| Our Professional Expertise |
Our audit and accounting services include:
Audits, reviews and compilations of financial statements
Audits of employee benefit plans
Budgeting and cash flow projections
Year-end profit planning and budgeting
Assistance with obtaining financing
We consider our audit and accounting services a tool in better understanding our clients businesses. Our firm goes beyond mere financial reporting, providing an added value to our services.
Our tax and compliance services include:
Business structure planning and entity selection
Trust and estate planning and compliance
Mergers and acquisitions
Reorganizations
Private foundations
Export companies (DISCs)
Inter-state tax planning and compliance
We take pride in providing comprehensive tax services that are customized to the unique needs of each client. With specialists in many different tax areas, we offer a significant depth of resources. With a clear understanding of your business and objectives, we can develop strategies to substantially save taxes.
Our consulting services include:
Transactional advisory services
Financial services
Tax planning for domestic companies with an international presence
Valuation and cost segregation support
Forensic accounting
Budgeting, forecasting and working capital management
Litigation and arbitration services
Exit planning and implementation
Operational restructuring
CFO services
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| Retail Industry |
As a full-service accounting firm with an emphasis in retail, we help relieve our clients of most of the burden of the day-to-day bookkeeping and accounting work, and to furnish to the retailer timely and accurate statements and reports to assist in making business decisions. These services provide and interpret financial information to tell clients what's going on in their business.
Our services to the retail industry include:
Income tax planning and return preparation
Inventory scheduling
Industry benchmark reporting
Sales tax preparation
Set up internal controls to help prevent theft
Assistance in analyzing financial statements
Improving and streamlining your inventory control
Capital sourcing
Assistance in the preparation of the offering document
Audits for the entity
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| Franchising |
Janover Rubinroit, LLC offers a full array of business consulting services to help maximize the profitability of your franchise system.
Our franchising services include:
Employee benefits management
Determining the financial terms of your franchise relationship
Review of your existing systems, procedures and controls
Determining a typical franchisee's investment to get started and a realistic return on investment
Quality control and compliance
On-going franchise implementation, consulting and assistance.
Assistance with non-compete, non-solicitation and confidentiality issues
Analyzing and ascertaining the financial strength of the franchisor
Determining whether or not royalty and advertising fees are reasonable
Picking a franchise system that is best suited to prospective franchisee's investment resources and goals
Monitoring compliance with franchise agreement
Preparation and monitoring of tax returns and payments
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| Manufacturing and Wholesale Distribution |
Janover Rubinroit, LLC recognizes that the needs of manufacturers and wholesale distributors are often unique. We have the resources to provide superior, specialized service to companies in these industries.
By understanding the need to monitor our clients businesses, we can correctly identify problem areas and assist in the development and implementation of solutions.
Our services to these industries include:
Review of internal controls
Tax planning and compliance
Mergers and acquisitions, buy/sell agreements, and structuring your business to manage your risks and tax liabilities
Operational improvement
Business transition
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| Real Estate Industry |
Whether you are a developer, owner, manager or investor, Janover Rubinroit, LLC has the extensive experience to assist you in navigating the complex accounting and governmental regulations and tax laws that are inherent in the real estate industry.
Our services to the real estate industry include:
Audits, reviews and compilations
Tax reporting and compliance services
Cash flow analyses and forecasts
Compilations of financial projections for use in acquisitions and refinancing
Cost segregation analysis
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| Professional Firms |
Janover Rubinroit, LLC has a long history of caring for the business needs of medical, legal and other professional services firms.
Our services to professional firms include:
Review of member, partnership, and shareholder agreements
Retirement analysis and implementation of plans
New partner consulting services
Development and review of banking relationships
Review and reconciliation of attorney escrow accounts
Entity structuring
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| Sports, Arts, and Entertainment |
Our firm is dedicated to servicing the sports, music and entertainment industry. Individual clients of Janover Rubinroit, LLC include world renowned athletes, singers, and actors/actresses.
We also have extensive experience in servicing record companies. We have audited the financial statements of numerous music companies including those partaking in an initial public offering. Our professionals specialize in helping our clients take advantage of the provisions in the tax code that provided unique benefits and opportunities to the recording industry.
