Saggar & Rosenberg has multiple professional services clients and we have established an outstanding reputation for the tax and advisory services we provide. There are many choices for entity establishment including partnership, corporation, LLC and more. Choosing the right entity formation for each individual situation is critical to establishing a solid foundation for building financial health and minimizing tax exposure. From this foundation, we then provide advice for the establishment of a sound financial framework necessary for running your business efficiently, obtaining favorable financing, minimizing tax exposure and maximizing cash flow.
We provide the following key services to our financial services clients:
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Audits, reviews and compilations of financial statements
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Overview of Practice Management
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Entity formation and tax structure
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Business plans and projections
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Budgeting and profitability analysis
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Accounting system design, review and implementation services
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Job costing assistance
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Evaluation of capital investments and lease/purchase evaluations
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Merger & Acquisition analysis and consulting
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Joint Venture structuring and accounting
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Assessment of alternative compensation plans
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Incentive compensation and stock option plans
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Tax planning and compliance for both the business and key executives
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Buy/Sell arrangements
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Shareholder agreements
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Business succession planning
We also offer a newsletter with the latest industry news and advice on best practices, for your reference at any time.
At Saggar & Rosenberg, our mission is to partner our unique approach to client service with our professional service expertise to provide innovative business and tax advice incorporating both the business and personal aspects of wealth building. Unique to our firm, our Partners and Senior Managers combine the experiences they have gained in both public accounting and the corporate sector to bring a unique and innovative approach to our professional services advisory and tax services. We form lasting relationships with our clients because they experience how we make significant contributions to their success.
