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Rose CPA

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Are We Right for You?

Common Client Situations

All

1.  Are you experiencing any of the following issues:         

  • You are frustrated that your books are a mess. You have spent a lot of time and money on it and had several people working on it and still not getting the information you need. Your CPA said it is still incorrect.
  • You are angry about the IRS letter you just received and have no idea what to do.
  • You need help with your tax filings or the prior years unfiled tax returns.
  • You are concerned that you may be overpaying your taxes.
  • You are worried about reporting your foreign activities to the IRS.
  • You are upset that you are making a lot of money but still heavily in debt.
  • You are anxious about your retirement.
  • You are disappointed that you are not getting attention from your current CPA.    
Yes No

2.  Do you have an urgent financial decision you need to make? 

Yes No

3.  Do you prefer planning for your tax liabilities in advance? 

Yes No

Business Owners

4a. Are you in one of the following businesses: professional services, retail, wholesale, service, restaurant or non-profit organization?  

4b. Is your annual gross revenue over $200,000?

Yes No
Yes No

Individuals

5a. Do you have investments or own real estate?  

5b. Is your family income over $75,000? 

Yes No
Yes No

All

6. Would you like to work with an experienced & trustworthy CPA who will guide you through the process, not judge you, and give you much-needed support? 

Yes No

Are We Right for You?

All

1.  Are you experiencing any of the following issues:           (Yes  No)

  • You are frustrated that your books are a mess. You have spent a lot of time and money on it and had several people working on it and still not getting the information you need. Your CPA said it is still incorrect.
  • You are angry about the IRS letter you just received and have no idea what to do.
  • You need help with your tax filings or the prior years unfiled tax returns.
  • You are concerned that you may be overpaying your taxes.
  • You are worried about reporting your foreign activities to the IRS.
  • You are upset that you are making a lot of money but still heavily in debt.
  • You are anxious about your retirement.
  • You are disappointed that you are not getting attention from your current CPA.    (Yes  No)

2.  Do you have an urgent financial decision you need to make?    (Yes  No)

3.  Do you prefer planning for your tax liabilities in advance?  (Yes  No)

Business  Owners

4a. Are you in one of the following businesses: professional services, retail, wholesale, service, restaurant or non-profit organization?  (Yes  No)

4b. Is your annual gross revenue over $200,000? (Yes  No)

Individuals

5a. Do you have investments or own real estate?  (Yes  No)

5b. Is your family income over $75,000?  (Yes  No)

All

6. Would you like to work with an experienced & trustworthy CPA who will guide you through the process, not judge you, and give you much-needed support?  (Yes  No)

Let’s Discuss Your Situation If any of these situations sound familiar, we welcome the opportunity to learn more about your goals and discuss how we may help. We believe clients deserve experienced guidance, responsive communication, and practical support — without judgment.

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