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Rodman & Rodman’s Community Outreach Team Caters Meals for Rosie’s Place

Rodman and Rodman Team at Rosies Place
Rodman & Rodman’s Community Outreach Team serves up meals at Rosie’s Place – Front row: Janine O’Connor, Leah Shanahan, Kate Doherty, Caroline Gosselin, Elysha Sturm. Back row: Tom Astore, Syed Ahmed, Jeremy Eckmair, Marc Scribi

The Community Outreach team at Rodman & Rodman, P.C., an independent accounting and tax firm in Newton, MA, recently catered meals for three days at Rosie’s Place, the Boston based women’s shelter that provides housing, meals, education and support services.

Working under the supervision of Rosie’s Place Dining Room staff, Rodman’s Community Outreach team of nine prepared and served meals to approximately 150 women in need on each of the three days. Rodman also financially underwrote the cost of the nutritious meals.

“Catering and serving meals is their greatest volunteer need. A large part of Rodman & Rodman’s company culture revolves around our Community Outreach Program, which encourages staff to give back and get involved by helping others,” noted Steve Rodman, president.

He continued, “We were honored to be able to help out at Rosie’s Place.”

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms” and named Accounting Today’s Best Accounting Firms to Work for, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. The Rodman & Rodman “Green Team” is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. that serves clients throughout the U.S.  The company is Green Business Certified. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

 

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Rodman & Rodman P.C. of Newton Honored as 2014 Accounting Today’s Best Accounting Firms to Work For

Steve Rodman, CPA, MST, president
Steve Rodman, CPA, MST, president

Rodman & Rodman, P.C. , an independent accounting and tax firm based in Newton, MA with a Renewable Energy and Cleantech specialty practice serving clients throughout the U.S., has recently been honored as one of the 2014 Accounting Today’s Best Accounting Firms to Work for. This is the fourth year that Rodman & Rodman has received this distinction.

The 2014 Accounting Today’s Best Accounting Firms to Work for annual list was created by Accounting Today and Best Companies Group to identify, recognize and honor the best employers in the accounting industry, benefiting the industry’s economy, workforce and businesses. The list is made up of 100 companies.

Companies from across the United States entered the two-part survey process to determine Accounting Today’s Best Accounting Firms to Work for. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25 percent of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75 percent of the total evaluation. The combined scores determined the top companies and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.

Rodman & Rodman’s growing team is led by three partners: Steven P. Rodman CPA, MST, president; Kathy Parker CPA, MST and Thomas Astore CPA, JD.

“We are committed to providing our staff of dedicated professionals with a very positive and engaging working environment along with many opportunities for career advancement. We’re delighted to receive this honor,” noted Rodman.

For more information on Accounting Today’s Best Accounting Firms to Work for program, visitwww.BestAccountingFirmsToWorkFor.com.

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms,” Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. The Rodman & Rodman “Green Team” is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. that serves clients throughout the U.S.  The company is Green Business Certified. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

 

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Leah Shanahan, CPA Promoted to Manager at Rodman & Rodman P.C. of Newton

Leah Shanahan, CPA
Leah Shanahan, CPA

Rodman & Rodman, P.C., an independent accounting and tax firm located in Newton, has promoted Leah Shanahan (formerly Schlegelmilch), a Certified Public Accountant, to Manager.

Ms. Shanahan previously held the position of Supervisor for seven years. In her new role as Manager on Rodman & Rodman’s Business Services Team, she will provide audit and tax services to a diverse client base and help lead the firm’s Software Advisory and Support Team. Ms. Shanahan earned a Bachelor’s degree in Accounting and Management from Fitchburg State College in Fitchburg, MA. As a highly qualified Advanced QuickBooks ProAdvisor, she assists clients with QuickBooks, Peachtree and other small business accounting software in addition to helping them streamline accounting systems.

Ms. Shanahan is a member of the Massachusetts Society of CPAs as well as the American Institute of CPAs (AICPA). She is a resident of Sutton, MA.

For three consecutive years, Rodman & Rodman has been named one of the “Best Accounting Firms to Work For” in Accounting Today.

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms,” Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. The Rodman & Rodman “Green Team” is a specialized renewable energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. that serves clients throughout the U.S.  The company is Green Business Certified. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

 

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Rodman & Rodman P.C. Expands their Renewable Energy and Cleantech Specialty Practice

Rodman & Rodman, P.C., an independent accounting and tax firm based in Newton, MA, has promoted and appointed several staff members to their Renewable Energy and Cleantech specialty practice, known as the “Green Team”, which serves clients throughout the U.S.

