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Welcome to Dennis F. Rose and Associates Services

Individuals
Corporations
Partnerships, LLCs, FLPs
Trusts and Estates
Nonprofit Organizations

We have a full time staff, including CPAs, who are here to meet your tax preparation needs on a year round basis, not just during the traditional tax season. Our tax knowledge combined with the most up-to-date computer hardware and tax preparation and research software allow us to complete the most complicated individual and small business tax returns in a timely and cost efficient manner.

Tax Services

Tax Preparation

  • Individual
  • Corporation
  • Partnership
  • Trust & Estates
  • Sales & Use
  • Quarterly & Annual Payroll
  • Property

Estate Tax Valuations

IRS Representation

Tax Compliance Advice Offers in Compromise Income Tax Planning

Individuals

Preparation from the easiest to the most complex federal individual income tax returns.

  • Sole proprietorship forms
  • Rental property forms
  • Multi-state income tax returns
  • Income tax planning
  • Retirement planning

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Corporations

Preparation of Corporate income tax returns including S-Corporations from the smallest of businesses to large consolidated returns.

  • Preparation of California Single Business Tax return
  • Corporate tax planning including:
    • Year end tax planning
    • Compensation planning
    • Purchases and sales of business
    • Preparations of forecasts and projections
    • Choice of business entity
    • Employee benefit and retirement plan options

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Partnerships, LLCs, FLPs

Preparation of Form 1065 for partnerships, limited liability companies and family limited -partnerships.

  • Preparation of California Single Business Tax returns
  • Tax planning including;
    • Purchases and sales of business
    • Choice of business entity
    • Employee benefit and retirement plan options

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Trusts and Estates

  • Preparation of federal and state fiduciary income tax returns for;
    • Simple and complex trusts
    • Grantor trusts
    • Charitable remainder/split interest trusts
    • Bankruptcy estates
    • Estate and gift tax returns
    • Estate planning

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Nonprofit Organizations

  • Preparation of Form 990 - the annual tax return for nonprofit entities
  • Preparation of Federal applications for nonprofit status
  • Preparation of application for license to solicit contributions

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