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Rootberg Business Services, Inc.Rootberg Business Services, Inc.
Local Firms vs. National Firms
Diversity of experience (not pigeon-holed).
Direct contact with partners and upper management.
Immediate client contact and responsibility.
Relaxed environment.
Local Firm Advantages Ability to advance more rapidly
due to personal recognition.
National Firm Advantages National name recognition. Departmental/Geographical
mobility. Opportunity to specialize in
certain industries. Nationwide training and
career development. Competitive compensation
and more comprehensive benefits.
IRS Relations
Audit*
Compilation*
Review* Retirement PlanCompliance
Attestation*
BusinessReporting Individual Tax Consulting
and Return Preparation
Business Tax Consultingand Return Preparation
Business Client
Accounting Staff Member
Litigation Support
Business and Management Consulting 1120, 1120S, 1065 Strategic Tax
Planning
1040 - Individual
1041 - Trust
EstatePlanning
* All attestation work is performed by Philip Rootberg & Company, LLP.
An Independent Accounting Firm
1040 - Individual Return
1120S - Client’s Business
1065 - Client’s Real Estate
Tax & Estate Planning
5500 - Pension Plans
706 - Client’s Estate
1041 - Client’s Children’s Trust
Individual Client
Tax Staff Member
Integrated AccountingSystems Implementation
Workgroup ProductivitySystems Consulting
End-user TrainingSeminars
Technology Planning
eCommerce eBusinessSolutions
Website Design andAdministration
Network Design &Implementation
Business Client
Business TechnologyStaff Member
Professional Certification(MCSE, CNE, MCP, MCSD)
Continuing Education
Become a Relationship Manager
CLIENT
Benefits Designand Administration
Human ResourceServices
Information TechnologyServices
Valuation Services
Specialty InsuranceProducts and Services
Payroll Services
Worker’s CompensationAdministration Services
Client ResourcesClient Resources
Tax ServicesAccounting Systems,
Advisory Services
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