Mark Vitello
Mark Vitello, CPA
Elysha IMG_5237finLPcrop-214x300
Elysha Sturm
Kathy-B-IMG_5905FinlpCropped-for-web
Katherine Bautze

Katherine Bautze has been promoted to Marketing Director for the Green Team and will develop and implement communications programs that manage the company’s Renewable Energy and Cleantech specialty brand. She will oversee all marketing efforts and external vendors. Previously, she held the position of Marketing Coordinator. Ms. Bautze has more than 20 years of administrative, bookkeeping and managerial experience. She earned a Bachelor of Arts in English from Massachusetts College of Liberal Arts in North Adams, MA, and is a resident of Sudbury, MA.

Mark Vitello, a Certified Public Accountant, has been promoted to Supervisor at Rodman & Rodman and will provide specialized tax advisory services and business strategy to small and medium sized companies. He will serve as the marketing lead on Rodman’s Green Team responsible for building the firm’s brand and client base among companies and organizations involved in renewable energy, cleantech, and energy efficiency. Previously, he held the position of Senior Accountant for two years, and prior to that, Staff Accountant for almost four years. Mr. Vitello holds a Bachelor of Science in Accounting and Information Systems as well as a Master of Accounting and Information Systems (MACIS) at Virginia Polytechnic Institute and State University’s Pamplin College of Business in Blacksburg, VA. He is a member of the Massachusetts Society of CPAs (MSCPA) and he resides in Wellesley, MA.

Elysha Sturm, Staff Accountant, has been appointed to the Green Team and will provide accounting and tax service to renewable energy and cleantech companies across the U.S. She holds a Bachelor of Science in Accounting from Suffolk University and is in the process of pursuing a Master’s degree in Taxation from Suffolk University as well as CPA certification. Ms. Sturm often speaks to undergraduates about career planning and is leading volunteer community outreach initiatives among Rodman staff. She is a member of the Massachusetts Society of CPAs (MSCPA) and resides in Foxboro.

For three consecutive years, Rodman & Rodman has been named one of the “Best Accounting Firms to Work For” in Accounting Today.

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms,” Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. The Rodman & Rodman “Green Team” is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. that serves clients throughout the U.S.  The company is Green Business Certified. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

 

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Kathy Parker, CPA, Partner at Rodman & Rodman Named to Invest In Girls Inc. Board of Directors

Kathy Parker, CPA, MST
Kathy Parker, CPA, MST, Partner at Rodman & Rodman, P.C., an independent accounting and tax firm with offices in Newton and Braintree, has recently been named to the Board of Directors for Invest In Girls, Inc. of Boston.

Ms. Parker has been employed with Rodman & Rodman P.C. for more than 13 years and has risen through the ranks from accountant to senior accountant to Partner. She holds a Bachelor’s degree in Accounting and a Master’s degree in Taxation. In addition to assisting clients with their tax and financial needs, Ms. Parker is a Certified Advanced ProAdvisor for QuickBooks as well as an integral part of Rodman & Rodman’s Green Team, which focuses on projects that promote renewable and sustainable energy.

“Invest In Girls empowers young women by providing them with essential finance and investing knowledge while also mentoring them. In this way, IIG better prepares girls for future leadership roles while also enlightening them about their own financial security. I’m very pleased to have the opportunity to serve as a Board member for this organization,” noted Ms. Parker.

About Invest In Girls, Inc.

Invest In Girls provides young women with a strong financial knowledge base, successful female mentors, and exposure to financial services, equipping them with the skills and confidence they need to become independent and influential women. Invest In Girls provides group financial education workshops, e-mentoring and financial industry exposure to young women. Invest In Girls is based in Boston.

For more information, contact Kathy Parker at Rodman & Rodman (617) 939-8569 or visit the Invest In Girls website at investgirls.org.

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms”, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth. The Rodman & Rodman Green Team is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. that serves “green” clients throughout the U.S. The company is Green Business Certified and in 2010 and 2011 was named one of the “Best Accounting Firms to Work For” in Accounting Today.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education.

Rodman & Rodman, P.C. offices are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, MA. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Rodman & Rodman CPAs Outline 2012 Sales Tax Holiday for Consumers and Retailers

Massachusetts residents will be able to enjoy a Sales Tax Holiday weekend on August 11th and 12th.

“The Commonwealth of Massachusetts will not be collecting the 6.25 percent sales tax on tangible purchases of $2,500 or less that are for personal use,” explains Thomas Astore, CPA, JD, Partner at Rodman & Rodman, P.C. “Business purchases and purchases made by corporations remain taxable. All Massachusetts businesses normally open during this weekend and selling taxable items of tangible personal property are required to participate in this sales tax holiday.”

