Adam was very helpful when I needed to convert my sole proprietorship to an S-corp. He is proactive about setting up tax planning meetings, and he's efficient with our meeting time. He set us up...
Adam R Rosenberg & Company
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Adam R Rosenberg & Company in Encinitas, CA offers personalized CPA services focused on strategic financial planning to help clients achieve their goals. With over 30 years of experience, their team provides proactive advice on tax minimization, cash flow optimization, and wealth preservation.
Catering to both business and personal financial needs, their services include tax planning, business operations analysis, retirement planning, and specialized Covid-19 related accounting solutions. Clients benefit from tailored wealth planning strategies to secure their financial future.
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Reviews
I was a loyal customer for 10 years. Then 1 month before tax filing deadline I was told that the firm will not be able to file my return and I need to find accountant elsewhere. Client be aware...
Rude, dismissive and never responded to questions. Short tempored and arrogant. Never did the job requested and left client hanging without answers.
I am having had Rosenberg for almost thirty years and having had been happy with his work.
Staff is terrible they forget to file paperwork with IRS now penalty's are mounting. Adam signs returns they says he doesn't IRS has questions he won't answer.
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