“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