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Services

Rogers & Associates, P.C. is a unique, small CPA firm designed to put the needs of our clients first. We offer a variety of services to meet your needs. At tax preparation time, it's not just a tax return. During this annual event, we have an opportunity to reconnect with our clients and to determine if any changes in their personal lives warrant a different planning approach. We are available throughout the year if issues arise with your tax filings and to provide proactive planning to reduce your current tax burdents.

If you are a small business owner, you know that timely reporting is crucial to your business operations. We can assist with proactive planning, accounting and annual tax filings. All of our professionals are QuickBooks ProAdvisors who have the experience and training to maximize the benefits of your accounting platform. 

Estate and trust services are not an afterthought at our firm. We specialize in timely and efficient services for estate and trust accounting. If you are a newly appointed trustee or executor, we can help you understand the many filing requirements and duties that are required of this important service.

 


Tax Management Services

At Rogers & Associates, P.C., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Rogers & Associates, P.C.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss We also have an extensive practice in the administration of estates and trusts and assist clients with complying with the related annual tax filings.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively. We assist new users with initial setup and can assist experienced users manage their businesses more effectively by improving their current setup.

And, all of our professionals are certified as QuickBooks ProAdvisors, a training and certification regime from the makers of QuickBooks.

Bookkeeping for Small Businesses

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Rogers & Associates, P.C. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. Many smaller businesses have no need for a full-time bookkeeping staff. Contact us today to find out how we can become your back office.


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