Sheree Rosende
providing calm after a storm
providing calm after a storm
Clarity reigns amidst complex systems.
You work hard for what you have.
We work harder to help you keep it.
Order emerges from chaos.
With the right team by your side, you're protected.
Pathways through intricate bureaucratic spaces is our specialty.
When the unexpected is prepared for, you can weather anything.
Unlike traditional firms, Sheree Rosende is a concierge model service that doesn't just crunch numbers. The delicacy of navigating subtle intricacies of tax law and localities in all 50 states to uncover opportunities and shield our clients is paramount.
Our team includes a 20 year UHNW Property Manager with a client list that covers both the East and West coasts, catering to celebrities, UHNW international business and entertainment professionals.
Personalized tax solutions with precision leave a legacy dating back to 2010. We're committed to illuminating the path to financial clarity, ensuring that taxes become an opportunity, not a burden.
Our bespoke approach and a deep understanding of high net worth individuals, families and business industry-specific nuances, sets us apart in a field where one-size-fits-all solutions often fall short when looking at an upside-down world after more frequent natural disasters.
35+ years of experience as a Certified Public Accountant, specializing in:
· Disaster relief
· Personal properties and investments
· Individuals and contractors
· Contractor organizations:
· Electrical
· Plumbing
· Home building
· Property management
· Real estate and rental property expertise
· Non-profit organization experience:
· Financial statements
· Budget vs. actual analysis
· Serving on multiple boards, including Treasurer/CFO for Angel Flight Soars
· Specialized knowledge:
-Restaurants with calculation of Cost of Goods Sold & Labor %
· Casualty losses
· Safe harbor rules (from living in Zone A)
· Proactive tax planning services:
· Marginal tax bracket analysis
· Alternative minimum tax guidance
· Investment tax expertise
· Transaction timing advice for buying/selling rental properties and investments
· Calculating basis for property sold
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