Begin, Build, Blossom: Your Business Journey

What’s Changing This Tax Season and Alan Rosenbaum's Journey Behind Nearly 50 Years in Tax

Co-Hosts: Angela & Clarita - A CME Accounting LLC Podcast Season 3 Episode 8

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Guest: Alan Rosenbaum

Episode Host: Clarita 

Today’s guest is Alan Rosenbaum, an Income Tax and Accounting Professional with 47 years of experience working with individuals and small businesses.

His work includes Personal, Corporate, Fiduciary, and Estate Taxes, as well as Sales Tax, Payroll Tax Preparation, and Business Incorporations. A guiding principle in his practice has been:

“People don’t care how much you know, until they know how much you care.”

In this conversation, Alan shares what he’s learned across nearly five decades in the field and offers practical perspectives on tax season, business operations, and the changing landscape for both tax professionals and small business owners.

In This Episode, We Discuss:

• How he started in tax and accounting and the lessons learned over the years
 • The role word-of-mouth plays in sustaining a service-based business
 • How small business owners can prepare for tax season and reduce year-end stress
 • Updates introduced by the “Big Beautiful Bill” and what they may mean for taxpayers
 • Ways bookkeepers and tax professionals can work together to support their clients effectively

Looking for guidance on what to do before December 31 to prepare for tax season?

This episode highlights several steps business owners can consider as year-end approaches.

Connect with Alan:

Mobile: 914-582-9875
Office: 718-829-2400 ext. 105
Fax: 718-228-4458
Email: alrtax4u@gmail.com

#bigbeautifulbill #tax #endofyear