About
Rose Tax Solutions is a boutique tax firm dedicated to getting you organized in Business, Accounting, & Taxes. Our Tax Accounting experience began in 2003. Our speciality includes individual and business tax preparation, Bookkeeping, Tax Planning and Implementation, as well as Notary Services.
We enjoy educating clients on the tax saving strategies to ensure taxpayers become profitable in their business as well as increase cashflow in their household.
Reviews
Mika N.
TY W.
Londale N.
Frequently asked questions
What is your typical process for working with a new customer?
Our process includes an extensive phone or office consultation, securing an engagement agreement, providing a comprehensive checklist, and onboarding clients in order to deliver services.
What education and/or training do you have that relates to your work?
Our Tax Advisors participate in extensive Continued Education throughout the year related to tax preparation, bookkeeping, and other finance areas.
Do you have a standard pricing system for your services? If so, please share the details here.
Our starting rate for individual tax preparation is $250 (includes state filing) or $450 for Business Returns (Schedule C, Partnership, and Corporate Returns). Our bookkeeping service is $350 (setup fee) and start at $175 a month.
How did you get started in this business?
We got started in this business through technical training with Tulsa Technology Center and has engaged in annual continued education.
What types of customers have you worked with?
Rose Tax Solutions provide solutions to individuals, families, and businesses.
Describe a recent event you are fond of.
We are fond of the opportunity to help parents at a local daycare with understanding the tax savings through credits each were entitled to while teaching them how to invest their tax refund to advance their wealth building.
What advice would you give a customer looking to hire a pro in your area of expertise?
Our advice is to be open minded and to remain engaged with the process. Make sure to provide all tax-related documents no matter the amount listed on the form.
What questions should customers think through before talking to pros about their needs?
Customers should think through the process necessary to provide accurate and comprehensive services. It is important for customers to make up their mind that hiring a pro will save them time and money sooner than later.