INDIVIDUAL DUE DATES: December 1 – Time for Year-End Tax Planning December is the month to take final actions that can affect your tax result for 2023. Taxpayers wi...
We are a full service transdisciplinary tax and accounting team. Our partners and managers each have specific experience working with their industries of expertise. They are meticulous about keeping current on new tax laws and accounting strategies overall; but specifically, for those industries. At Rose, Snyder & Jacobs, our work is year-round; not just once a year.
Personal and privately held companies, publicly traded companies, private equity companies and non-profit organizations round out the core of our practice areas. We also specialize in high net-worth families and their wealth planning and estate planning needs. Our team is experienced serving clients across many types of financial needs, both in domestic and international capacities.
We are dedicated to understanding and advising the specific needs, business and goals of our clients. Our clients include start-ups, manufacturing, transportation, entertainment, healthcare, real-estate as well as various other professional services.
Along with our named partners, our leadership team specializes in a range of areas from personal advisement, large and small businesses, international businesses, mergers and acquisitions, and family office. Preparing and filing taxes, assurance, accounting and business strategies, are just a couple examples of the expertise and experience of our leadership group. Our goal is to make things easier for our clients in assisting them in all of these areas in the various industries we deal with such as, healthcare, construction, entertainment, hospitality and new technology start-ups; just to name a few.
RSJ carefully selects individuals for our staff that will exude professionalism and the ability to provide personalized service. The partner group encourages and assists in accommodating continuing education and training programs for our staff and ensures ongoing development and evolution as the country and world progresses in to the 21st century and tax and accounting laws continue to update and change.
Julie has served for more than 20 years, in both, public and private accounting. She incorporates her vast experience to resolve complicated issues, providing complete tax service and consultation to high-net-worth individuals and their families. She has a passion for excellence in service and client satisfaction. Julie emphasizes this trait and exceeds the expectations of her clients.
Craig Frye is the Partner in charge of the Tax Department at Rose, Snyder & Jacobs. He has over 25 years of combined public and corporate accounting experience. He performs the role of a trusted advisor to large public companies, small owner-operated businesses and high-net-worth individuals, including their family offices, real estate clients, healthcare clients, and entertainment clients.
Jonathan L. “Jake” Jacobs has over 30 years of experience in successfully helping clients identify and satisfy their business and financial needs. He specializes in providing a variety of compliance and consulting services for entrepreneurial ventures, publicly owned companies and high net worth families. He also leads the Firms Merger and Acquisition Practice.
Alan is a Partner in the Tax, Audit and SEC Departments, and leads the firm’s Accounting Services Practice. Alan has over 25 years of experience and has spent his entire career with Rose, Snyder & Jacobs. His unique blend of skills in accounting, taxation and business consulting in diverse industries, as well as working with individuals has allowed him the ability to span his knowledge across the majority of the firm’s notable areas of expertise.
Tony is a founding partner of Rose, Snyder & Jacobs and has over 25 years of experience in working with businesses and their owners in the manufacturing, real estate and service sectors. His client responsibilities include, but are not limited to, tax and management consulting advice to closely-held corporations, family owned businesses, partnerships and the high net worth individuals who own them.
With over 25 years of experience in consulting with clients on various tax matters such as estate and gift planning, structuring of partnerships, state and local tax issues, as well as providing general tax advice. She has worked with clients in nearly every industry including but not limited to manufacturing, real estate and service sectors and has concentrated on the needs unique to the closely-owned business, their owners and families.
Stephane Vachon has over 25 years of experience and oversees the Accounting and Auditing Departments, as well as the SEC Practice at Rose, Snyder & Jacobs. His professional expertise includes financial reporting, feasibility and profitability analyses, and financial and business consulting.
Evlina has been with Rose, Snyder & Jacobs since 2007 and is a Partner in the firms SEC Practice. With financial reporting and IRS field examiner experience, she is an extremely valuable asset to her public and private clients.
Damien has been with Rose, Snyder & Jacobs since 2005 and is a partner in the Audit department and the firm’s SEC Practice. He previously held a supervisory position at a financial institution during the five years prior to joining the firm.
Karen joined RSJ in 2001 as a Tax Senior. In 2005 she left to assist in running a family retail business. Five years later, in 2010, Karen rejoined RSJ as a Tax Supervisor. Now a Tax Partner, Karen has brought her small business expertise to her position at RSJ and has extensive experience in income tax, sales tax, corporations, pass-thru entities and multi-state tax issues for small to medium sized businesses and high net-worth individuals, including their family offices.
Shiri joined RSJ in 2008 and is currently a Director in both the audit and accounting departments. Her 10 years of experience has allowed Shiri to cultivate and sustain her concentrated practice areas which include but are not limited to, Private Companies and Business Management, along with a specialization in Public Companies.
Jess Brown is a Certified Public Accountant who joined our team in 2013. Prior to RSJ, he spent 25 years in the industry as a Mergers and Acquisitions specialist and as a Chief Financial Officer. This background has been a natural fit for Jess to head up our own Mergers and Acquisitions practice, we are fortunate to have him, now as a Tax Principal.
Lindsay Ross is a Principal in our Tax Department, specializing in Corporate Tax. Prior to joining RSJ, Lindsay was a Tax Senior at Grant Thornton LLP. Lindsay is highly detailed in her work which makes her a perfect fit for our extremely complicated clients. She will be transitioning to Pennsylvania, which is a big step in the evolution of our firm but we are excited to be expanding for our employees and will happily see where this takes us.
