Tax

We Listen. We Strategize. We Act.

At Rose, Snyder & Jacobs, our tax services are focused on compliance and minimization. Whether serving an individual, a family, or a corporation, our first priority is ensuring that our clients are in compliance with local, state, and federal tax laws.

Much of the tax code is designed to reward or provide incentives for specific activities. That means that understanding both the tax law, and the specific circumstances and activities of taxpayers, can provide substantial reduction to tax liabilities.

In order to best serve clients, our Tax Services practice focuses on education and understanding. We continually invest in the education of our staff, keeping current with the latest changes in local and national tax laws in order to find opportunities for our clients. We also take the time to truly learn about our clients’ current activities and challenges, as well as their future plans and goals. Matching in-depth knowledge of each client with ongoing focus on tax laws allows us to find opportunities that others miss.

Our Tax Services include:

  • Federal Taxes
  • State and Local Taxes
  • International Taxation and Transactional Services
  • Real Estate Tax Service
  • Tax Authorities Representation

  • Corporate Tax Planning and Advisory
  • Family and Family Office Tax Planning and Advisory
  • Family Estate Planning
  • Family Succession and Legacy Planning
  • Intergenerational Wealth Transfers
  • Philanthropic Planning and Family Foundations
  • Family Office Planning and Implementation
  • Family Governance