That is why we currently have carefully crafted and intentionally implemented a staff-based business model. This model offers customers the breadth, expertise and access to multiple experts. Individually, we're broad thinkers, always considering consequences beyond the specific question at hand.
Follow us
Services
If so, book a slot to talk with one of our partners below and fill out the questionnaire to make sure we are a good match. Whether you're a small business or looking to take your company public, we can help. Schedule a time below for your consultation with one of our partners. Sessions are first come first serve so please reserve your time now before our schedule fills up.
Reviews (1)
Kathy B.
Mar 20, 2017
I have a long history with this firm and founding partner Tony Rose. As an investment advisor, I have had relationships with many CPA firms. None as experienced, diversified, with an incredibly deep bench.all while being small enough to focus on my clients' and my needs. Tony's personal experience with High Net Worth Individuals (HNWI) and their families gives his firm's valuable work new meaning in the scope of generational wealth and it's best use. Normal CPA functions are of. Purse exemplary, but for those who need more especially, Rose Snyder Jacobs is critical to achieving your goals.
