Rogers Laban, P.A.

OUR TEAM IS FOCUSED ON CLIENT CONCERNS
AND NEEDS AND OUR RELATIONSHIPS
STAND THE TEST OF TIME.

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The menu of services Rogers Laban, CPA’s & FINANCIAL CONSULTANTS, provide includes the following:

Tax and Tax Consulting
Financial
Small Business
Other Services

Tax & Consulting

Rogers Laban, CPA’s & FINANCIAL CONSULTANTS, is proactive in providing tax and tax consulting services that are tailored to meet the needs of businesses and individuals. We take pride in the quality of services we provide and will work closely with you to ensure you are satisfied. A partial listing of services includes:

Selecting and setting up preferred business entity
Corporation – “C” or “S”
Conversion of LLC to “S”
Preparation of returns (Corporations, Partnerships, Limited Liability Companies and Individuals)
IRS/State Representation
Implementing New Regulations
Retirement plans (401K, Simple IRA, Profit Sharing, etc.)
Trusts and Estates
Multi-state Taxation
Liquidations

Financial Services

ROGERS LABAN, CPA’s & FINANCIAL CONSULTANTS, provides comprehensive financial services to businesses and individuals. This segment of our practice, as well as the others, is built on a foundation of superior personalized client service with the primary objective being to build lasting relationships. Our services are based on independence, objectivity, disclosure and trust.

As you know, taxes affect the results of most of the investment decisions you make and the types of investment returns affect your taxes, so it is important for you to Ask Your CPA for advice. A partial listing of assistance follows:

Investments
- Asset Allocation and Portfolio Design
- Customized Asset Management Programs
- Diversification Strategies
- Variable and Fixed Annuities
Retirement
- IRA Rollovers and Distribution Planning
- Income Projection Analysis and Strategies
- Qualified Plan Design and Compliance (401K, Simple IRA, etal)
- Eldercare Strategies
Business
- Buy-Sell Agreements
- Non-Qualified Retirement Plans
- Key Employee Retention
Insurance Analysis and Design
- Life Insurance
- Long-Term Care
- Disability
- Major Medical / Health Savings Accounts

Education Plans
- Education Savings Accounts
- 529 College Savings Plans
- Uniform Gifts to Minors
Income Protection and Asset Preservation
- Disability Protection
- Income Replacement
- Creditor Protection
Taxes
- Income and Estate Tax Planning
- Tax-Advantaged Investing
- Charitable Planning
Estates
- Wealth Transfer and Tax Reduction
- Charitable Gifting
- Trust Design Recommendations

Small Business Services

ROGERS LABAN, CPA’s & FINANCIAL CONSULTANTS, has a small business department that provides various support services. A partial listing of the services includes:

Bookkeeping, including general ledger and compiled financial statements
Computer support
Payroll processing
Payroll and sales tax returns
Tax consultation
Quickbooks consultation

Other Services

ROGERS LABAN CPA’s & FINANCIAL CONSULTANTS, by its nature gets involved in providing services and advice for all types of financial activities and to all types of entities. Other areas of expertise include the following:

Probate administration for estates (we also prepare all required estate and fiduciary tax returns)
Counseling regarding budgets – business and personal
Litigation support
Forensic accounting

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.