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Testimonials

Client Testimonials - J.M.Rose

As a client of nearly 30 years, I highly recommend Jeff Rose and J.M. Rose Accountancy. Jeff’s far more than just someone who files tax returns. I think of him more as my financial internist; someone who doesn’t just report the results of my annual physicals, but puts them in the context of previous years, finds the right questions to ask, and then gives me the detailed diagnosis I need to keep as healthy as possible into the future.

Being self-employed and in the entertainment industry, I’m especially grateful for Jeff’s comprehensive approach. His expertise and proactive advice about everything from the best approach to funding my retirement accounts to what to do in case of ‘overnight’ success meant that my wife and I were able to take full advantage when opportunity knocked, and lay a solid foundation for our later years. In short, Jeff Rose does exactly what his company motto promises: he delivers peace of mind.

Chris Dickey
Austin TX


I needed to get my tax return completed, but I could not find the time to do it, did not want to go on Extension. Asked Jeff what we could do. I told him I was going out of the country and my wife was going to Chicago. Jeff set up a time when we were able to coordinate a "GoToMeeting". We all signed in at the same time, it was if we were in Jeff's office watching his screen and talking across from him. It was so smooth when we finished he sent us both an email with the Efile Forms to Electronically file and the return got filed on time, it couldn’t have been easier.

Phil Newberg


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.

Best Regards,
Visha


As business(es) owner and a two parent income, my wife and I need good tax advice. I've worked with a number of very competent CPA's over the years, whom I selected after rather rigorous scrutiny. None have approached the track record and the level of competency I've seen from JM (Jeff) Rose. Once you've worked with Jeff you'll know what I mean. If you're looking for a great CPA who can can find legal ways to maximize savings on your taxes, your search is over.

Maarten W.
West Hills, CA


I have been a client of JM Rose for 15 years, since my days with Arthur Andersen. They handle my business and personal accounting and tax. As accounting is as much an art as it is a science, I consider Jeff Rose to be the Leonardo Da Vinci of his field.

Thomas D.
Overland Park, KS



This is the BEST accounting firm!

The team at J. M. Rose has been doing my business taxes for years. They are great. Easy to work with, no surprise charges, and easy access to my records. I have used other accountants and have always felt like just another number (pun intended), but the folks at J.M. Rose are lead form the top, and Jeff is really interested in my business, and genuinely cares about making sure my books and taxes are prepared to give me the greatest advantage. He has saved me tens of thousands of dollars, and is one of the most reasonably priced accountants around.

Google User


Awesome. I know he knows his stuff. He's been in the business forever, so has a ton of experience. I highly recommend him. In life, you always want a top accountant. :-)

Google User



"Hello Jeff and congratulations on 45 years in business. We feel fortunate to have known and worked with you for about 38 of those and have the greatest respect for your knowledge and talent!"


Diane and Lonnie.


Hi Jeff,

I just saw your article in U.S. News. Wow!! I think I've got the right guy. Way to go.

Congratulations,

Jim



Told them I found the best CPA on the planet and sent them the link to your site moments ago.

Blake G


Thanks Jeff for helping me with my corporate filing of my marijuana business.  The other CPA who I took the information to did not have a clue on what I could or could not deduct.  I am so happy that I found you.  You really made my filing painless.

 H Jackson North Hollywood.  CA

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