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Tax Planning and Preparation

The foundation of tax expertise at Gelman, Rosenberg & Freedman is personal attention. Every client benefits from our attentive experts who listen closely to learn more about your particular tax situation. With that information, we apply our knowledge of current tax law to minimize tax liabilities and ensure that you benefit from every option to save. When it comes to tax planning and preparation, you need someone to help identify and take advantage of a full range of tax-saving strategies.

Our tax services include planning and preparation for:

We follow changes in tax laws throughout the year and alert you to developments that could have a significant impact on your finances. We will also represent you in the event of an IRS audit.

I found Jackie to be an auditor who was willing to provide me with great guidance year round to support our mission

Gigi Godwin |  President & CEO
The Montgomery County Chamber of Commerce