your refund? Track your federal or state return processing here. When you are ready to learn more about what we can do for you, we encourage you to contact us. We invite you to check out our latest Newsletter to help you stay on top of the latest tax issues that can affect your tax position. And don’t forget to sign up to get the latest Newsletter edition via email.
Services
Tax Preparation and Filing
Preparation and electronic filing of personal and business tax returns.
Accounting and Bookkeeping
Comprehensive bookkeeping and financial statement preparation.
Business Consulting
Strategic advice on business expansion, sales, restructuring, and more.
Payroll Services
Compliance with federal, state, and local payroll regulations.
Sales Tax Management
Ongoing management of state and local sales tax obligations.
Estate and Trust Tax Planning
Minimization of estate taxes and smooth transition of assets.