Rothenberg & Peters

Turning Vision Into Value

Accountant in Great Neck, NY (show on map)

Full-service Certified Public Accounting firm licensed in NY, offering personal and business financial planning, tax preparation, and advisory services.

Call (516) 773-3200

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About

Rothenberg & Peters, PLLC is a full-service Certified Public Accounting firm licensed in NY. All our CPA's hold valid NY State CPA Certificates.

We strive to provide the best possible service for our clients. Please leave a review to let us know how we are doing and to share your experience with others. Rothenberg & Peters, PLLC offers services for business owners, executives & individuals wherever they may be. We provide personal financial planning, retirement planning, estate planning, small business accounting, bookkeeping services, audits, business advisory services, succession planning, new business formation, non-profit organizations, litigation support, individual tax preparation, tax preparation for businesses, tax planning, estate & trust tax services, tax relief, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plan, offer in compromise, bankruptcy, innocent spouse relief, and get your IRS file. Our specialized knowledge has helped many professionals thrive, including construction, dental and medical professionals, landscaping, law firms, manufacturers, and real estate industries.

Full-service Certified Public Accounting firm

Experience with closely held entities and high net worth individuals

Affordable and friendly service

Expertise in IRS issues and tax relief

Services

Personal Financial Planning

One-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Risk management Performance improvement Wealth growth and longevity

Retirement Planning

Plan ahead now to reap the benefits later, ensuring a comfortable retirement.

Future income estimation Investment strategy guidance Tax optimization

Estate Planning

Assist through every step of the estate planning process, minimizing hassles and red tape.

Will and trust preparation Tax minimization strategies Asset protection

Small Business Accounting

Accounting solutions for small businesses to manage finances effectively.

Bookkeeping Financial statement preparation Tax compliance

Bookkeeping Services

Accurate and timely bookkeeping to keep your business finances organized.

Transaction recording Bank reconciliation Financial reporting

Audits - Reviews - Compilations

Professional financial statement audits, reviews, and compilations to ensure accuracy and compliance.

Independent examination Risk assessment Compliance verification

Credentials & Certifications

Certified Public Accountant (CPA)

Since Over 40 years

Member of AICPA

Member of NYSSCPA

Member of NCCPAP

Frequently Asked Questions

What is the difference between an audit, review, and compilation? +

An audit provides the highest level of assurance, a review offers limited assurance, and a compilation provides no assurance but presents financial information in the form of financial statements.

How can Rothenberg & Peters help with IRS audit representation? +

Rothenberg & Peters provides professional representation during IRS audits, ensuring client interests are protected and helping to achieve a satisfactory resolution.

What industries does Rothenberg & Peters serve? +

Rothenberg & Peters serves a variety of industries including construction, dental and medical professionals, landscaping, law firms, manufacturers, and real estate.

What is an Offer in Compromise? +

An Offer in Compromise is a negotiation with the IRS to settle tax liabilities for less than the full amount owed, based on the taxpayer's ability to pay.

How does personal financial planning work? +

Personal financial planning involves one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

What is the role of a CPA in estate planning? +

A CPA assists in estate planning by evaluating current financial situations, preparing wills and trusts, and developing tax minimization strategies to preserve wealth for future generations.