We acquire knowledge to share it with our clients ...

Knowledge to improve performance in management, business processes, operations, information technology, finance and change navigation. Our clients grow, profit, and meet their business vision.

Tax and Compliance Services

Save time and effort, and take the worry out of taxation by letting us help you with your returns. Taxation has long been this firm's stronghold. With experts in individual and business taxation needs, returns, filing dates and more, we are here to help you minimize your taxes and meet all your federal and state taxation and other government requirements.

Our compliance services include the traditional assurance services expected from a CPA firm. We have extensive experience performing audits, reviews and compilations of financial statements of small and medium-sized businesses and non-profit organizations. We also offer business valuation services performed by certified personnel as needed for estate planning, divorce and business planning purposes. For our clients who need additional accounting and management expertise, our controllership services fill a need often encountered by small businesses: The need for onsite skills and support that traditional bookkeepers cannot provide. By placing one of our team onsite at month–end and other critical times, our clients are assured that their accounting system produces accurate and meaningful reports and also receive expert analysis and advice regarding the results those reports reflect.

401(k) Audit Services

Employers sponsoring 401(k) plans with over 100 employees participating are required by the IRS and Department of Labor to have an annual compliance audit. Rodman & Rodman, P.C. can provide these audit services for your 401(k) plan. To ensure exceptional service and expertise, Rodman & Rodman, P.C. has developed a Team of auditing professionals who conduct 401(k) audits on a regular basis. The 401(k) Audit Team receives annual training which further enhances their skills so that the best possible audit is performed. Our goal is always to provide services in compliance with regulations while providing value for the client’s investment. Our firm is fully independent with respect to audits of 401(k) plans. We do not provide plan administration services or offer investment advisory services. Our focus is compliance. We believe that gives us greater objectivity and our clients increased peace of mind. As additional service not covered by the basic audit, we can review the embedded plan expenses, such as the administrative fees paid to the TPA and the broker, to determine if the plan is paying a fair amount. This review could identify opportunities to reduce the overall cost of the plan.

Accounting and Information Technology

Rodman & Rodman provides a variety of Accounting IT Services for our clients. Our team members are Certified Pro-Advisors with QuickBooks and are members of the Microsoft Professional Accountants Network . There are 4 basic categories of services we provide: Software Selection, Implementation, Technical Support, and Training.

Strategic Planning & Profit Improvement

Going beyond the services you would expect from a CPA firm, Rodman & Rodman assists their clients with the critical challenges that drive to the very heart of their businesses. Often, small and medium-sized business owners find themselves buried working IN their business and not working ON them. Every business, regardless of size, needs to be strategic. They need an appropriate vision, strategic plans that support the vision and action plans that carry out those strategies. Rodman & Rodman has the experience and skills to diagnose the problems facing a business and the strategies that effectively overcome those problems. Every client has a unique set of challenges. Therefore the solutions need to be unique, innovative and easy to implement. Rodman & Rodman helps clients improve their profitability and cash flow using the latest thinking and methodologies available.