Client Tax Portal
Certified Public Accountants
Rothstein & Co., CPA's has been providing our clients in the Tri-State area with first class accounting services for 4 decades. We take care of all of your financial needs so you don't have to, leaving you free to focus on the rest of your life. Whether you are starting a business or just need help with filing taxes, we are here for you.
Alan Rothstein, CPA, PFS
Alan is a co-founder of Asset Strategies, Inc., as well as the founder and principal of Rothstein & Co., CPA’s. Alan has been recognized by many professional organizations for his outstanding achievements within the industry. He was honored by the AICPA as a recipient of the Distinguished Service Award of the Personal Financial Planning Division. Previously, he has received the CTCPA Member of the year award. Alan is passionate about helping individuals, families and businesses meet their financial goals. With over 40 years of experience as a CPA and financial advisor, Alan knows the ins and outs of successful tax planning and long-term investing. Alan holds a bachelor’s and master’s degree in accounting and has earned the Personal Financial Specialist (PFS) designation from the AICPA.
In Alan’s spare time he enjoys traveling and spending time in his favorite city, New York. His love of the New York Yankees explains why we have stadium seats in our office, but we keep things even with a seat from the Red Sox Green Monster, as well.
We Make Your Business Our Business.
*Please note, at this time we are only offering tax preparation as a paired service to asset management clients engaged through our sister company, Asset Strategies, INC. For more information about our advisory services, please visit: www.assetstrats.com.
We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you.
Personal Tax Preparation
Our advisors provide individualized services to help alleviate your financial uncertainty and stress. With many years of experience, our experts have the knowledge and expertise to handle any situation.
Business Tax Preparation
No matter what type of financial situation you have, our team of experts will provide the best course of action. We serve clients across the country from our offices in Connecticut and New York with both individual and business needs.