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.

Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;

  • Information about your transactions with us, our affiliates, or others;

  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact us.

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