Alan Rothstein CPA/PFS
If you are looking for personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. We are experienced and we’re friendly.
Please call us for a free initial consultation.
Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, retirement planning, real estate and business sales. We also provide SEC Surprise compliance examinations to registered investment advisors.
Our firm’s reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest.