Tax & Accounting
SERVICES
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 & Public
PRACTICE AREAS
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.
Domestic & International
INDUSTRIES SERVED
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.
Tax Partner
JULIE CHOI
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.
Tax Partner
CRAIG FRYE
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.
Founding Partner
JAKE JACOBS
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.
Tax, Audit & Accounting Partner
ALAN KAZDEN
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.
Founding Partner
TONY ROSE
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.
Tax Partner
REBECCA SNYDER
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.
Audit Partner
STEPHANE VACHON
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.
Audit Partner
EVLINA MADATHIAN
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.
Audit Partner
DAMIEN PINEDA
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.
Tax Partner
KAREN GOLDBERG
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.
Director
SHIRI ELAD
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.
Tax Principal
LINDSAY ROSS
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.
Principal
AUDREY PEREZ
Audrey has been with RSJ since December of 1995 and has served in all 3 Tax, Audit and Financial Accounting Services departments. In the audit department she worked on the firm’s first public audit. She was also a manager in the FAS department and controller for a family office. Audrey brings valuable expertise as she has several years of experience working as an external controller, VP of Accounting, and CFO as well, a background that significantly enriches our team.
What are people saying about us?
“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
“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
“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.
“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 in regards 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