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:
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:
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.