Steven M. Rose

BASED ON MY CURRENT WORKLOAD - I AM NOT ACCEPTING NEW CLIENTS AT THIS TIME

Professional Services

LLC & Partnership Returns (Form 1065 Returns)
S-Corporation Returns (Form 1120-S Returns)
C-Corporation Returns (Form 1120 Returns)
Multi-State Returns for Businesses, Individuals & Trusts
Tax Consulting and Planning
Business Start-up Consulting and Planning
Business Sales, Succession and Acquisition Planning
QuickBooks Accounting Software Set-up and Consulting

Individual Tax Returns (Form 1040 & 1040-NR Returns)
Trust Returns (Form 1041 Returns)
Tax Exempt Organization Returns (Form 990 & 990-T Returns)
Private Foundation Returns (Form 990-PF Returns)
Charitable Trust Returns (Form 5227 Returns)
Estate Returns (Form 706 Returns)
Estate and Retirement Planning
Ethics in Government, Financial Disclosure Report Preparation

Education & Experience

Bentley University
Master of Science in Taxation (MST), and
Advanced Professional Certificate in Taxation

University of Massachusetts Amherst
Bachelor of Business Administration in Accounting

Member of the American Institute of
Certified Public Accountants (AICPA) Since 1985

Certified Public Accountant (CPA) Since 1983

Steve Rose

Tax Manager, PricewaterhouseCoopers, LLP

Tax Director, Harvard Management Company

Captain in the United States Air Force
5 Years Active Duty

Lecturer in Taxation
Northeastern University, MA 1989 to 2005

Lecturer in Accounting
Prince Georges Community College, MD 1984