Rosenfelt, Siegel & Goldberg, P.C.

SERVICES: Services Whether you are seeking assistance with your personal or business finances, we offer a full array of services, all based on strong accounting and finance knowledge and a history of helping clients achieve their goals. Financial Planning Our financial planning services are customized based on each client's needs. We work with you first to identify your specific life goals, and then we create a comprehensive financial plan to help you achieve those goals. Depending on your needs, our team can assist with retirement planning and estate planning, college funding, and selecting products such as life insurance, long-term care insurance, and disability insurance. In addition, our deep knowledge of taxation rules can help you take advantage of Individual Retirement Accounts—including Roth, simple, and rollover IRAs—and other planning options, as well as help manage fund distribution, balance your income once you've reached retirement, and prepare estate and trust returns Accounting With more than four decades providing trusted tax planning and preparation services to clients in Bala Cynwyd, PA,and the surrounding Philadelphia area, all of our financial planning advice is rooted in our strong accounting background. We offer comprehensive tax planning and preparationservices to individuals, corporations, S corporations, partnerships, and LLCs. QuickBooks Our dedication to helping small business owners succeed financially is supported by our QuickBooks certification. As an Advanced QuickBooks Certified ProAdvisor, we are available to help get you up and running on the software, and integrate the use of the program into your daily bookkeeping activities. As your financial advisors, we can then pull data directly from your QuickBooks program to assist with tax preparation and other financial business services. Forensic Accounting Rosenfelt, Siegel & Goldberg offers Forensic Accounting and Litigation Support Services that include: Investigation to detect, quantify, and document evidence of suspected fraud Coordination with legal authorities to prepare the case for civil restitution and criminal prosecution Evaluation of internal controls to prevent and detect fraud and other illegal activities Quantification of the direct and indirect impacts of fraudulent activities Who We Serve Individuals & Multi-generational Families At Rosenfelt, Siegel & Goldberg, we are proud of the consistency and longevity of our client base. Today, our clients include families who have trusted our services tracing back to the earliest origins of the firm. Our outstanding customer service has helped us not only retain our clients over the long term, but time and time again, later generations have been referred to us, resulting in a virtual family tree of clients who continue to turn to us for all of their financial planning needs, including: Accounting Income tax preparation Comprehensive financial planning Education funding Estate planning Family wealth management Money management Trusts Small Business Owners As an owner or manager of a small business, you wear many—sometimes too many—hats. In addition to all of your responsibilities as a business owner, you may also find yourself closely involved with the everyday financial details of your business, and knowing exactly where every dollar in your business is at any given time. But knowing where you stand today is only the beginning of the story. Knowing where you want to go and how to get there determines how the story will end. That's where guidance from Rosenfelt, Siegel & Goldberg makes all the difference. We specialize in working with small and closely held firms like yours, providing strategic, tax-oriented financial planning for your business, your employees, and your family. We bring a fresh, knowledgeable perspective to every area of your firm's finances, giving you one less hat to wear.

Address: 33 Rock Hill Road, Suite 300, Bala Cynwyd, PA 19004, USA

Phone: +1 610 667 2060
FAX: +1 610 667 5281