ROMER & CO

Description

No one can predict the future perfectly, but we can all benefit from planning for it. Romer & Company, PC combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Romer & Company is a relaxed, professional organization that has been in business for over 25 years. Our staff consists of five professionals and five support staff. We offer flexibility, allowing people to accomplish both professional and personal goals.

Romer & Company was founded in 1980 and since then have been helping our clients be more effective and achieve their goals while maximizing opportunities for tax savings. Twenty-plus years of providing services has brought us wisdom that you can't get from a book or paper-just a lot of life experience that helps us better advise our clients and identify and meet their needs.

Typically, yes because it is considered income with regards to the decedent. The tax is due by the recipient because the deceased had not paid the distribution's income tax. You may be entitled to a deduction for a segment of the estate taxes paid, if the account's value was incorporated in the estate tax return of the decedent.

Choosing and administering benefit plans for your employees is often a complex process. Romer & Company, PC can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

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