Superior Results. Delivered.

Client Services and Industries Served

Roger Rossmeisl, in conjunction with Kho & Patel and Strategic Partners, 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.

Client Services

  • Attest Services (Financial Statement Audits, Reviews, and Agreed-upon Procedures)
  • Financial Statement Services (Compilation, Preparation)
  • Bookkeeping/Write-up

  • 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 Credits/Incentives: Applicability/Application

  • 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

  • Business Valuations
  • Cost Segregation Studies
  • EPAct (Energy Efficient Building Deduction) Studies
  • Estate Planning

The above list is not intended to be all-inclusive.

Industries Served

  • Manufacturing
  • E-Commerce
  • Retail/Wholesale
  • Hospitality & Leisure
  • Construction
  • Automotive Industry
  • Professional Services
  • Real Estate
  • Manufacturing
  • E-Commerce
  • Retail/Wholesale
  • Hospitality & Leisure
  • Construction

The above list is not intended to be all-inclusive.