Bruce A. Rosen, CPA, P.C. is a boutique full service CPA firm located in Centerport, New York, catering to closely held businesses and individuals. Since 1989, we have served our long-term base of family owned, private companies and individuals with the traditional audit, accounting and tax services, as well as a wide variety of business consulting services.
Our firm services clientele that are not only in the New York metropolitan area, but are countrywide. Our specialty areas include, but not limited to: real estate syndications, high net worth individuals, family foundations, non-profit organizations, professional practices, and estate planning. Our mission is to be our clients' most trusted business advisor.
We work closely with our clients' attorney, investment advisor and insurance agent to deliver the best advice possible through using a team approach. Our IT department continues to embrace the latest in technology. Through our secure client portal, clients can securely exchange information directly with our firm 24/7.
Our firm services clientele that are not only in the New York metropolitan area, but are countrywide. Our specialty areas include, but not limited to: real estate syndications, high net worth individuals, family foundations, non-profit organizations, professional practices, and estate planning. Our mission is to be our clients' most trusted business advisor.
We work closely with our clients' attorney, investment advisor and insurance agent to deliver the best advice possible through using a team approach. Our IT department continues to embrace the latest in technology. Through our secure client portal, clients can securely exchange information directly with our firm 24/7.
Services
Bruce A. Rosen has 25+ years of public accounting experience.
After beginning his career at a public accounting firm in New York City, Bruce started his own firm in 1989.
He has worked with clients in many industries, including, but not limited to: real estate, trusts and estates, private foundations, non-profits, proprietary schools, medicine, legal, architecture and horse training.
He specializes in closely held businesses, family wealth management, real estate syndications and estate planning.
After beginning his career at a public accounting firm in New York City, Bruce started his own firm in 1989.
He has worked with clients in many industries, including, but not limited to: real estate, trusts and estates, private foundations, non-profits, proprietary schools, medicine, legal, architecture and horse training.
He specializes in closely held businesses, family wealth management, real estate syndications and estate planning.
But what should be done with those documents after your check or refund request is in the mail?
Federal law requires you to maintain copies of your tax returns and supporting documents for three years.
This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.
However, if the IRS believes you have significantly underreported your income (by 25 percent or more), or believes there may be indication of fraud, it may go back six years in an audit.
Federal law requires you to maintain copies of your tax returns and supporting documents for three years.
This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.
However, if the IRS believes you have significantly underreported your income (by 25 percent or more), or believes there may be indication of fraud, it may go back six years in an audit.
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