Business Details
26 Years
experience
Trusted CPA Services in Salem, MA
At Vu CPA, we are committed to earning your trust and exceeding expectations through comprehensive accounting and advisory services. Established in 2000, our firm combines the personalized attention of a local CPA practice with the expertise typically found in larger regional firms. Our team specializes in tax compliance, business advisory, estate planning, and fiduciary tax services, serving individuals and businesses nationwide. With over 60 years of combined experience, we provide tailored solutions to navigate complex tax laws and optimize financial outcomes. Our principals bring decades of expertise across diverse industries, ensuring clients receive strategic guidance aligned with their unique goals.We prioritize long-term partnerships, offering proactive advice to help clients achieve financial stability and growth. Our services extend beyond traditional accounting, including virtual CFO support, business succession planning, and audit representation. By staying ahead of regulatory changes, we empower clients to make informed decisions and minimize tax liabilities. Our dedication to excellence is reflected in our track record of client satisfaction and repeat business. Whether you're a high-net-worth individual, business owner, or nonprofit organization, we deliver the insights and support needed to thrive in today's dynamic financial landscape.
Services
Tax Preparation
Audit Assistance
Tax Planning
Payroll Services
Advisory Services
Accounting & Attestation
Business Succession Planning
Estate Planning
Fiduciary Tax Services
CFO Services
Details
- Year established: 2000
Highlights and features
- We offer over 25 years of combined experience in tax and accounting expertise.
- Our virtual CFO services provide scalable financial leadership for growing businesses.
- We specialize in complex tax planning for high-net-worth individuals and corporations.
- Our principals hold advanced degrees and certifications in accounting and taxation.
- We provide audit representation with decades of experience resolving tax disputes.
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We handle complex returns, including multi-state, international transactions, and fiduciary matters. With deep expertise in evolving tax codes, we optimize deductions and minimize liabilities while maintaining full compliance.
Advisory Services
We provide strategic advisory services to guide business decisions, including mergers and acquisitions, succession planning, and financial forecasting. Our team offers tailored solutions to enhance profitability and operational efficiency, leveraging decades of industry-specific experience across diverse sectors.
Payroll Services
Our comprehensive payroll services include tax filings, direct deposits, and compliance reporting. We streamline payroll processes to ensure accuracy and timeliness, offering competitive pricing with all-inclusive packages designed to reduce administrative burdens for growing businesses.
Tax Planning
We develop customized tax planning strategies to minimize liabilities and capitalize on incentives. Our approach covers estate planning, business succession, and investment optimization, ensuring clients achieve long-term financial goals while adapting to regulatory changes.
CFO Services
Our outsourced CFO services deliver strategic financial management for businesses needing interim support. We assist with capital planning, risk management, and growth strategies, allowing clients to focus on core operations while ensuring sound financial governance and decision-making.
People
Billy Vu
Managing Principal
Billy Vu, CPA with over 25 years in public accounting, specializes in tax and business advisory for high-net-worth clients. He holds advanced degrees in accounting and taxation and serves on nonprofit boards.
Ronald Rosen
Principal
Ronald Rosen, CPA with 35+ years in public accounting, focuses on tax strategy for businesses and trusts. He has served on local government and credit union audit committees, bringing extensive industry expertise.
Questions
What services does Vu & Rosen CPAs offer?
We provide tax preparation, audit assistance, tax planning, payroll services, business advisory, accounting & attestation, and fiduciary tax services for individuals and businesses.
What differentiates Vu & Rosen CPAs from other firms?
We combine local personalized service with expertise typically found in larger firms, offering tailored solutions backed by over 60 years of combined experience in tax and accounting.
Do you serve clients outside of Salem, MA?
Yes, we serve clients nationwide with virtual services and maintain offices in Salem, Shrewsbury, and Boston, MA for local support.
What industries do you specialize in?
We work with diverse industries including construction, real estate, healthcare, biotechnology, retail, and nonprofit organizations, offering industry-specific tax and advisory expertise.
