Roger Rossmeisl offers a wide range of services to business and individual clients directly, and via Kho & Patel partners/associates. A career rooted in non-departmentalized CPA firms has produced an uncommon breadth of knowledge in terms of major service categories that one typically associates with a CPA firm (accounting, attest, tax, consulting), as well as industries served.

    Accounting/Attest Services
    • Attest Services (Financial Statement Audits, Reviews, and Agreed-upon Procedures)
    • DOL-required Employee Benefit Plan Audits
    • Financial Statement Services (Compilation, Preparation)
    • Bookkeeping/Write-up
    Tax Services
    • Income Tax and Other Tax Compliance Return Preparation/Amendment
    • Estate, Trust & Gift Tax Return Preparation
    • Representation before IRS and other Governmental Taxing Agencies
    • Tax Planning (Transactional, Near/Long-Term, and Otherwise)
    • Governmental Tax Incentives (Applicability/Application)
    • Research & Development Tax Credits
    Consulting/Other Services
    • Business Entity Selection/Planning/Structuring
    • Business Succession Planning
    • Capital Restructuring
    • Cash Flow & Budget Analysis
    • Due Diligence and Acquisition Reviews
    • Financial Forecasting & Projections
    • Forensic Accounting
    • Fraud Prevention & Detection
    • Litigation Support
    • Merger & Acquisition
    • Operational Review
    • Real Estate Buy/Sell Consulting
    Services Offered in Conjunction with Strategic Partners
    • Business Valuations
    • Cost Segregation Studies
    • EPAct (Energy Efficient Building Deduction) Studies
    • Estate Planning


    • Manufacturing
    • E-Commerce
    • Retail/Wholesale
    • Hospitality & Leisure
    • Construction
    • Employee Benefit Plans

    The client services and industries served listed above are not intended to be all-inclusive.