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.

Tax Services

Woodland Hills Tax Services Helping U.S. and Foreign Clients

It's a fact - taxes are complicated.  Whether you're preparing your own taxes, the tax return for your business, or you need to resolve an issue with the IRS, negotiating the taxation system can be overwhelming. That's where we can help. At J.M.ROSE, CPA we've been providing California residents in Woodland Hills and  the surrounding San Fernando Valley area as well as throughout the U.S. and other countries with comprehensive tax and financial services for more than 45 years. Our firm is big enough to take care of all your financial needs, but small enough to provide personalized, friendly service in a relaxed atmosphere..

Tax Prep for State and Federal Returns

At J.M.ROSE, CPA our highly trained staff is committed to staying current with today's state and federal tax laws so we understand their many complexities. When you prepare your own returns it's easy to overlook something important - even a small omission or error can end up costing you money. We'll work with you to make sure you get all the credits or deductions for which you qualify and we'll prepare your tax returns efficiently.

Tax Planning

Our tax planning services are designed to help both individuals and small businesses owners plan ahead so you can minimize your tax year-to-year liabilities with strategies that include:

  • Investment or retirement plan contribution strategies designed to  defer taxes
  • Year-to-year income deferral to help you stay in the lowest possible tax bracket
  • Division of income between legal entities or family to minimize your end of year tax liabilities.

IRS Problem Resolution

Got a problem with the IRS?  Even if it's minor or a simple inquiry it's something that needs to be dealt with quickly and accurately.  At J.M.ROSE, we’ll work with you to resolve IRS issues such as

  • unfiled tax returns
  • state franchise tax issues
  • wage garnishments
  • payroll tax issues
  • offers in compromise

We'll help you find a resolution that’s right for you while keeping any interest and penalties at a minimum, and our CPAs can fully represent you to the IRS if needed. 

San Fernando Valley Tax Services by J.M.ROSE

If you live Woodland Hills, Sherman Oaks, Encino, Tarzana, Calabasas, North Hollywood or other San Fernando Valley areas, give us a call. We offer tax and financial services applicable to a wide range of personal and small business needs. With solid tax experience and knowledge our clients - including many area CPAs and Tax Attorneys - come back year after year. Clients who do not live in the San Fernando area receive the same personal service through safe and secure remote technologies.

Our office hours are by appointment only on Monday through Saturday from 9-5.  Can't come to the office?  We also offer remote consultations using GoToMeeting.  Call J.M.ROSE at (818) 992-5800 to find out how our expert services can help you or your small business.

 
Tax Preparation
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
 
Tax Problems
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.
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