Rodman & Rodman, P.C., is a CPA firm specializing in tax expertise and business strategy for small and medium sized companies throughout New England and beyond.

According to Rodman, consumers will be able to enjoy tax savings in compliance with the following rules that will be in effect for the weekend:

  • Business purchases are excluded, which also means any purchase made with a business check or business credit card.
  • All services are excluded. Only tangible purchases are eligible. Airline tickets and sporting events are considered services.
  • Motor vehicles (which include ATVs and small motorcycles), motorized boats, telecommunications services (including prepaid calling arrangements and cards), gas, steam, electricity, tobacco products and meals are excluded from the sales tax holiday. But, telecommunications equipment (cell phones and related items for personal use) are eligible.
  • Any single item with a price that is in excess of $2,500 is excluded. If the single item’s price exceeds $2,500, it will be taxed in full. For example a $3,000 plasma TV will be taxed on the entire $3,000 sale price.
  • When more than one item is purchased at the same time, and each item has a price of $2,500 or less, then all of the items may be rung up on one receipt and all the items are tax-free.
  • There is no sales tax on clothing unless the sale price exceeds $175. For an article of clothing exceeding this amount, the $175 will be deducted from the price and the remaining amount will be taxed.
  • If a store coupon or discount provided by a retailer or manufacturer reduces the sales price of the item, the discounted sales price determines whether the sales price is within the sales tax holiday price threshold of $2,500 or less.
  • Prior sales and lay-a-ways do not qualify for the tax-free status under any circumstances.
  • Special order items such as furniture are eligible so long as they are ordered and paid in full on the sales tax holiday weekend, and the cost of each item is $2,500 or less, even if delivery is made at a later date.
  • Internet purchases are exempt from sales tax as long as they do not exceed $2,500 (and meet other criteria) and are made and paid for on August 11 or 12, Eastern Standard Time.

For more information, visit the Massachusetts Department of Revenue at www.mass.gov or for tax questions contact Rodman & Rodman, P.C. At (617) 965-5959.

About Rodman & Rodman P.C.

Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies throughout New England. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth. The company has been named one of the “Best Accounting Firms to Work For” in Accounting Today and is listed in the Boston Business Journal’s “Top 50 Firms”.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education. The Rodman & Rodman Green Team is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C.

The company’s offices are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, MA. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Rodman & Rodman CPA Firm Promotes Thomas H. Astore, CPA, JD to Partner

Thomas Astore, CPA, JD

Rodman & Rodman, P.C. , a CPA firm providing tax advisory services and business strategies for small and mid-size companies throughout New England, is pleased to announce that Thomas H. Astore has been promoted to Partner.

Astore brings over 20 years of experience to Rodman & Rodman’s Tax Department. He joined Rodman & Rodman in July of 2008 as Tax Manager and was promoted to Tax Director in April of 2009.

Astore graduated from Hofstra University, cum laude, and Fordham Law School, cum laude, where he was a member of the Law Review. He has extensive experience in many areas of taxation. Most recently, he has focused on business structuring for medium-sized clients; individual and entity tax planning as well as estate planning.

He also oversees the Rodman & Rodman Green Team, the firm’s specialty practice dedicated to providing alternative energy producers and other businesses that pursue energy efficiency initiatives with expert counsel and services in green energy tax accounting and business strategy.

A native of Long Island, Astore resides in Burlington, MA.

About Rodman & Rodman P.C.

Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies throughout New England. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth. The company is Green Business Certified and in 2010 and 2011 was named one of the “Best Accounting Firms to Work For” in Accounting Today. Rodman & Rodman is listed in the Boston Business Journal’s “Top 50 Firms”.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education. The Rodman & Rodman Green Team is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C.

Rodman & Rodman, P.C. are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, MA. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Rodman & Rodman Honors their Golden Anniversary with Donation to YMCA Camp

Steve Rodman, CPA, MST, President

Rodman & Rodman, P.C. , a CPA firm providing tax advisory services and business strategies for small and mid-size companies throughout New England, is celebrating the company’s 50th anniversary in 2011. The company had planned a golden anniversary gala in Boston this holiday season to celebrate this momentous event, but instead decided a donation to the Old Colony YMCA’s Camp Clark would be the best celebration of all.

Rodman & Rodman has been a long-time supporter of Camp Clark, an Old Colony YMCA sponsored recreation camp for children in Plymouth, MA. “Camp Clark has a strong tradition of encouraging the physical and emotional growth of its campers,” said Steve Rodman, president of Rodman & Rodman, P.C. “We are delighted to continue our support for this organization with a contribution in honor of our 50th anniversary and continued success.”

