Rootberg Business Services, Inc.Rootberg Business Services, Inc.

Local Firms vs. National Firms

Diversity of experience (not pigeon-holed).

Direct contact with partners and upper management.

Immediate client contact and responsibility.

Relaxed environment.

Local Firm Advantages Ability to advance more rapidly

due to personal recognition.

National Firm Advantages National name recognition. Departmental/Geographical

mobility. Opportunity to specialize in

certain industries. Nationwide training and

career development. Competitive compensation

and more comprehensive benefits.

IRS Relations

Audit*

Compilation*

Review* Retirement PlanCompliance

Attestation*

BusinessReporting Individual Tax Consulting

and Return Preparation

Business Tax Consultingand Return Preparation

Business Client

Accounting Staff Member

Litigation Support

Business and Management Consulting 1120, 1120S, 1065 Strategic Tax

Planning

1040 - Individual

1041 - Trust

EstatePlanning

* All attestation work is performed by Philip Rootberg & Company, LLP.

An Independent Accounting Firm

1040 - Individual Return

1120S - Client’s Business

1065 - Client’s Real Estate

Tax & Estate Planning

5500 - Pension Plans

706 - Client’s Estate

1041 - Client’s Children’s Trust

Individual Client

Tax Staff Member

Integrated AccountingSystems Implementation

Workgroup ProductivitySystems Consulting

End-user TrainingSeminars

Technology Planning

eCommerce eBusinessSolutions

Website Design andAdministration

Network Design &Implementation

Business Client

Business TechnologyStaff Member

Professional Certification(MCSE, CNE, MCP, MCSD)

Continuing Education

Become a Relationship Manager

CLIENT

Benefits Designand Administration

Human ResourceServices

Information TechnologyServices

Valuation Services

Specialty InsuranceProducts and Services

Payroll Services

Worker’s CompensationAdministration Services

Client ResourcesClient Resources

Tax ServicesAccounting Systems,

Advisory Services