Who are our clients?

Our philosophy is to pursue new business which we can serve well and develop into long-term relationships. We take pride in our engagements with publicly traded companies and those planning to go public.

In our Affiliates section, learn more about RICS (Rowbotham International Corporate Services).

• New venture services for high technology start-ups
• Design and establishment of financial reporting and disclosure procedures, internal controls, and information technology
• Design of cross-border licensing structures
• Technology transfer tax planning
• Design of intellectual property holding structures
• Internet domain and server location issues (from a tax perspective)
• E-commerce assurance, security, and general advising
• Y2K consulting
• General tax and financial advisory for companies in hardware manufacturing, semiconductors, the Internet, software development, multimedia, and software publishing
• Valuation services
• Consultation regarding research and development agreements
• Credit utilization

• Operating and holding structure design
• Debt and equity structuring
• Tax structuring
• Valuations

• Development of business plans and cash flow projections
• Bank financing
• Strategic planning
• Management reporting systems
• CEO searches
• Payroll/banking referrals

• International corporate operating structure
• Tax planning for foreign companies doing business in the US
• Outbound ventures in foreign countries
• Foreign tax review and planning
• Transfer pricing analysis
• Cross-border transfers of intellectual property
• Compensation and tax equalization planning for relocation and employee transfers
• Department of Commerce filings
• International Social Security Agreements
• Professional referrals - bankers, attorneys, accountants, trustees, and venture capitalists

• Business and marketing plans
• Executive workshops on business environment analysis and business strategy
• Local compliance information
• Representation as director or corporate agent
• Human resources
• Management and administrative support
• Cultural, political, and business considerations

Domestic Corporate Services

• Accounting support
• Audit, review, and compilation reports
• Financial and management advisory services
• Business valuations
• Litigation support
• Bankruptcy
Tax return preparation:

• US corporations, US partnerships, US limited liability companies, US individuals, Fiduciaries (estate and trust)
Tax planning:

• Executive and stock option planning, retirement and investment planning, estate planning
• Compensation and benefits consulting
• Representation before the IRS
• Merger and acquisition consulting
• Business restructuring
• Consulting and audits of publicly-held companies (member SEC Practice Section of AICPA)
Individual Private Clients

• Tax return preparation - foreign nationals, US citizens abroad, and taxation of Lloyd’s US names
• Tax treaty planning
• Pre-arrival tax planning
• Pre/post departure tax planning
International estate planning:
• Offshore financing structures
• Use of foreign corporations, trusts, partnerships and hybrid entities
• Wealth preservation
In addition to these major practice areas, Rowbotham & Company LLP services a wide variety of industries including: real estate, transportation, distribution and retail, manufacturing, financial and professional services, and franchising. We are able to provide our corporate and individual clients with services throughout the US and abroad through our global network of associated firms.