At Rogatinsky Holcman, we recognize that the accounting profession has not materially changed in the past century. We take a different approach. We cater to an exclusive client list, providing a level of personalized attention and financial advice formerly reserved strictly for high net worth families.
There’s No Such Thing As One-Size-Fits-All Financial Advice
The biggest reason most people build a relationship with a concierge CPA is to receive highly individualized financial advice and on demand service. They provide personalized recommendations that most CPAs don’t have time for.
Traditional CPAs may only deliver a tax return. They usually do not coordinate with your attorney or financial adviser. As a result, the CPA may have one plan for you, while your financial adviser has another, and your attorney has a third plan. The result is often a financial mess.
Rogatinsky Holcman is a concierge CPA firm. We spend more time getting to know you and diving deeper into your specific goals. We set up regular strategy meetings with your attorney and your financial adviser to analyze the specifics of your situation. As a result, the essential members of your financial team work together, and you benefit from higher-quality guidance targeted to your specific needs.
You Should Be Talking to Your CPA More (and Now You Can)
At first glance, being able to speed-dial your CPA without an appointment may not seem all that important. After all, what do you need to talk about when you aren’t filing your taxes?
Plenty. Every large financial move you make has significant tax ramifications. Whenever you finance a car, close on a new house, or sell an investment property, you make choices that could cost you (or save you) thousands of dollars in taxes.
Unfortunately, most people don’t find out whether they have made a tax blunder until it comes time to file their taxes. By then, it’s too late. But with a concierge CPA, you can know beforehand what steps you need to take to minimize your tax burden.
As concierge CPA’s, Rogatinsky Holcman can also help you set your long-term financial goals, stick to a personal budget and visualize how your current spending will have ripple effects over time.
Concierge CPAs Have Fewer Clients for a Reason
Most traditional CPAs may deal with up to 300 clients or more at a time. Because these CPA offices are slammed, they must process the tax returns as quickly as possible. Much of the work they do for their clients is actually handled by the staff who prepare the return based on the contents of the file.
The CPA then reviews the items for correctness, and makes recommendations for the future whenever possible. But by that point, they are more properly recording historical transactions, and there isn’t much planning that can be done after the fact.
Concierge CPAs operate differently. At Rogatinsky Holcman we limit our practice to about half the number of clients, so that we can devote twice as much time to each one. Our deliberately trimmed-down client list allows us to focus our full attention on each client, not just as a tax preparer, but as an involved member of your financial team.