About Robert Rossi & Co.
<p>Founded in 1978, Robert Rossi & Co. has operated from Olyphant in northeastern Pennsylvania, serving the Scranton–Wilkes-Barre area and clients beyond the region.</p> <p>The firm is a CPA practice that handles audit and reporting work along with day-to-day accounting support for businesses. It also prepares financial statements and provides tax planning and tax preparation for both individuals and companies.</p> <p>For organizations with more complex needs, Robert Rossi & Co. offers business valuation and business consulting, plus estate and gift tax planning and personal financial planning. The firm also represents clients before the IRS and state tax authorities, which can be useful during audits, notices, or dispute resolution.</p> <p>Robert Rossi & Co. works from its headquarters at 299 Main Street, Olyphant, PA 18447-2326. Phone: (570) 876-2300. Website: <a href="https://rrco.net/">https://rrco.net/</a>. Differentiator: it combines audit services with tax representation and valuation work under one roof.</p> <ul> <li>Auditing and reporting (including work similar to <a href="/auditors/401k">401(k) auditors</a>)</li> <li>Tax planning and preparation for individuals and businesses</li> <li>Accounting and financial statement preparation</li> <li>Business valuation and business consulting</li> <li>Estate and gift tax planning, personal financial planning, and IRS/state representation</li> </ul>
Website: https://rrco.net/
Founded: 1978
Office Locations
- Olyphant, PA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 9
- Total AUM Audited: $82.2M
- 401(k): 9 plans, $82.2M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TIMES-SHAMROCK COMMUNICATIONS 401(K) PLAN | TIMES SHAMROCK MEDIA LP, PA | $26M | 60 |
| THE FIRST NORTHERN BANK & TRUST 401(K) PLAN | FIRST NORTHERN BANK & TRUST CO., PA | $19M | 130 |
| FIVE STAR EQUIPMENT, INC. FLEXIBLE COMPENSATION PLAN | FIVE STAR EQUIPMENT, INC., PA | $14M | 149 |
| AGENCY FOR COMMUNITY EMPOWERMENT OF NEPA 403(B) PLAN | AGENCY FOR COMMUNITY EMPOWERMENT OF NEPA, PA | $10M | 274 |
| BRACEYS SUPERMARKET, INC. CASH OR DEFERRED PROFIT SHARING PLAN | BRACEYS SUPERMARKET, INC., PA | $8M | 395 |
| 401(k) Retirement Plan | Healthcare Sponsor, PA | $7M | 574 |
| 401(k) Retirement Plan | Manufacturing Sponsor, PA | $3M | 195 |
| 403(b) Retirement Plan | Professional Services Sponsor, PA | $2M | 195 |
| 401(k) Retirement Plan | Technology Sponsor, PA | $2M | 104 |
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