Individual Services

Our solid reputation for quality service and extensive knowledge of tax compliance makes Portia Rose, CPA Tax and Bookkeeping Services the perfect solution for your individual accounting needs.

 

Bookkeeping Services

Accurate record-keeping is essential for financial peace of mind.

Portia Rose CPA offers experienced, personalized service to all of her clients based upon their specific needs. She can help you get organized and tend to those day-to-day bookkeeping tasks that can be so complicated and time consuming.

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Tax Return Preparation for Individuals

Solid knowledge and experience of the special rules & requirements, Tax Preparation for Individual Taxpayers is a specialty of Portia Rose CPA who over the years has prepared numerous Federal and State returns for the self-employed, sworn personnel, ministers and members of the clergy and many others.

Tax planning and tax forecasting services are also available which assists in creating effective tax minimization which begins with long-term tax strategizing.

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Tax Representation

When a case involves an operating business, aggressive IRS Collections action (such as a bank or wage levy) or if a taxpayer has a complicated tax situation that needs extra attention, Professional Tax Representation be should be used. Representation is also useful if a taxpayer does not have the time or desire to speak with the IRS on their own.

A good tax professional will know the in's and out's of the IRS bureaucracy. They will know all of the right questions to ask you and how to properly present your case to the IRS so that you get the results that you deserve.

 

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