Business Details
Trusted Accounting and Tax Services in Clayton, MO
Our firm has been dedicated to providing efficient, expert accounting solutions since our founding. With decades of combined experience, our team of certified professionals serves businesses and individuals with personalized attention and comprehensive expertise. We specialize in accounting, tax planning, estate management, and business consulting, ensuring clients receive the full resources of a large firm while maintaining a personal touch. Our staff stability and deep industry knowledge allow us to deliver consistent, reliable service tailored to each client's unique needs.We are committed to minimizing tax liabilities, protecting assets, and offering strategic financial guidance to help clients achieve long-term success. As members of professional organizations like AccountantsWorld and the MO Society of CPAs, we uphold the highest standards of integrity and excellence in all our services.
Services
Accounting Services
Tax Preparation
Estate Planning
Payroll Services
Financial Forecasting
IRS Representation
Bookkeeping
Business Consulting
Sales Tax Services
Compilation Services
Highlights and features
- We offer over 30 years of practical experience in accounting and tax services.
- Our team provides personalized, professional service with consistent client relationships.
- We deliver comprehensive solutions including estate planning and business consulting.
- Our staff maintains expertise in GAAP-compliant financial reporting and tax law.
- We combine the resources of a large firm with localized, tailored attention.
Associations and certifications
- AccountantsWorld
- MO Society of CPAs
Services
Accounting Services
Our accounting services include receivables/payables management, GAAP-compliant financial statements, and custom managerial reports. We ensure accurate record-keeping for banks, investors, and internal decision-making. Our expertise supports small to medium businesses in maintaining transparent financial operations.
Tax Preparation
We prepare federal, state, and local tax returns for individuals, businesses, estates, and trusts. Our team stays updated on tax law changes to ensure compliance while minimizing liabilities through strategic planning and due-date monitoring systems.
Estate Planning
Our estate planning services focus on minimizing tax liabilities and protecting heirs through tailored strategies. We handle estate/gift tax returns, trust management, and succession planning to safeguard your assets for future generations.
Business Consulting
We advise on business acquisitions, market conditions, and financial analysis. Our consulting helps owners optimize sales terms, operational efficiency, and long-term strategic planning with data-driven insights and industry expertise.
IRS Representation
Our firm provides full IRS and state tax audit representation. We negotiate Offers in Compromise and implement compliance systems to resolve tax issues while protecting client interests through expert legal and financial advocacy.
People
Neil Packman
Sole Owner
With over 30 years of business experience, Neil Packman leads Rosenthal Packman as sole owner. He specializes in accounting, tax planning, and client relationship management, ensuring personalized service and strategic financial guidance.
Laura Stefacek
Laura Stefacek contributes to the firm's operations with expertise in accounting and client services. Her role focuses on delivering accurate financial solutions and maintaining the firm's commitment to client satisfaction through detailed, professional support.
Joan Balser
Joan Balser supports the firm's accounting and tax services. She works closely with clients to ensure compliance and financial clarity, leveraging her experience to maintain the firm's standards of excellence and personalized attention.
Questions
What accounting services do you offer?
We provide full accounting services including receivables/payables, payroll, GAAP financial statements, and managerial reports tailored to business needs.
Do you handle tax planning and preparation?
Yes, we prepare all federal/state tax returns and offer year-round planning to minimize liabilities for individuals and businesses.
Can you assist with estate planning?
We specialize in estate tax reduction, trust management, and succession planning to protect your assets and heirs effectively.
What business consulting services are available?
Our consulting includes acquisition analysis, market evaluation, and financial strategy to optimize business growth and decision-making.
Do you represent clients during IRS audits?
Yes, we offer full IRS/state audit representation and negotiate tax debt resolutions through Offers in Compromise.
Reviews (3)
James Arthur
Nov 12, 2021
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We love Rosenthal Packman! They prepared our taxes for the first time 10 years ago and we've been with them ever since, even though we now live in Maryland. The team at Rosenthal Packman do good, careful work and extremely knowledgeable; they're also very responsive to questions, both over email and over the phone.
Rich Wooten
May 29, 2021
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Rosenthal Packman & Co have prepared our taxes for 2-3 years. They are outstanding. I love that I can drop off the documents with them and they take care of everything.
Terry Hammer
Feb 06, 2018
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The team at Rosenthal, Packman & Co. is THE MOST PROFESSIONAL CPA firm we've ever dealt with. Professional, responsive, and knowledgeable. We depend on Joan & Neil's expertise for our business and personal tax needs. They know us AND our business. A+++++