In addition to Camp Clark, Rodman & Rodman’s good works include donations and participation in events to support The Massachusetts Adoption Resource Exchange (MARE). MARE was founded in 1957 to find “a permanent place to call home” for children and teens in foster care in Massachusetts, including sibling groups and children who are traditionally harder to place.

About Camp Clark

Serving more than 111,000 people in 31 communities in Southeastern Massachusetts, Old Colony YMCA has provided programs, camps and services designed to help people of all ages and abilities build healthy spirits, minds, and bodies. For more information, visit the website at www.oldcolonyymca.org.

About Rodman & Rodman P.C.

Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies throughout New England. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth. The company has been named one of the “Best Accounting Firms to Work For” in Accounting Today and is listed in the Boston Business Journal’s “Top 50 Firms”.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education. The Rodman & Rodman Green Team is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C.

Rodman & Rodman, P.C. are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, MA. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Rodman & Rodman shares “Top 10 Things Your Accountant Wants to Tell You”

FOR IMMEDIATE RELEASE

Larry Rice, CPA

CONTACT: Steven V. Dubin, PR Works, (781) 582-1061, sdubin@prworkzone.com

Local CPAs Share the “Top 10 Things Your Accountant Wants to Tell You”

DATELINE: BRAINTREE AND NEWTON, MASS… As tax season commences, Rodman & Rodman P.C., CPAs and Business Strategists with offices in Braintree and Newton, shares the “Top 10 Things Your Accountant Wants to Tell You” to make filing taxes easier on both the tax payer and the CPA.

Take heed:

1)If your accountant sends you a tax organizer to complete and send in, don’t concern yourself so much with filling in the numbers. Just be sure to answer the questions in the organizer and provide the necessary documents. Answering the questions may raise an issue of importance that needs addressing.

2)Send in your information when you have MOST of it, not all of it. Indicate what is missing and get it in when you have it. Waiting until the last document is received puts more time pressure on your CPA to get more done in less time.

3)Notes are helpful. Anything which helps clarify an issue or that may be a question about an issue, helps.

4)Please be sure to confirm any estimated taxes you paid during the year. This is probably the area where the most misunderstandings occur and mistakes are made.

5)Don’t overvalue your clothing donations. There are guides available to help you value these items. Just because a sweater cost you $100, it doesn’t mean it is worth $50 or more to the homeless gentleman who is grateful to wear it. This is an issue of IRS interest. If you get audited, they’ll be looking at these donations, so be conservative.

6)Extending your return does not make it more likely to be audited. If you know you won’t have it together before April 15th, let your CPA know as soon as possible so an extension can be prepared well ahead of the deadline. Extending early takes significant pressure off everyone involved.

7)Make sure your CPA is aware of major events that could affect your taxes as far ahead of that event as possible. In many cases, once that event passes, the ability to take best tax advantage of it passes with it.

8)Missing documents cost time and money. Keep a folder, envelope or file for documents of a tax nature. When in doubt, put it in this folder and send it. While accountants aren’t crazy about shoe boxes full of receipts, having 30 percent of your information missing is a time killer.

9)If you buy and sell stock during the year, be sure to include a gain or loss schedule on these stocks sold. You may have to ask your broker for that information or oftentimes a schedule is available online.

10)The IRS almost never communicates with taxpayers except through official, mailed correspondence. Never respond to a phone inquiry or email inquiry without contacting your CPA first. You could be at risk for identity theft as theives posing as the IRS will try to obtain your social security number by phone or email.

According to Larry Rice, CPA, Director of Strategic Consulting at Rodman & Rodman, “Many of these tips may seem too simple to make a difference, but essentially, they do. A lot of time is wasted when your accountant has to double back and hound you for additional detail or receipts. Decent record-keeping and good communication are key for smoother and more efficient tax filing all around.”

Rodman & Rodman, P.C.

Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to individuals anbd small to medium-sized companies throughout New England. From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education.

Rodman & Rodman has achieved the designation of “Green Certified Business” from the Institute for Green Business Certification, Inc. (IGBC), demonstrating their outstanding commitment to the environmental health and well-being of the communities they serve. The company has taken the lead in Recycling,Water Conservation, Energy Conservation, Waste Reduction, and Environmentally Friendly Purchasing as well as the environmental elements of the EPA and OSHA regulations.

Additionally, Rodman & Rodman has been listed in the Top 50 Firms by the Boston Business Journal and named one of the “Best Accounting Firms to Work For” in Accounting Today.

Rodman & Rodman Certified Public Accountants are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, Mass. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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