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Tax & Accounting Management

No matter how successful a business is in the marketplace, that success first needs the secure foundation provided by a comprehensive tax and accounting plan. At Metropolitan Capital Bank & Trust, our partnership with CBIZ Accounting, Tax & Advisory Services (formerly Philip Rootberg & Company) can help you to ensure that the most detailed, effective tax strategy available is integrated into your business' Capital Accumulation Plan (CAP).

CBIZ Accounting, Tax & Advisory Services
Combining innovative thinking with a distinctive personal touch, CBIZ provides services and products that are truly unique…Unique because they listen, obtain a thorough understanding of your needs and then work creatively to provide meaningful and functional solutions…Unique because CBIZ takes a proactive interest in each client's success.

Tax Services
When it comes to tax laws, only one thing remains constant - change. CBIZ tax professionals work closely with you to identify and evaluate tax-planning opportunities and assist in minimizing your income tax burden. CBIZ's extensive experience, timely response and comprehensive range of technical skills allow us to assist with a broad range of tax matters and issues.

CBIZ's experts provide quality service in the following areas: corporations, partnerships, LLCs, estates, trusts and tax-exempt organizations.

Advisory Services
CBIZ shares in your pride and vision. To ensure they are able to provide you with a long-term business advantage and valuable solutions for critical issues, CBIZ offers a full spectrum of advisory services.

CBIZ's experts provide quality service in the following areas: business planning, estate and retirement planning, succession planning, business valuation services, litigation support, outsourcing services and corporate recovery expertise.

For a complete description of these services, contact your PCM or visit the CBIZ website at

For more information on Metropolitan Capital Bank & Trust’s Professional Tax and Accounting Services, please contact your Private Capital Manager. To obtain a PCM, please contact Richard Keneman, Principal Private Capital Manager, at 312.640.2350.

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