Business Details
Expert Accounting & Tax Services in New York
Welcome to my practice, where I have dedicated over two decades to providing tailored tax and accounting solutions for individuals and businesses. My commitment lies in delivering the expertise typically found in larger firms while maintaining a personalized approach that ensures every client feels valued. I personally oversee each account, guaranteeing continuity and familiarity with your unique circumstances. As a certified public accountant in New York and New Jersey, I adhere to rigorous continuing education standards to stay current with evolving tax regulations.My services span accounting, taxation, business consulting, and financial planning through partnerships, addressing retirement, education funding, and insurance needs. With a background from the Wharton School of Business, I combine academic rigor with practical experience to navigate complex financial landscapes. When specialized expertise is required, I leverage a network of consultants to resolve technical challenges. My practice prioritizes transparency, accessibility, and long-term client relationships built on trust and results.
Services
Accounting Services
Tax Planning
Payroll Solutions
Estate Planning
Financial Forecasting
IRS Representation
Bookkeeping
Retirement Planning
Sales Tax Services
Financial Statements
Highlights and features
- We provide 20+ years of personalized accounting expertise.
- Our CPA certifications ensure compliance with NY/NJ regulations.
- Direct owner involvement guarantees tailored client solutions.
- We offer access to specialized consultants for complex issues.
- Our Wharton-trained team delivers strategic financial insights.
Associations and certifications
- CPA -NYS
- CPA-NJ
Services
Accounting Services
Our firm delivers GAAP-compliant financial statements for banks and investors while creating custom managerial reports. We manage receivables, payables, and payroll, ensuring accurate financial tracking. Our expertise helps businesses identify inefficiencies and optimize profit potential through detailed analysis.
Tax Planning
We minimize tax liabilities through year-round planning and monitoring of federal/state law changes. Services include due-date compliance systems, penalty prevention, and preparation of all tax returns. Our team provides IRS and state audit representation, including negotiating Offers in Compromise for tax resolution.
Payroll Solutions
Our 24/7 online payroll system automates tax calculations, direct deposits, and regulatory filings across all 50 states. Features include W-2 processing, time tracking, employee portals, and 401(k) administration. We offer customized solutions for multi-location businesses with flexible scheduling options.
Estate Planning
We design strategies to reduce estate tax burdens and protect heirs from financial distress. Services cover federal and state estate tax return preparation, trust management, and asset protection planning. Our approach ensures smooth intergenerational wealth transfer while complying with evolving regulations.
Financial Forecasting
We create proforma financial models and 'What If' scenarios to help businesses anticipate challenges. Our analysis includes cash flow optimization, budgeting, and investment risk assessments. Tailored asset allocation strategies align with clients' long-term financial goals and risk tolerance levels.
People
Jon D. Rothschild
Certified Public Accountant
Jon D. Rothschild, a Wharton School graduate, has provided personalized accounting services for over 20 years. Certified in New York and New Jersey, he specializes in tax planning, financial reporting, and business consulting while maintaining direct client involvement.
Questions
What accounting services do you offer for small businesses?
We provide full-charge bookkeeping, GAAP financial statements, cash flow analysis, and payroll management tailored to small business needs.
How does your payroll solution work?
Our 24/7 online system automates tax calculations, direct deposits, and regulatory filings while offering customizable features for multi-state operations.
Do you handle IRS audit representation?
Yes, we offer comprehensive IRS and state tax audit representation, including negotiating Offers in Compromise for tax debt resolution.
What estate planning services are available?
We provide federal/state estate tax return preparation, trust management, and strategies to minimize tax liabilities for intergenerational wealth transfer.
Can you assist with retirement planning?
Yes, we analyze income/expense projections and design investment strategies to maintain your lifestyle during retirement through partnerships like CJM Planning.
