Sophisticated & State of the art

tax planning & compliance

Providing timely, personal attention in the fast-paced world of tax planning and compliance is critical to your business. Our goal is to assist you in achieving the most favorable tax position within the context of proper business and current tax law.

Our client base has given us exposure to very complex federal, state, local and international tax issues. We have even been involved at the highest levels within the Treasury Department of the United States, working with industry associations and leaders to enact new tax laws and solutions.

Our sophisticated and state-of-the-art research technology and associations allow us to handle just about any tax situation you may face.

Our Tax Services

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  • Tax Planning & Compliance for Businesses and Individuals
  • Multi-state Taxation
  • Estate Planning for High Net Worth Individuals
  • Tax Returns for International Investments and Partnerships
  • Representation Before Federal, State and Local Taxing Authorities for all Types of Tax Issues
  • Cost-Segregation Studies
  • Repair and Maintenance Studies
  • Section 179D Studies
  • Energy Tax Credit Studies

Meet Our Firm Leader of Tax Services

Dama Hergner, CPA

“Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning.” – Albert Einstein

After graduating with her bachelor’s degree in accounting from the University of Central Florida in 2006, Dama had an opportunity to join the Rosenfield and Company team. She is a licensed CPA in the State of Florida. Dama has provided services such as bookkeeping, consulting, project management and attestation; however, today she is solely focused on the tax needs of the firm’s clients.

what our clients say

Client Insights