Support you Deserve

Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars.

Services For Individuals

San Fernando Valley CPA Firm Services for Individuals

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.

Personal Financial Planning

Individual services provide one-on-one guidance and will help you improve growth opportunities to build long-term wealth. These personl financial services include:

  • Financially prepare for major life events - marriage or divorce, the birth of a child, the purchase of a home, or the loss of a loved one.
  • Deal with the unexpected with an emergency fund to cover job loss or a large home repair.
  • Plan and prepare tax forms for both your state and federal returns.
  • Save money on both current and future taxes through ongoing tax planning. 
  • Develop strategies for investing and planning for college costs.
  • Create a retirement savings plan to help ensure that you'll have enough money to retire.

Estate Planning

At J.M.ROSE, we are also equipped to guide you through the hassles and red tape of estate planning.  Jeff Rose will make sure you plan accordingly and will work alongside you and your legal counsel. 

Financial Consulting Services

Jeff Rose will also help individuals manage finances including:

  • Rental property
  • Relocation costs
  • Work related expenses

J.M.ROSE is large enough to handle all your individual needs with solid experience and knowledge. Our personal service keeps clients’ financial needs on point throughout the year.

If you live in Woodland Hills, Sherman Oaks, Encino, Tarzana, Calabasas, North Hollywood or the San Fernando Valley, contact J.M.ROSE for more information or to schedule an appointment.  You can speak to a member of our friendly staff - in English or in Spanish - to find out how our individual services can help you prepare for the future.

Our office hours are by appointment only, Monday through Saturday from 9-5. Can't come to the office? We also offer remote consultations using GoToMeeting. 

Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
 
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
QuickBooks Certified ProAdvisor  Member of AICPA


What Others Say

"Received notice that I was being audited, went on line found J.M.ROSE, called and asked for help. They met with me, told me how to prepare for the audit, and then went and met with the IRS for me. The results was great, they made me feel at ease and made a believer in me" - John Jones

"Thank you for the confirmation. Good idea to do this. You are the MASTER in customer service!" - Bob

"Thank you very much Jeff! That was very helpful and got me out of a bind. Also, thanks for your work on our 2014 returns. As always, we are very pleased with the level of service you provide. Take care." - Visha