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Services

Rosene, Pickhinke, Peters & Co. P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Rosene, Pickhinke, Peters & Co. P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Tax Planning and Tax Preparation

We provide tax services for individuals, corporations, partnerships, trusts, estates and retirement plans. A vital component to our tax preparation service is our tax planning service. Our true value is in making decisions proactively to achieve the most favorable tax outcome for you or your business.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Rosene, Pickhinke, Peters & Co. P.C.'s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, tax planning, and employee benefit and retirement plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements

Compilations of Financial Statements

Compilations

Compilations are usually requested for management purposes and are based upon information provided by the company. They do not offer assurance but may involve some adjustment to accounting records.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Rosene, Pickhinke, Peters & Co. P.C.'s role is to help you navigate the complex and ever changing tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Financial and Retirement Planning

At Rosene, Pickhinke, Peters & Co. P.C. we provide financial and retirement planning as a supplement to our tax planning and work side by side with your investment advisors. We do not sell investments or advise on investment services. However, we can offer a valuable independent opinion and answer general questions in this area. No retirement plan is complete without assessing the tax effect and costs. This is where we come in.

IRS Representation

Dealing with the IRS or other taxing authorities can be a scary situation for most individuals and businesses. Our experience with tax authorities enables us to guide clients with federal and state agencies. If you have been chosen for an audit or receive other correspondence, we are ready and willing to work with you to resolve the situation.

Bookkeeping/Write-up Accounting Services

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Rosene, Pickhinke, Peters & Co. P.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Rosene, Pickhinke, Peters & Co. P.C. can advise you on choosing an entity type and later restructuring if advantageous.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We offer services customized to your individual needs and requirements.

Payroll Services

Rosene, Pickhinke, Peters & Co. P.C.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns. Our experienced and knowledgeable staff will relieve you of this duty and allow you to concentrate on other parts of your business. We customize this service to meet your specific needs.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Rosene, Pickhinke, Peters & Co. P.C. can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.


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