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Ann Reading Joins Rodman & Rodman, P.C.

Ann Reading, a resident of Wayland, has joined Rodman & Rodman P.C., a firm of Certified Public Accountants and business strategists catering to clients throughout New England. Ms. Reading has been appointed as Administrative Assistant and will work at Rodman & Rodman’s Newton office.

In her new position, Ms. Reading will be responsible for office administration as well as billing, tax return assembly, deposits, ordering and more. Previous to Rodman & Rodman, Ms. Reading spent nine years working in the Service Department at Lee Imported Cars of Wellesley. She is a graduate of Dover-Sherborn High School.

For more information about Rodman & Rodman, visit rodmancpa.com.

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. 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, visit their website at www.rodmancpa.com or contact (617) 965-5959.

Ann Reading

Ann Reading Joins Rodman & Rodman, P.C.Read More

Bobby Newcomb Joins Rodman & Rodman, P.C.

Rodman & Rodman P.C., a firm of Certified Public Accountants and business strategists catering to clients throughout New England, recently appointed Bobby Newcomb, a native and resident of Quincy, as Staff Accountant.

Mr. Newcomb will work out of Rodman & Rodman’s Newton office and provide accounting and tax services to corporate and individual clients. Prior to joining the Rodman & Rodman team, Mr. Newcomb served as a Financial Analyst in Accounts Payable at Boston Scientific Corporation.

Mr. Newcomb holds a Bachelor of Science degree in Accounting from Johnson & Wales University in Providence, RI and is a member of the Massachusetts Society of Certified Public Accountants (MSCPA). He will take the CPA exam later this year.

In his spare time, Mr. Newcomb is the assistant coach of Johnson & Wales golf team and is very active in the university’s community.

For more information about Rodman & Rodman, visit rodmancpa.com.

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. 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, visit their website at www.rodmancpa.com or contact (617) 965-5959.

Bobby Newcomb

Bobby Newcomb Joins Rodman & Rodman, P.C.Read More

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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Holiday Help on the way for ARC of Greater Plymouth members in need

The ARC of Greater Plymouth members in need will be getting a helping hand with holiday grocery costs. Damon, Topham & Company, LLC of Marshfield is underwriting the cost of 40 gift cards valued at $25 each.

“The holiday season reminds us to be grateful for what we have and to share that bounty,” noted John Topham, co-founder of Damon, Topham & Company, LLC. He added, “Once again we are working with the ARC of Greater Plymouth to brighten the lives of neighboring families.”

Founded in 1966, the ARC of Greater Plymouth is a private, non-profit membership organization for people with mental retardation and related developmental disabilities and their families. The organization serves Carver, Duxbury, Halifax, Hanover, Hanson, Kingston, Marshfield, Pembroke, Plympton and Plymouth. For more information, visit their website at www.thearcofgp.com or contact 508-732-9292.

About Damon, Topham & Company

Damon, Topham & Company, LLC, are Certified Public Accountants and Business Development Advisors. Utilize the “Damon, Topham Advantage”- go beyond the traditional services of auditing, accounting and taxation. Damon, Topham & Company provides business valuation, estate, individual and corporate tax planning and savings, financial planning, consulting and financing solutions for you, your business and your family. A full service multi disciplined firm, Damon, Topham & Company has been serving the South Shore for over 20 years.

Damon, Topham & Company, LLC, is located just off Route 139, 475 School St., Suite 8, Marshfield, MA. For more information, please visit the company’s website at www.damtopcpa.com.

Holiday Help on the way for ARC of Greater Plymouth members in needRead More

Rodman & Rodman to Speak on Topic of “How Much is Your Business Worth” at Seminar on November 17th at the Newton Library

 

John P. McGovern, CPA, CVA, ABV

On Wednesday, November 17, 2010, Rodman & Rodman P.C., will speak to the Newton Retirement Planning Club on the topic of “How Much is Your Business Worth” at 7:00 p.m. in the Trustees Room of the Newton Library, located at 330 Homer Street in Newton. This seminar is open to the public and there is no cost to attend.

The seminar will be led by John P. McGovern, a CPA and Certified Valuation Analyst (CVA) at Rodman & Rodman, PC. He is Accredited in Business Valuation (ABV) and has over 20 years of experience in valuing privately held businesses in a number of different industries.

