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Services

Ellie Rozinsky, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Ellie Rozinsky, CPA, I 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.

My professional services include:


Reviews and Compilations

I view my role in the financial reporting process as an opportunity to provide constructive solutions for displaying your organization's operations. I can provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance.
  • Compilation - based upon the information you provide.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your operations will run more efficiently on a daily basis and are the foundation of accurate financial statements and tax returns. I can assist you with getting your bookkeeping set up and operating smoothly.

Tax Preparation

My experience, investment in computerized tax preparation and research software, and genuine interest in your tax issues, all enable me to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your strategy, you can use my experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

IRS Representation

I have years of experience dealing with many taxing authorities, and I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.

Estate and Trust Tax Preparation

When trusts are part of your financial life, or when estate tax returns or estate income tax returns are needed, I have the proficiency to advise you and prepare the returns you need.

Sales Tax Services

Many of my clients are responsible for collecting and submitting sales taxes in many different vicinities. I can assist your organization in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company, etc.…) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your organization.

Retirement Planning

You've worked to build your retirement and I can help you evaluate the implications during your working years and through your retirement years.

Business Succession Planning

Effective coordination of the transition of your organization to your successors is critical to ensure its continued success once you decide to remove yourself from the day to day operations. With a solid background in tax and other financial matters, I am fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.


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