Life is about choices; making wise ones requires good information, a clear understanding of the options. A professional you trust can make the process simpler, and more valuable.

Mid-life career change? Your own business? A retirement full of adventure and travel? Ways to spend less time at the office and more time with your family? At EFP Rotenberg, we’re focused on what counts for you, and helping you plan and organize your financial life so that it supports the rest of your life.

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The specific EFP Rotenberg services you may find most useful; get there fast:

Individual Tax Planning & Preparation

Estate & Tax Planning

Estate & Trust Planning & Administration

Cost Segregation

Fraud & Forensics

What counts: living the life you dream

EFP Rotenberg has always looked far beyond the task of preparing annual tax returns to discover the heart of what’s important to you—and how thoughtful financial guidance can help you achieve it.

Our intention is to establish a lifelong relationship with you—because that’s how we can ensure that your finances evolve along with your circumstances, and the changing nature of your dreams.

Money is a force in everyone’s life

The way we manage money can make all the difference in whether or not we achieve our dreams. We hope you’ll consider your EFP Rotenberg Certified Public Accountant (CPA) as your primary financial counselor or consultant, providing you with broad perspective on your financial picture.

Your first meeting with us should include a conversation about all aspects of your financial life—so we can help you harness your financial force.

If it’s a financial question, it’s a question for us

A short list of issues we can address in partnership with you:

• Setting short-term and long-term goals
• Reviewing household budgets, and whether you should use software to manage them
• Assuring access to all the professionals you need—investment planners, insurance agents, attorneys
• Reviewing your savings and retirement plan
• Debt reduction strategies
• Handling money and matrimonial issues
• Alimony vs. child support
• The best ways to make charitable contributions
• Strategies for real estate ownership—and saving money through cost segregation
• How to handle your minority investments in businesses
• The best way to obtain financing for a major purchase
• Due diligence on a business or investment opportunity
• Establishing the value of property or assets you own with someone else
• Investigating for fraud or malfeasance in business dealings; testifying in court as necessary

Professionals who care about you

You’ll find our people to be not just talented but also committed to helping you reach your goals. We come to work every day because it’s a way to exercise our skills in the service of your ambitions. Read more about us.

Detailed, specific assistance

Below are just some of the ways we help our individual clients:

Individual Tax Planning & Preparation – Our tax team consistently looks beyond preparation of tax returns to save you money through intelligent tax planning. We focus on the bigger picture—not just how our work can affect this year’s return, but how it will affect all of your finances for many years to come.

Estate & Tax Planning ­– Every high-net worth individual needs to have a solid estate plan in place. You need to know—what will be the income tax ramifications for your heirs? Will the cash flow for a surviving spouse be adequate? Will you pay no more than your fair share? Is there a way you can now accommodate bequests to a charity and still have some financial security?

Estate & Trust Planning & Administration – The complexities of effective estate and trust planning and administration require both legal and accounting expertise. At EFP Rotenberg, we have designed a dedicated team to provide clients with expert assistance in estate and trust planning, as well as throughout the estate administration process.

Cost Segregation – Cost segregation takes advantage of accelerated depreciation for many of the costs associated with building, acquiring or renovating a real estate holding that is not for your personal residence.