Rosen & Federico

Accountant in Woodbury, NY (show on map)

Rosen & Federico offers comprehensive accounting, tax, and financial planning services for individuals and businesses.

About

Rosen & Federico, Certified Public Accountants, has grown exponentially over the past 20 years through client referrals. The firm is committed to professionalism, responsiveness, and quality of service, offering a broad range of services including personal financial planning, estate planning, elder care, business accounting, QuickBooks services, tax preparation, forensic accounting, and more.

The firm's reputation for quality service reflects high standards demanded of themselves, with a focus on client-centric solutions and proactive financial planning.

Professionalism

Responsiveness

Quality of service

Personalized attention

Comprehensive financial planning

Specialized tax and forensic accounting services

Services

Personal Financial Planning

One-on-one guidance and comprehensive financial plan to manage risk, improve performance, and ensure growth and longevity of wealth.

Retirement planning College savings planning Disability protection Investment goal achievement Legacy planning

Estate Planning

Services to plan for the management and distribution of assets after death, including wills, trusts, and tax minimization strategies.

Will and trust preparation Health care and power of attorney documents Tax minimization strategies Probate avoidance Legacy preservation

Business Accounting

Accounting services tailored for businesses, including bookkeeping, financial analysis, and CFO services.

Business accounting Performance analysis Part-time CFO services New business formation Bank financing Cash flow management

QuickBooks Services

Comprehensive QuickBooks setup, training, support, and maintenance services.

QuickBooks setup QuickBooks training QuickAnswers support QuickBooks tips QuickTune-up maintenance

Tax Services

Comprehensive tax preparation, planning, and problem resolution for individuals and businesses.

Tax preparation Tax planning Tax problem resolution IRS audit representation Non-filed tax returns Back taxes owed Payroll tax problems IRS liens and levies IRS wage garnishment IRS seizures Offer in compromise IRS payment plan Bankruptcy Innocent spouse relief IRS file retrieval