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Roosevelt & West

Tax & Accounting Services

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Accounting

We offer bookkeeping, financial reporting, reconciliations, and monthly accounting support to help businesses stay organized and understand their finances.

Tax Preparation

We provide accurate and reliable tax preparation and filing support for individuals, businesses, and nonprofits, helping clients stay compliant and prepared

Consulting

We provide advisory and consulting support to help clients improve processes, plan ahead, make informed decisions, and manage financial growth.

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From reconciling accounts to managing expenses and tracking income, our team handles the details with precision.

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Roosevelt & West is committed to empowering and encouraging business owners through reliable accounting, tax, and consulting support. Our promise is to safeguard your accounting and tax needs with the utmost reliability and care

At Roosevelt & West, we go beyond providing services—we build lasting relationships rooted in reliability, discretion, and financial clarity.

Meet the CEO

Roosevelt & West provides specialized accounting, tax, and advisory services across the following areas:

Nonprofit Organizations – Form 990, 990-EZ, and 990-PF preparation, bookkeeping, financial reporting, tax-exempt compliance, and IRS support.

S Corporations – Business tax preparation, reasonable compensation guidance, payroll coordination, bookkeeping, tax planning, and shareholder reporting.

Service-Based Businesses – Accounting, bookkeeping, tax preparation, cash-flow management, and financial reporting for professional and service businesses.

SaaS & Technology Companies – Accounting, tax compliance, revenue and expense tracking, financial reporting, and scalable accounting support.

Real Estate – Tax preparation and planning for real estate professionals, investors, landlords, and property owners, including rental properties, depreciation, Schedule E reporting, entity structuring, and property transactions.

Individual Tax Law & Compliance – Individual income tax preparation and planning, complex deductions, investment and self-employment income, IRS notices, prior-year filings, and federal and multi-state tax matters.