Contact Us: (802) 775-2341
Rosen, Valente & Willhaus
Certified Public Accountants
Rosen, Valente & Willhaus has the experience and expertise needed to provide quality services for individuals, partnerships, corporations, estates, trusts and non-profit organizations.
Financial Statement Audits: We independently examine businesses' accounting data for the purpose of expressing an opinion on their financial statements. Each audit is tailored specifically to the client.
Reviews & Compilations: We provide financial statement review and compilation services for small and medium sized organizations. We work with diverse users including management, shareholders, and outside parties. All work is prepared in accordance with established standards and within the requirements of the American Institute of Certified Public Accountants (AICPA).
Estates, Trusts & Generational Transfer Planning: Our firm provides fiduciary accounting services and estate, trust and gift tax return preparation. Rosen, Valente & Willhaus works in cooperation with law firms and trustees/executors to smoothly administer planning and transfers.
Tax Planning, Preparation and Compliance: We develop and monitor tax strategies for individuals and businesses. Our firm prepares income tax returns for individuals, corporations, partnerships and non-profit organizations. Additionally, we prepare payroll tax filings to meet federal and state requirements.
Accounting Software Selection and Implementation: Our staff will assist you in the selection and implementation of business and accounting software, tailored specifically to serve you and your business. We offer training and assistance for business owners, individuals, and employees in many types of business and accounting software. Rosen, Valente & Willhaus has a Quickbooks ProAdvisor Program Member on staff who can help you easily and effectively operate your accounting system.
Payroll Services: We offer complete payroll preparation and payroll tax reporting services. We are qualified to prepare federal tax returns and and state tax returns for multiple states.
Bookkeeping/Write-Up/Assembly Reporting: Our firm maintains accounting records via bookkeeping and write-up services, providing you with up-to-date financial information.
Financial Forecasts and Projections: We prepare financial forecasts, ranging from small budgets to complete financial statements.
Buying & Selling Businesses: Our firm will work with you and your attorney to negotiate tax favorable contracts for the purchase or sale of your business.
Sales & Use/Rooms & Meals Tax Services: We prepare applicable tax filings and offer tax audit representation.
Audit Representation: Rosen, Valente & Willhaus offers representation for individuals, businesses, estates and trusts in federal and state tax audits.
Phone: (802) 775-2341 - 92 Grove Street Rutland, Vermont 05701 - Fax: (802) 775-8208