Addressing the complexities of long-term personal and business tax planning, Stephen G. Rosen, CPA (561-609-2388) has announced new advisory services for clients in Lake Worth Beach, Florida.
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Stephen G. Rosen, CPA, announced the tax planning services to support taxpayers and businesses in Lake Worth Beach. The practice recommends early tax planning to account for upcoming liabilities while identifying ways to save on subsequent tax payments.
For more information see https://www.stephenrosencpa.com/
Planning remains important year-round for tax purposes, regardless of the time before the filing deadline. Rosen notes that tax planning applies to the present tax year and future years. As such, the practice now helps clients assess their financial situation before developing effective plans to minimize their projected tax liabilities.
The firm's accounting strategies are geared toward working individuals and businesses alike. Corporations, small businesses, nonprofits, and other agencies are among the clients that can and have benefited from expert tax planning advice. In addition to Lake Worth Beach, the practice serves clients in Boca Raton, Delray Beach, Boynton Beach, Deerfield Beach, and Pompano Beach.
“We have helped many people including small business owners and high net worth individuals achieve their tax objectives and personal financial goals with proactive tax planning,” says the firm.
As a tax professional with over 40 years of experience, Stephen Rosen educates and helps clients utilize tax credits and deductions to their advantage. Effective tax planning depends on a taxpayer's tax bracket and financial position. A key goal of Rosen's practice is to leverage all available information to lower taxable income wherever possible.
Stephen Rosen also advises that careful tax planning can target multiple short and long-term goals. While readying clients for the next tax year, his team focuses on financial benefits that save money and grow a taxpayer's 401(k) retirement plan.
In addition to professional tax planning, the practice performs monthly account reconciliation, tax preparation, filing, and tax resolution. Stephen G. Rosen points to the importance of stringent record-keeping ahead of potential IRS queries. Through careful planning, the firm looks to help clients maintain order in their documentation and compliance in their filed returns - leading to smoother tax correspondence outcomes.
Discussing Stephen G. Rosen, a spokesperson said: “Clients have appreciated his quick responses, personalized service, and professional demeanor - while saving tax dollars and seeing their businesses grow under his guidance.”
Interested parties in Lake Worth Beach and nearby can find further details about Stephen G. Rosen CPA at: https://www.stephenrosencpa.com/
Contact Info:
Name: Stephen Rosen
Email: Send Email
Organization: Stephen G. Rosen CPA
Address: 7100 West Camino Real #Suite 205, Boca Raton, Florida 33433, United States
Website: https://www.stephenrosencpa.com/
Source: NewsNetwork
Release ID: 89134248
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