"Our experience with Rossi Doskocil and Finkelstein has been wonderful. It’s an extremely positive relationship. The team has been professional, understanding, and practical."
Jim Kato
Managing Partner
Kato & Assoc. LLC
"Rossi Doskocil & Finkelstein has been our CPA firm since we started the company in 2001. After spending time understanding our business, its challenges and opportunities and their ramifications from an accounting and tax standpoint, the firm and its partners have proven themselves to be very solid and trustworthy advisers."
Jerome C. Nathan
Chief Financial Officer
Centellax, Inc.
"RDF has provided timely, responsive and foremost, quality audit and tax compliance services throughout our relationship. I can readily recommend RDF for your audit, tax, accounting and consulting needs."
Andy Spooner
CFO
Columbia Holding Corp. & Subsidiary
"In my position of CFO for a Southern California based specialty retailer, we have utilized the services of RDF for over 7 years. They have provided outstanding audit, accounting, tax and consulting services throughout our association in a timely manner and at a fair price, while demonstrating a thorough grasp of our business."
Ryan Ciucki
Controller
Active Lifestyle Sports USA LLC
"As the CFO of an aerospace products manufacturer we have utilized the services of RDF for our audit, tax and accounting needs for over five (5) years. Foremost in our dealings with RDF is their responsiveness."
Mort Bauchman
CFO
Advanced Products Corp.
"As the CEO of M/Z Advertising, LLC, I have had the pleasure of dealing with RDF for over 20 years. They have served as our trusted business adviser for that entire period of time,"
Richard Zien
CEO
M/Z Advertising, LLC
"RDF has impressed us with their responsiveness, knowledge of complex nonprofit financial reporting issues, and with their knowledge of our organization and industry. Their staff has always been available to us when needed – to handle any request big or small. "
Gia Stokes
CFO
Habitat for Humanity, Greater LA
"We have established a great working relationship with RDF, and have been very pleased with the audit and tax services provided. The quality of work provided by the team is exceptional, timely, and professional. "
Lisa Vasey
Chief Administrative Officer
AIDS Research Alliance
Tax
Tax Services
In today’s complex environment, tax planning and compliance are essential to ensure a business’s or individual’s financial success. Whether your tax needs are simple or complex, compliance or consulting, personal or business, our Firm can help. We are experienced and knowledgeable in corporate ("C" and "S"), partnership, individual, not-for-profit, estate and trust, foreign and multistate tax strategies, compliance and issues. In addition, RDF is experienced in sales tax, business license and personal property tax matters.
Preparation of Federal and State Tax Returns
We assist entities in meeting their annual tax filing requirements. Our compliance services include trusts, non-profit organizations, limited liability companies (“LLC”), partnerships, corporations and “S” corporations.
We utilize the web-based services of the most sophisticated tax processing software available - Thomson Reuters Go System for both speed and accuracy, and our internal system of processing returns assures timeliness and efficiency.
Tax Planning
We proactively address tax issues before they become tax problems. Our clients turn to us for such concerns as:
Analyzing the tax benefits of investment opportunities in real estate, oil and gas, and other risk capital ventures.
Designing compensation, fringe benefit and retirement plans for a company.
Planning for a change in a corporation’s accounting methods.
Obtaining advance rulings from the IRS on the tax consequences of proposed transactions.
Executive tax compensation plans.
Analyzing the tax consequences of buying/selling a business.
Personal Tax-Planning and Assistance
Whatever your personal financial goals are, taxes will play a significant role. Our tax planning professionals can assist you in developing personal planning strategies with beneficial tax implications. Our tax planning services include:
Multi-state issues.
Building and preserving assets.
Minimizing estate and inheritance tax.
Interpreting changing and complex tax rules and regulations.
Handling liquidations and reorganizations
Business Tax – Planning and Assistance
Almost every business decision carries tax implications. No major decision-especially regarding business organization or structure – should be made without first consulting a CPA. We have advised hundreds of businesses on organizational planning, as well as on the tax pros and cons of purchasing, selling or merging their concerns. We’ve also helped them establish, report, and monitor their pension and profit-sharing plans.
Sound Advice
Our firm's experienced tax professionals can help you and your company minimize taxes and achieve your financial goals.
Representation – Before Regulatory Bodies
Should the tax implications of your affairs come under the scrutiny of regulatory bodies, we are available to represent or to accompany you to meetings with those organizations.
