Papaleo Rosen

We are a trusted accounting and tax advisory firm serving individuals and businesses in Delaware and beyond. Founded on values of integrity, personalized service, and expertise, Papaleo, Rosen & Chelf, P.A. has been helping clients achieve financial success and navigate complex financial situations since 1985.

Our mission is to empower our clients to achieve their financial goals by providing personalized, proactive guidance and tailored solutions. We believe in building strong relationships with our clients by actively listening to their needs, understanding their unique circumstances, and partnering with them to develop customized plans.

Our team of experienced professionals possesses deep knowledge and expertise in various areas of accounting and tax planning. We have a proven track record of helping clients with:

Services for Individuals

• Personal Financial Planning: Developing a comprehensive plan to achieve your financial goals, including retirement planning, estate planning, and wealth management.
• Retirement Planning: Maximizing your retirement savings and taking advantage of available tax deductions.
• Estate Planning: Creating a legally-binding plan to ensure your assets are protected and distributed according to your wishes.
• Elder Care Planning: Developing strategies to address the financial and care needs of aging parents or grandparents.

Services for Businesses

• Small Business Accounting & Bookkeeping: Efficient and accurate accounting services to streamline your financial operations.
• Payroll & Part-Time CFO Services: Streamline your payroll management and access strategic financial guidance.
• Audits & Reviews: Ensure compliance with tax regulations and gain valuable insights into your financial health.
• Business Valuation & Advisory: Make informed decisions concerning financing, acquisitions, and succession planning.

Our commitment to our clients

• Integrity & Confidentiality: We maintain the highest ethical standards and safeguard your sensitive financial information.
• Accessibility & Communication: We provide clear and concise explanations in accessible language, ensuring you understand your options and feel empowered.
• Proactive Approach: We take the initiative to anticipate your needs and suggest relevant solutions.

We are confident that our personalized approach and tailored solutions will empower you to achieve your financial goals and overcome any financial challenges you face. Contact us today to schedule a consultation and learn how Papaleo, Rosen & Chelf, P.A. can help you achieve financial success.