McGovern will discuss the importance of obtaining business valuations on a regular basis. Through business valuation, business owners gain a better knowledge of their assets versus liabilities as well as asset values for loan, divorce and estate planning purposes.

A business valuation performed by a qualified professional such as McGovern has the benefit of reducing uncertainty with respect to the issues of fairness, litigation defense and protection from taxing authorities who often challenge valuations that are not prepared with due professional care.

To reserve your seat at the “How Much is Your Business Worth” seminar, RSVP to Coordinator Richard Suder at 617-329-1185 or richard.suder@yahoo.com.

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 offices in Newton and Braintree, Rodman & Rodman focuses on strategic planning – going beyond traditional accounting services and taking a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth.

Rodman & Rodman P.C has been listed in the Top 50 Firms by the Boston Business Journal and they have been 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 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.

Rodman & Rodman to Speak on Topic of “How Much is Your Business Worth” at Seminar on November 17th at the Newton LibraryRead More

Newburg & Company, LLP Expands and Relocates to Waltham Woods Corporate Center to Accommodate Rapid Growth

Newburg & Company, LLP, one of the leading CPA firms in the New England area providing tax and accounting services for businesses and high net worth individuals, has recently relocated their corporate office from Wellesley to the state-of-the-art Waltham Woods Corporate Center located at 890 Winter Street, Suite 208 in Waltham.

Newburg & Company joins fellow tenants Microsoft, Atlas Ventures, Avaya and others in the 180,000 square foot building, occupying 11,520 square feet of first class office space, which is almost twice the size of their previous space.

“The new space positions us for continued future growth, while offering a more collaborative workspace that will further enhance the client experience,” noted Howard M. Newburg, Managing Partner at Newburg & Company, LLP. The company has expanded to 27 employees.

Newburg & Company has been providing comprehensive tax, accounting and consulting services to businesses and individuals for more than 25 years. The firm experienced significant growth over the last three years which led to the need for additional space. Newburg’s staff has grown to a total of 27 professionals and the company is in the process of recruiting additional CPAs.

About Newburg & Company, LLP

Founded in 1984, Newburg & Company, LLP is a full-service CPA firm providing tax planning, tax compliance, audit/accounting services, business valuation, and other management advisory services such as forensic accounting and litigation support. Newburg’s expert team of Certified Public Accountants (CPAs), Certified Valuation Analysts (CVAs) and Chartered Financial Analysts (CFAs) provide comprehensive services to a wide range of clients including businesses and high net worth individuals. They have a diverse client base and industry experience in areas such as high tech, retail , restaurant, manufacturing, distribution, bio-tech, condo associations and other industries.

The Company is headquartered at 890 Winter Street, Suite 208 in Waltham. For more information, contact (781) 884-4100 or visit the website at www.newburg.com .

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Rodman & Rodman CPA to Hold “How Much is Your Business Worth” Seminars in Braintree and Newton

Rodman & Rodman, P.C., Certified Public Accountants and Business Strategists, will hold a seminar in September geared towards entrepreneurs, family-owned businesses and small ownership groups entitled “How Much is Your Business Worth”.

The seminar will be held on the following dates from 7:30 a.m. to 9:30 a.m.:

· Tuesday, September 15th at Rodman & Rodman offices located at 3 Newton Executive Park in Newton

· Tuesday, September 22nd at Rodman & Rodman offices located at 25 Braintree Hill Office Park in Braintree

Light refreshments will be served.

The seminar will cover:

· How businesses are valued.

· Why businesses are valued that way.

· Rules of thumb.

· The types of buyers that are out there.

· Why goodwill is important.

· The only way the actual value of your business can be determined.

These seminars will be led by John McGovern, CPA, ABV, CVA, Partner at Rodman & Rodman. McGovern performs business valuations for small and medium-sized businesses and will provide attendees a good understanding of the basics of business valuation. He will also answer questions that business owners may have about valuation principles specific to their industry or their unique situation.

“These seminars are ideal for anyone who is considering restructuring, selling or transferring ownership in their business. Understanding the principles will help business owners manage their business better and manage their financial future with greater certainty. This is the first in a series of seminars that we think business owners will find extremely beneficial,” explained McGovern.

To register for a seminar, contact Jen Minor at Rodman & Rodman at (617) 965-5959 or email jen@rodmancpa.com.

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.

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 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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