Business Details
Your Trusted Accounting Partner in Wilmington, DE
Papaleo Rosen is a professional accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses. With decades of combined experience, our team of certified professionals specializes in tax planning, financial reporting, and strategic advisory services tailored to meet the unique needs of our clients. We prioritize personalized service, leveraging our expertise in accounting standards, tax law, and business operations to help clients navigate complex financial landscapes.Our commitment to excellence is reflected in our proactive approach to minimizing tax liabilities, optimizing cash flow, and ensuring compliance with regulatory requirements. By maintaining a client-centric focus, we build long-term relationships grounded in trust, transparency, and measurable results, positioning ourselves as a trusted partner in financial success.
Services
Tax Preparation
Financial Planning
Estate Planning
Business Accounting
IRS Audit Representation
Highlights and features
- We offer decades of combined experience in accounting and tax services.
- Our team includes certified professionals with specialized expertise in financial planning.
- We provide personalized, proactive strategies to minimize tax liabilities.
- Our services integrate comprehensive business and individual financial solutions.
- We maintain a client-first approach with transparent communication and compliance.
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings for individuals and businesses. We maximize deductions while minimizing liabilities through strategic planning. Clients benefit from our expertise in federal, state, and international tax regulations.
Financial Planning
We create customized financial plans to achieve retirement, estate, and investment goals. Our approach integrates risk assessment, tax strategies, and portfolio optimization. Clients receive ongoing guidance to adapt to life changes and market conditions.
IRS Audit Representation
Our professionals handle IRS audit correspondence and negotiations to protect client interests. We ensure proper documentation and advocate for favorable resolutions. Services include audit defense, penalty abatement, and payment plan arrangements.
Business Accounting
We offer comprehensive accounting solutions including bookkeeping, CFO services, and financial reporting. Our team improves cash flow management and supports business growth through strategic financial analysis and compliance expertise.
Estate Planning
Our estate planning services include trust administration, gift tax strategies, and succession planning. We help clients preserve wealth for future generations while ensuring compliance with evolving tax laws and regulations.
People
Harry Papaleo
Managing Director
Harry Papaleo leads the firm with over 30 years of accounting experience, specializing in tax strategy and business advisory services for high-net-worth clients.
Linda Chelf
CPA
Linda Chelf brings expertise in financial reporting and compliance, with a focus on delivering tailored solutions for small businesses and nonprofit organizations.
Jeff Meany
CPA
Jeff Meany specializes in tax planning and estate strategies, helping clients optimize financial outcomes through meticulous analysis and regulatory compliance.
Jeffrey Rigor
CPA
Jeffrey Rigor provides audit and accounting services with a focus on construction and manufacturing industries, ensuring accurate financial reporting and operational efficiency.
June Jarrell
Administrative Director
June Jarrell manages client relations and firm operations, ensuring seamless service delivery and maintaining the firm's commitment to exceptional client support.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, tax planning, and business advisory services tailored to small businesses.
How can you help with IRS audit representation?
Our team handles all IRS audit communications, minimizes liabilities, and ensures compliance while advocating for your interests.
Do you offer personal financial planning services?
Yes, we specialize in retirement planning, estate planning, and tax-efficient wealth management strategies for individuals.
What industries do you specialize in?
We serve construction, healthcare, law firms, real estate, and manufacturing industries with tailored accounting solutions.
How do I schedule a consultation?
Contact us via phone or our website to arrange a free consultation with one of our accounting professionals.
