Whether you are seeking assistance with your personal or business finances, we offer a full array of services, all based on strong accounting and finance knowledge and a history of helping clients achieve their goals.
Click on the two tabs below to learn how we can help with your financial planning and accounting needs.


Financial Planning

Our financial planning services are customized based on each client's needs. We work with you first to identify your specific life goals, and then we create a comprehensive financial plan to help you achieve those goals. 

Depending on your needs, our team can assist with retirement planning and estate planningcollege funding, and selecting products such as life insurance, long-term care insurance, and disability insurance. In addition, our deep knowledge of taxation rules can help you take advantage of Individual Retirement Accounts—including Roth, simple, and rollover IRAs—and  other planning options, as well as help manage fund distribution, balance your income once you've reached retirement, and prepare estate and trust returns.


With more than four decades providing trusted tax planning and preparation services to clients in Bala Cynwyd, PA,and the surrounding Philadelphia area, all of our financial planning advice is rooted in our strong accounting background. We offer comprehensive tax planning and preparationservices to individuals, corporations, S corporations, partnerships, and LLCs. 


Our dedication to helping small business owners succeed financially is supported by our QuickBooks certification. As an Advanced QuickBooks Certified ProAdvisor, we are available to help get you up and running on the software, and integrate the use of the program into your daily bookkeeping activities. As your financial advisors, we can then pull data directly from your QuickBooks program to assist with tax preparation and other financial business services.

Forensic Accounting

Rosenfelt, Siegel & Goldberg offers Forensic Accounting and Litigation Support Services that include:

  • Investigation to detect, quantify, and document evidence of suspected fraud
  • Coordination with legal authorities to prepare the case for civil restitution and criminal prosecution
  • Evaluation of internal controls to prevent and detect fraud and other illegal activities
  • Quantification of the direct and indirect impacts of fraudulent activities