Stephen G. Rosen CPA, CDFA
Long Beach, New York 11561
Elizabeth NJ 07201
Professional Profile
New York State Licensed Certified Public Accountant with thirty years of
hands-on accounting, auditing and tax experience. I am proficient in
individual, business and trust taxation, auditing and financial reporting.
I am familiar with many industries including construction, real estate,
health care, service organizations, manufacturing, not for profits and
others. I have represented taxpayers before federal, state and local tax
authorities. I am able to take charge of a situation, assess what needs to
be done and complete the engagement independently. In addition to being a
CPA, I am a Certified Divorce Financial Analyst. In this capacity I help
matrimonial lawyers and their clients reach equitable solutions to the
complicated financial and tax issues of divorce. As practitioner, I am
acutely aware of the importance of attentiveness, kindness and civility in
dealing with clients. I am willing to continue to learn and develop
expertise in new areas.
Experience
Stephen G. Rosen CPA Long Beach, New York
Member
February
1997-Present
Two member, peer reviewed firm with a very diverse client base, including
construction, real estate, health care, law firms, not-for-profits and
others. Practice included compilations, reviews and audits, as well as tax
planning and preparation for a wide variety of clients, including
individuals, partnerships, S corps, consolidated C corporations, estate,
gift and trust returns. Merged with Falk, Handel & Rosen LLP (January 2000-
July 2005), and Michael C Allen CPA PLLC (January 2010-March 2011). Sole
Proprietor since March 16, 2011
Glass & Shiechel, CPA's LLP
Hicksville, New York
Manager - medium firm
November 1988-February 1997
Medium- sized peer reviewed firm with concentration of clients in the
construction industry. Duties included the planning and supervision of
audits and reviews and preparation of the respective tax returns and
financial statements (percentage of completion method) for clients in the
construction, importing, manufacturing, and other industries, as well as
small business services. Prepared individual, partnership, corporate tax
returns.
Greene & Co, CPAs
New York, New York
Senior Accountant-small firm
January 1982-November 1988
Performed compilations, reviews and audits of construction contractors
(utilizing percentage of completion and completed contract method, where
appropriate), and other industries. Tax work included individual,
partnership and corporate returns.
Education
Queens College (CUNY)
Flushing, New York
BA in Accounting
June 1981
Member:
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Institute of Divorce Financial Analysts
Association of Divorce Financial Analysts
Miscellaneous
Computer programs: Quickbooks, ATB, Excel, Word, Lacerte, Prosystem,
Proseries, TPS Time and Billing, and other accounting, tax and word
processing software.
Former Trustee, Temple Israel, Lawrence NY
Former soccer coach, Hewlett-Lawrence Soccer Club