Our services to these industries include:
Coordinating our advice with the professional agent and other service providers
Providing business management services to individuals and loan-out companies and other entities in the entertainment industry.
Tax preparation, projections, and all dealings with taxing authorities.
Reconciliation of W-2's and 1099's, minimizing any unnecessary correspondence with the IRS and to make sure that you received all of your income.
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| Family Businesses |
The family business is the backbone of Janover Rubinroit, LLC. We understand that the dynamics of family-owned businesses are complex and different from those of other business entities. We excel at being your most trusted business advisor by providing guidance as to the growth and profitability of your business, even if this requires getting family members to move beyond their differences to focus on the common goals they share.
Our family business services include:
Estate planning and wealth preservation
Optimization of family tax issues
Forming and advising family limited partnerships
Succession planning and the transferring of ownership
Brokering the sale of the business
Performing due diligence related to mergers and acquisitions
Creating compensation strategies
Establishing and reviewing pension, profit-sharing, 401K and other retirement plans
Sales and use, rent and payroll tax compliance
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| Trusts and Estates |
Each successive generation continues to accumulate more wealth than the prior one. Our goal is to ensure that your wishes are properly outlined and carried out.
Our professionals will help you avoid the most common estate planning mistakes such as incorrect property ownership, not planning for the marital deduction, selecting the wrong retirement distribution method, not planning for payment of estate taxes, incorrect ownership of life insurance, using the wrong life insurance product, and not following up the initial plan.
Our trust and estate services include:
Complete analysis of your financial position
Examination of your liquidity Outlining the costs of benefits of each planning alternative
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| Employee Benefit Plan Compliance |
As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center, we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements, which include designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.
With over 10 years of experience, we presently perform employee benefit plan audits for of over 20 firms. We plan and execute our audits in a way that maximizes audit efficiency and quality. Our goal as Janover Rubinroit, LLC is to continue to enhance our quality initiatives within our employee benefit plan audit practice so that we deliver the highest quality audit services possible.
Our employee benefit plan compliance services include:
Pension, health and welfare, and 401(k) plans subject to the Employee Retirement Income Security Act (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL).
Consulting services related to employee benefit plans
Investment advisory services
Preparing IRS Form 5500 and summary annual reports
Specialize in limited scope 401K plans
Valuation services of unique types of investments including master common trusts, insurance contracts (guaranteed and synthetic) and derivatives.
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| Government and Not-For-Profit Entities |
Janover Rubinroit, LLC has substantial experience in providing services to governmental and not-for-profit entities. We are well versed in generally accepted government auditing standards (Yellow Book) and auditing and accounting standards for housing projects subject to the regulation of the U.S. Department of Housing and Urban Development (HUD), so that we can offer the best services to governmental and not-for-profit entities.
Our services to governmental and not-for-profit entities include:
Annual financial audits including compliance audits, where applicable
Electronic submission of financial statements
Budget preparation assistance
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| Personal Financial Planning |
We offer comprehensive personal financial planning services by combining the quantitative data with the qualitative information we gather from discussions with you. We develop a plan that makes sense and takes into account your time and financial constraints while ensuring that you can reach your long-term financial goals.
Our personal financial planning services include:
Investment planning
Retirement planning
IRA and Roth IRA planning
Estate planning
Tax planning
Insurance analysis
College funding
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| FINOP Services and Broker/Dealers |
Janover Rubinroit, LLC is among the leading providers of services to the securities and commodities industry. We provide planning and regulatory advice relating to private placements and investment partnerships, brokers/dealers, security transactions, and public offerings.
Successful businesses have turned to outsourcing as an innovative way to access some of the top professionals in their fields. Many companies are finding out first-hand that outsourcing significantly reduces overhead while maintaining or exceeding the level of personnel they can afford on payroll.
Our financial opportunity and broker/dealer services include:
Outsource FINOP Services
Audits
Net Capital Requirements
Structure Management
Hedge Funds and Investment Partnerships
Private placements
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