WEALTH & TAX ANALYSIS

Our “Best in Class” traditional full-service CPA firm suite of services, also relationship based and also increased client communications; your personal team of CPAs expert in tax strategy, preparation and all analysis requiring numbers crunched, with a traditional retainer required plus hourly fees when applicable.

WEALTH & TAX PLANNING &
PREPARATION SERVICES

Tax advisor Greenstein Rogoff Olsen & Co. is a full service provider of tax relief services and offers solutions to clients in the Corporate, Estate and Trust, Individual, Limited Liability Company, Not for Profit, Tax Exempt, Partnership, and S Corporation income tax services areas.

The primary objective of our tax services group is to minimize a client’s overall tax burden whenever and wherever possible. In order to achieve this, our online tax services are directed primarily toward constructive tax planning beginning early in the year and maintaining close contact with our clients throughout the year.

The tax preparation services we offer include not only the preparation and review of income tax returns, but also advance planning to minimize future taxes, advice on tax effects of proposed transactions, corporate reorganizations, assistance in such tax-oriented areas as executive compensation, pension plans, international tax reporting and planning, and other similar continuing services. We also have experience in providing assistance and advice in negotiations with taxing authorities. In addition, we provide the following services:

What We Do For You

WEALTH & TAX ANALYSIS

STRATEGIC TAX
PLANNING

WEALTH & TAX ANALYSIS

CORPORATE, PARTNERSHIP & TRUST TAX PREPARATION

WEALTH & TAX ANALYSIS

INTERNATIONAL TAX Resolution SERVICES

Family Office, family office services, financial management, tax planning, financial management

NON-PROFIT ORGANIZATION RETURNS

WEALTH & TAX ANALYSIS

SHAREHOLDER TAX ISSUES

WEALTH & TAX ANALYSIS

STOCK OPTION PLANNING

WEALTH & TAX ANALYSIS

PAYROLL AND SALES TAX CONSULTING

WEALTH & TAX ANALYSIS

ESOP STRUCTURE ALTERNATIVES

Through our commitment to equality and client service, we have developed a large base of tax clients whose size and complexity rival that of firms many times our size. We believe our success is due in large part to an added emphasis on strategic tax planning.

For more information please contact us.

In short, we give you peace of mind.

In short, we give you peace of mind.