Anna Zachariah is a Principal in the Tax Department with over 20 years of experience. She has a unique and extensive skillset to service clients that include high net worth individuals, family offices, real estate investment organizations and investors, as well as a wide range of entrepreneurs and small business owners.
“Rose, Snyder & Jacobs has provided Tax, Accounting and Advisory Services to the Jacmar Companies for many years. As a former Big Four Senior Manager, I appreciate their professionalism, attention to detail and technical skills. As a business owner and executive, I appreciate their common sense and business approach to difficult and challenging issues. They have been a key participant in all of our major transactions and provide valuable strategic advice.”
Jim Dal Pozzo, President
Jacmar Companies, Alhambra, CA
“In every facet of our business’ financial life, Rose, Snyder & Jacobs is an indispensable part of our team. Their advice is extremely helpful as we deal with the complexities of tax issues, long-term planning and growth strategies. They combine high-caliber expertise and professionalism with very personalized service.”
Don Vandervort, President
HomeTips, LLC, Glendale, CA
“Rose, Snyder & Jacobs has become a key member of our business team, providing key advisory services and accurate and comprehensive accounting review that has helped our company’s growth over the years. The RSJ partners treat us and our business as if it was their own and they are always available to provide guidance and help.”
Brett Gross, CEO
Alegacy, Santa Fe Springs, CA
We handed over our accounting services to RSJ about 25 years ago, when I was a partner in a manufacturing company providing product made in China and sold and distributed here in the U.S. Our customers were primarily major retailers such as Wal Mart, Target, and Toys R Us. RSJ not only managed our accounting services but helped advise us with sourcing and developing our financing and banking operations. In 2005 we founded a new financial services company that deals primarily here in the state of California. Our new company was set up and continues to have our accounting needs managed by RSJ, and though this operation is totally different from our original relationship, their advice and oversight is just as valuable to us. RSJ continues to help us with our everyday needs, but more importantly assists us by thinking “out of the box”. That service has been invaluable to us.
Noel Blankman, Managing Member
Advance Inheritance, LLC
RSJ and their team are consummate professionals that know and help us grow our business. Jake has become a great sounding board for us and has been our consulting CFO to help us in our growth. The team has helped our finance department focus on the needs to assist in that growth. Additionally, we have built a relationship with Jake and his team that we enjoy and hope to continue for years to come.
I would highly recommend Rose, Snyder & Jacobs and their team. If you consider all the time spent working through various aspects of finance, RSJ is the team that can help you navigate all facets of the finance world, leaving you time to concentrate on growing your business and doing what you love to do. I have also transitioned my personal financial needs to RSJ and have been very pleased with the results and assistance whenever needed. RSJ is there when you need them.
John Grindey, COO
Mecanica Scientific Services Corp.
Our family office has been with Rose, Snyder and Jacobs for over 18 years and in that time we have had many different business entities and opportunities for which we have required their tax preparation services. Our needs span several industries, including car washes, auto dealerships, international consumer products, a winery and vineyard operation, and substantial portfolios of both publicly traded and privately held companies. The firm’s knowledge and expertise in a broad array of businesses allows them to see the entire financial picture and provide the most tax efficient guidance possible.
Rose, Snyder and Jacobs has also represented us several times in Federal and CA State income tax audits and each time the audits were concluded without adjustments. We would not think of going through another audit with any other firm.
Simon Whetzel, General Manager
Brassfield Estate Winery
I was referred by one of the top estate planning attorneys in LA. He recommended Rebecca Snyder. That turned out to be an amazing referral. I have since worked with her other partners, staff accountants and support staff. All have been wonderful.
I utilized the firm for both my business and for the firm’s family office services. The firm’s CPAs and staff are knowledgeable, timely, efficient, and great to work with. I am never concerned that the advice I am given is anything but the best. The firm is completely full service, and the vast knowledge of their team is outstanding.
If you are seeking outstanding professionals and best in class, along with a great staff to support their work, this is the best firm you will find. I also believe they are efficient with regarding to their billing practices and I have received high value for the investment I have made in RSJ.
Karen Farrington, Vice President
Matura-Farrington Staffing Services
We couldn’t be more pleased with our decision to hire your firm this year.
Cinnabar California, Inc.
I have known Tony for several years but for some reason, hadn’t yet used his services, despite the recommendations from so many other mutual friends/relationships. The time came when our previous CPA had begun making big mistakes on our taxes. In addition, it would take a long time to respond to questions and concerns we had. We decided to fire that company and hire RSJ. One of the best decisions we made for our business!
What I value most is the communication and relationship we have with this firm. Each associate that we have had the pleasure of working with, has been knowledgeable, friendly, and efficient. We are extremely confident that we are in good hands and that all our accounting needs are finally being met.
We have already recommended several other companies to jump on board with RSJ. I tell others if they want to alleviate stress and worry around their finances, accounting, and taxes HIRE THIS COMPANY!!! They truly care about their customers and go the extra lengths to make sure everything is handled in a timely manner.
Jamie Del Fierro
Co-Owner, Alliance Training Center
Life Coach & Professional Speaker, Lucra
“I really enjoy working with Amelia and the rest of the RSJ team. Everyone is very knowledgeable and professional. The extra set of eyes has really improved our work product. “
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