Tax Planning Services
Professional Tax Planning Services that Minimize Taxes & Compliance-Related Risks
Rose Financial Solutions delivers tax solutions that are proactive, manage risk, maintain compliance and minimize tax expense. We tailor our solutions to each client’s needs based on their current financial position as well as their future financial plans. Our team is comprised of experienced certified public accountants and tax professionals that stay up to date on current and future tax regulations and tax strategies at the state and local levels.
Business Income Tax Planning and Compliance
For Businesses
- Federal and state income taxes
- Entities with International Ownership (inbound) or Foreign Operations (outbound)
- State and local tax compliance including personal property tax and business license
- Sales and use tax planning and compliance
- Jurisdictional Monitoring
- Franchise and gross receipts tax planning and compliance
- Payroll reporting including W-2 and 1099 reporting
Other Tax Services
- Foreign tax credit planning and maximization
- Implementation of transfer pricing agreements
- Entity choice analysis
- Net operating loss & IRC 382 analysis
- Executive and incentive compensation planning
- Tax audit support and defense
- Merger & acquisition due diligence and tax impact analysis
- ASC-740 preparation and/or review
- Domestic tax credits planning
- Cost segregation analysis
Business State and Local Jurisdiction Monitoring and Compliance
Today’s complex state and local tax (SALT) laws demand an accounting firm that has in-depth knowledge of the varying tax filing requirements. At ROSE, we specialize in SALT planning and filing, helping our clients navigate the state and local taxes and fees imposed by each jurisdiction in which they operate. Our expertise enables our clients to focus on growing their businesses while we ensure they maintain compliance.
Business Owner Income Tax Planning Service
- Federal and state income taxes for business owners
- Strategic planning for business owners
- Planning for life events such as college, major purchases, and retirement
- Tax strategies for U.S. business owners working abroad
- Foreign business owners working in the U.S.
- Income and social security tax treaty planning
- Withholding tax planning
- Income tax treaty planning
Schedule Your Tax Planning Call
Our cost-effective and scalable solutions deliver the meaningful, timely and accurate financial information and guidance you need to make better business decisions, minimize compliance-related risks and improve financial performance.
Saving Government Contractors Time and Money While Maintaining Compliance
Many government contractors believe they must use a specific accounting software package to be deemed DCAA compliant. All of ROSE’s client systems have been approved by the DCAA when audited—100 percent of the time, regardless of the accounting database used. Our leading-edge platform, Easby, supports most accounting software systems. With our FaaS solution, your DCAA compliance will be enhanced, and you’ll also gain the functionality found in an Enterprise Resource Planning (ERP) system.
Our FaaS solution, Easby, combines people, process, technology, organization, and data. to simplify and automate accounting functions, ensure compliance, and deliver strategic guidance and financial analysis from a team of top finance and accounting professionals.
Learn more about how Easby can fit your needs.
The ROSE® Difference
Industry Pioneers.
Many finance and accounting outsourcing firms are years behind in providing the systems and best practices we’ve been developing and delivering to clients for over a decade. Today we’re leading the charge in Finance as a Service (FaaS).
Trusted Advisors.
Our part-time CFOs and finance managers provide superior financial guidance to our clients—and serve as their trusted advisors, providing key performance indicators and recommendations for financial performance improvements.
Cost Effective & Scalable.
Through our advanced technologies and cloud-based platform, we’ll ensure you have a cost-effective and scalable financial infrastructure, saving you approximately 20 to 50 percent of what it would cost to manage these processes internally.
Recognized for Our Award-Winning Solutions
Industries We Serve
Saving government contractors time and money while maintaining compliance.
Empowering nonprofit organizations to achieve more with less. Ensuring they have access to qualified staff at all levels.
Technology and SaaS companies have unique issues around cash, subscription, R&D and equity management. Proper accounting for R&D projects is required for R&D credits.
Helping companies set-up correctly from the start and avoid roadblocks during the critical early stages.
Accounting for projects is critical to properly manage profitability for service based organizations. Contract variations including fixed fee, T&M, and cost types create complexity for billing, revenue recognition, and profit management.
ROSE is committed to the international market and to helping the U.S. ventures of our international clients succeed.
In Our Client's Words
Read what our satisfied clients have to say about their experiences with us. Your success story could be next!
ROSE Insights
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How can we help you achieve financial clarity?
Ready to gain financial clarity and take control of your financial future? Reach out to us now by filling out this contact form. Our team is here to answer your questions and guide you toward a brighter financial horizon.
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