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Rossmann, MacDonald & Benetti, Inc. is a Certified Public Accounting firm specializing in small business consultancy in Northern California. Founded in 1956, the firm was originally established to serve the local forestry industry. Today the company serves more than 700 clients across a variety of service and manufacturing industries. The firm specifically works with privately owned companies, nonprofit organizations, estates and trusts, employee benefit plans and individuals to provide a myriad of services:

 

  • Tax Preparation
  • Audits, Reviews and Compilations
  • Tax Planning
  • Estate Planning
  • Business Succession Planning
  • Forensic Accounting
  • Investment Review
  • Ballot Counting
  • Estate & Trust Tax Preparation
  • Stock Option Accounting and Reporting
  • Buying & Selling a Business
  • Financial Forecasts & Projections
  • Pension & Profit Sharing Plans
  • Mergers & Acquisitions

 

Rossman, MacDonald & Benetti works closely with Smart Investor to provide tax preparation and business consulting services to its clients. Each year the firm prepares the tax returns for Smart Investor’s fifty Charitable Remainder Trusts. In addition, the two firms share similar clients and often refer to the other when a client is in need of a particular service.

Today the firm has two remaining partners, Ray Bennetti and Kevin Riley, after the retirement of Stan Rossman and Connelly MacDonald. The two partners are supported by four staff members, some of whom have been with the company for over 20 years. The six person team works diligently everyday to service each client with a substantial knowledge of each client's business and industry.

More information about Rossman, MacDonald & Benetti can be found on the web at www.rmb-cpa.com

Who We Are

Smart Investor is a unique wealth management firm based in Rocklin, California.  We are an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More

How We Define "Wealth"

For our clients, ‘wealth’ is about more than money.  It is your ability to do what you want, when you want and how you want.  Our responsibility is to help you get there. 

What We Do

We listen, rather than talk.  We gain a thorough understanding of your future needs, concerns, opportunities and goals that have a financial implication.  We then use our experience and our team to design a unique investment or financial planning strategy that reflects your personal situation. More

Why We Are Unique

Everything that we do is in alignment with the best interests of our clients, including the fee-only approach to how we charge for our services.  We define ‘what we do’ in terms of meeting our client’s needs.  We define ‘how we do this’ in terms of leading-edge investment and financial planning strategies.  We are your key trusted advisor. More