Rosen CPA LLC

Rosen CPA LLC Helping families & business owners get tax clarity
Estates | Trusts | Business Tax | IRS Problems
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When your parent's finances become your responsibility, nobody hands you a checklist.Power of attorney, last filed retur...
10/01/2026

When your parent's finances become your responsibility, nobody hands you a checklist.

Power of attorney, last filed returns, how accounts are titled, and beneficiary designations are the four things to check first.

Comment "GUIDANCE" to get started.

09/30/2026

Saving $100,000 in taxes can come down to one decision: how your business is structured.

For one optometrist, moving from a Schedule C to an S Corp helped reduce self employment taxes and unlock the PTET deduction, creating significant annual savings. The right structure can have a major impact on your tax bill.

Comment "TAX" for a free strategy call.

A tax return shows the numbers, but not the full picture behind them.True tax strategy helps you understand what those n...
09/30/2026

A tax return shows the numbers, but not the full picture behind them.

True tax strategy helps you understand what those numbers mean and what comes next.

DM “TAX” for a free breakdown.

09/28/2026

The IRS does more than process your tax return. It compares the information you report against what it already knows, and discrepancies can trigger additional scrutiny.

For self employed taxpayers, factors like DIF scores and refundable credits can increase attention. Strategic tax planning starts before you file.

Follow for more tax insights.

09/25/2026

PTET could be a major tax savings opportunity for business owners. Pass Through Entity Tax may allow your business to pay state income tax at the business level, potentially creating a federal deduction.

If you own an LLC or S Corp, comment "PTET" and let’s see if it could work for you.

Grateful for the connections made at this event.Always energizing to be in a room with fellow tax professionals, swappin...
09/24/2026

Grateful for the connections made at this event.

Always energizing to be in a room with fellow tax professionals, swapping ideas and staying sharp on what matters most for our clients.

Here's to another year of serving business owners well.

09/23/2026

When your parents’ finances become your responsibility, preparation matters.

As wealth transfers between generations, more adults are finding themselves responsible for a parent’s tax and financial affairs. Having the right guidance can turn a complicated situation into a manageable one.

Comment "TAX" below and we’ll reach out.

Basic tax prep files your return once a year. Real tax advisory helps catch problems before they cost you.If you're a bu...
09/22/2026

Basic tax prep files your return once a year. Real tax advisory helps catch problems before they cost you.

If you're a business owner, an executor, or someone with multiple sources of income, you need someone in your corner year-round, not just in March.

Comment "TAX" for a free review.

09/21/2026

Your IRA may be one of the most complicated assets to pass on to your children.

With $5 million in an IRA, taxes, timing, and your children’s future income can significantly affect what they ultimately receive. The right planning can help turn a potential tax burden into a more intentional legacy.

Comment "TAX" below and we’ll reach out.

09/18/2026

Finding out your parents have years of unfiled taxes can feel overwhelming, especially when the financial consequences have already grown. The first step is understanding exactly what is missing.

The right process turns a complicated tax situation into a clear plan. Get the records reconstructed, returns prepared, and the IRS process handled properly.

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