J.M. ROSE has provided services to numerous closely-held businesses and high net worth individuals in industries such as entertainment, technology, manufacturing, wholesaling, retailing, import/export, real estate development, real estate, construction, and the service industries such as architectural and engineering firms, law firms, medical and consulting firms. In addition, we have provided services to not-for-profit organizations.
J.M. ROSE is a licensed certified public accountancy corporation under the name J.M. ROSE, an accountancy corporation.
J.M. ROSE provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism: J.M. ROSE is one of the leading firms in the area. By combining our expertise and experience, each client receives close personal and professional attention. Our high standards and service spell the difference between our outstanding performance, and other firms.
Responsiveness: J.M. ROSE is responsive. Companies who choose J.M. ROSE rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
Quality: An accounting firm is known for the quality of its service. J.M. ROSE’s reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
At J.M.ROSE, we've been providing financial planning services to California residents in Woodland Hills and the San Fernando Valley area for more than 45 years. With a staff that's personable and approachable we believe in partnering with our clients in a relaxed and comfortable atmosphere. We also understand that your present and future financial situations can have a direct influence your peace of mind and your quality of life. Founder, Jeff Rose, strives to provide clients with the services and advice that can help make the most of the money you have now. He understands the need to build on existing assets while keeping your day-to-day financial affairs in order. J.M.ROSE provides guidance and support to estate planning, trust management and minimizing tax liabilities.
Industry specific accounting and bookkeeping services include:
- Cash flow management
- Budgeting and forecasting
- Payroll management and compliance
- Accurate financial statements
- QuickBooks set-up, management and training
Other services include:
New Business Start-ups - Did you know that your new business entity directly effects tax planning, preparation and liability responsibility? We'll help you select of the appropriate legal entity for your business, and work with you to develop a solid business plan to help build revenue while keeping you compliant.
QuickBooks® ProAdvisor Services - QuickBooks has the capability of organizing and managing your financial accounts. We work with you to customize QuickBooks to simplify accounting, payroll, tax preparation and financial reports. Our staff provides year-round personalized training and problem resolution services when change or updates are time-sensitive.
Tax Preparation and Planning - When we prepare your business / individual taxes, your returns are free from errors while credits and deductions are maximized throughout the year to minimize tax liabilities. We provide tax planning strategies to help you reduce future liabilities and build profit.
IRS Representation - As CPAs we're qualified to fully represent you to the IRS for issues such as unfiled returns, prepare for tax audits or resolve back taxes.
Recipient of the Great Seal of California for Community Service
American Institute of CPAs, California Society of CPAs, Colorado Society of CPAs, Freemason, Shriner, Scottish Rite
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