Papaleo Rosen

Welcome to Papaleo, Rosen & Chelf, P.A., a full-service accounting and consulting firm with a reputation for excellence in the State of Delaware. We are committed to providing a comprehensive range of services to individuals and businesses, designed to help our clients meet their financial goals. Our team of experienced professionals is dedicated to offering personalized and strategic solutions, tailored to meet the unique needs of each client. With a focus on integrity, innovation, and professionalism, we are here to be your trusted advisor and partner in success.

Our Team

At Papaleo, Rosen & Chelf, P.A., we believe that our success is built on the strength of our team. Our professionals are highly skilled and experienced in various areas of accounting, taxation, and consulting. We invest in their continued education and professional development, ensuring that our clients receive the most current and effective advice. With a diverse range of backgrounds and expertise, our team is well-equipped to handle the complexities of today's financial landscape.

Client Reviews

We pride ourselves on building long-lasting relationships with our clients, based on trust, communication, and exceptional service. We are committed to understanding each client's unique needs and goals, and to providing tailored solutions that help them achieve their financial aspirations. We invite you to read our client reviews to learn more about their experiences working with us.

Services for Individuals

• Personal Financial Planning: Our team of experts works closely with individuals to create a comprehensive financial plan that includes investment strategies, retirement planning, education funding, and estate planning.
• Retirement Planning: We help our clients plan for a secure and comfortable retirement by analyzing their current financial situation, goals, and risk tolerance to develop a customized retirement strategy.
• Estate Planning: We provide guidance on the preparation of wills, trusts, and other estate planning documents to ensure that our clients' assets are distributed according to their wishes, minimizing taxes and probate expenses.
• Elder Care: We assist clients in navigating the complex issues related to aging, including long-term care planning, Medicaid eligibility, and asset protection.
• Wealth Management: Our wealth management services are designed to help clients grow, protect, and manage their wealth through various investment strategies, including stocks, bonds, mutual funds, and alternative investments.

Business Services

• Small Business Accounting: We provide accounting, bookkeeping, and payroll services tailored to the needs of small businesses, allowing them to focus on their core operations.
• Bookkeeping Services: Our bookkeeping services include the recording and maintenance of financial transactions, ensuring accurate and up-to-date financial records.
• Payroll: Our payroll services include the calculation, payment, and reporting of employee wages, taxes, and benefits, ensuring compliance with state and federal regulations.
• Part-Time CFO Services: We offer part-time CFO services to small and medium-sized businesses, providing strategic financial planning, budgeting, forecasting, and cash management.
• Audits - Reviews - Compilations: Our audit, review, and compilation services are designed to provide clients with reliable financial statements, ensuring accuracy and compliance with accounting standards.
• Forensic Accounting: Our forensic accounting services help clients investigate and resolve financial discrepancies, fraud, and disputes, providing expert analysis and testimony.
• Cash Flow Management: We provide cash flow management services to help businesses optimize their cash flow, ensuring adequate liquidity and financial stability.
• Bank Financing: We assist clients in securing bank financing for their business needs, including loans, lines of credit, and other credit facilities.
• Business Valuation: Our business valuation services help clients determine the fair market value of their business, providing valuable insights for strategic planning, mergers and acquisitions, and estate planning.
• Business Advisory Services: We offer a wide range of business advisory services, including strategic planning, budgeting, forecasting, and process improvement, designed to help businesses achieve their growth objectives.

Tax Services

• Individual Tax Preparation: We provide individual tax preparation services, ensuring compliance with state and federal tax laws and optimizing tax deductions and credits.
• Tax Preparation for Businesses: Our business tax preparation services include the preparation and filing of federal and state tax returns for various business structures, including corporations, partnerships, and LLCs.
• Tax Planning: We offer tax planning services designed to minimize our clients' tax liability, ensuring compliance with tax laws and regulations.
• Estate & Trust Tax Services: Our estate and trust tax services include the preparation of estate and trust tax returns, ensuring the proper distribution of assets and the minimization of taxes.
• Cryptocurrency Accounting Services: We provide cryptocurrency accounting services, including the calculation, reporting, and compliance with tax laws related to cryptocurrency transactions.
• Tax Relief: We assist clients in resolving tax problems, including delinquent taxes, audits, and other tax-related issues, providing representation before the IRS and state tax authorities.