Roger Rossmeisl offers a wide range of services to business and individual clients directly, and via Kho & Patel partners/associates. A career rooted in non-departmentalized CPA firms has produced an uncommon breadth of knowledge in terms of major service categories that one typically associates with a CPA firm (accounting, attest, tax, consulting), as well as industries served.
Accounting/Attest Services
- Attest Services (Financial Statement Audits, Reviews, and Agreed-upon Procedures)
- DOL-required Employee Benefit Plan Audits
- Financial Statement Services (Compilation, Preparation)
- Bookkeeping/Write-up
Tax Services
- Income Tax and Other Tax Compliance Return Preparation/Amendment
- Estate, Trust & Gift Tax Return Preparation
- Representation before IRS and other Governmental Taxing Agencies
- Tax Planning (Transactional, Near/Long-Term, and Otherwise)
- Governmental Tax Incentives (Applicability/Application)
- Research & Development Tax Credits
Consulting/Other Services
- Business Entity Selection/Planning/Structuring
- Business Succession Planning
- Capital Restructuring
- Cash Flow & Budget Analysis
- Due Diligence and Acquisition Reviews
- Financial Forecasting & Projections
- Forensic Accounting
- Fraud Prevention & Detection
- Litigation Support
- Merger & Acquisition
- Operational Review
- Real Estate Buy/Sell Consulting
Services Offered in Conjunction with Strategic Partners
- Business Valuations
- Cost Segregation Studies
- EPAct (Energy Efficient Building Deduction) Studies
- Estate Planning
INDUSTRIES SERVED
- Automotive Industry >
- Professional Services
- Real Estate
- Manufacturing
- E-Commerce
- Retail/Wholesale
- Hospitality & Leisure
- Construction
- Employee Benefit Plans
The client services and industries served listed above are not intended to be all-inclusive.
