“RoseCap’s busy season for taxes is October through December. This is because client actions still impact current year taxes. February through April is mostly just recording what happened. This attitude reflects our commitment to tax planning and minimizing client taxes, rather than just calculating how much a client owes in taxes.”
‐‐ Matthew Rosenberg, CPA/PFS, CFA
Founder, RoseCap Financial Advisors
Our Value Proposition
At RoseCap Tax, we are committed to understanding your individual tax situation and your financial goals. We will work with you on not only the required tax filings, but also plan for future tax years and changes to your income. We have clients all over the country and our Directors have experience with income taxes in all 50 states.
Most people dread completing their taxes each year because of the information gathering. At RoseCap, we work with you to make the process as easy and quick as possible. If your investment accounts are managed by RoseCap, this results in less information that must be gathered by you. Also, our preparers will always be responsive to any questions you may have and take the time to make sure you are being as tax efficient as possible.
RoseCap Tax offers free initial consultations to review your tax situation and how our services may help. We also will provide you with an upfront quote for our services before any work is completed.
All tax preparation and planning work is on a flat-fee basis. We will provide you with a fee estimate before any work is started. The fee estimate will include tax preparation, as well as projections, and answering questions that you may have throughout the year. At RoseCap, we want you to feel comfortable calling and letting us assist you without worrying you will be charged an hourly fee for every interaction.