WEALTH AND TAX ANALYSIS

Our “Best in Class” traditional full-service CPA firm suite of services, relationship based and also includes client communications. We're your personal team of CPAs expert in tax strategy, preparation and any analysis requiring number crunching. This service offering involves a traditional retainer plus hourly fees when applicable.

WEALTH & TAX PLANNING & PREPARATION SERVICES

Greenstein Rogoff Olsen & Co. is a full-service provider of services in the family office, individual, Corporate, Estate, Trust; Limited Liability Company, Not for Profit, Tax Exempt, Partnership, and S Corporation income tax 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.

Our expertise not only includes the preparation and review of complex 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:

STRATEGIC TAX PLANNING

 

 

Retirement

NON-PROFIT ORGANIZATION RETURNS

 

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CORPORATE, PARTNERSHIP AND TRUST TAX PREPARATION

INTERNATIONAL TAX RESOLUTION SERVICES

small business

SHAREHOLDER TAX ISSUES

 

Top Performing Stocks Over the Last 35+Years

STOCK OPTION PLANNING

 

financial planning

PAYROLL AND SALES TAX CONSULTING

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ESOP STRUCTURE ALTERNATIVES

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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.