Rose Snyder & Jacobs

What Rose Snyder & Jacobs does

Rose, Snyder & Jacobs LLP is an independent, full-service accounting and business advisory firm headquartered in Encino, California, founded in 1976 as Tony A. Rose Accountancy Corporation and renamed in 1991 when Jake Jacobs joined to lead the Audit Department. The firm employs 60+ professionals organized across Tax & Strategic Planning, Assurance & Compliance, Mergers & Acquisitions, Entrepreneurial & Business Advisory, International Tax Consulting, Nonprofit & Specialized Accounting, and Family Wealth Services. M&A engagements are delivered through a proprietary methodology the firm brands as Quadrant Thinking.

The firm serves high-net-worth families, entrepreneurs and family-owned businesses, public companies, and specialized industries (real estate, biotech, technology, and nonprofits) on a nationwide basis from a single Encino office. The senior bench is anchored by founding partners Tony Rose and Jake Jacobs (the latter ex-KPMG Peat Marwick) and includes tax, audit, and SEC partners with Big Four pedigrees at KPMG, Deloitte, and Grant Thornton. The firm is a member of Russell Bedford International, providing international collaboration capacity, and operates a structured professional-advisor referral program.

The business is a fee-for-service professional services model: revenue is generated through hourly billing, fixed fees for discrete engagements, and annual/multi-year retainers. There is no proprietary technology platform; delivery relies on standard industry tools (ProSystems, CCH Axcess Tax, Engagement Trial Balance, XCM Tracking Systems) plus the CountingWorks client portal for secure document exchange, eSign, and appointment scheduling. Go-to-market is relationship-based — direct outreach, referrals from attorneys, bankers, and wealth managers, free discovery calls, and a content-driven Learning Center/email newsletter.

Name

Rose Snyder & Jacobs

Legal name

Rose, Snyder & Jacobs LLP

Website

https://rsjcpa.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

51–100 employees

Short description

Rose, Snyder & Jacobs LLP is an independent, 60+-person Encino-based accounting and advisory firm offering tax, audit, M&A, international tax, nonprofit, and family wealth services to high-net-worth families, entrepreneurs, public companies, and specialized industries nationwide since 1976.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Other Accounting Services (541219), Management Consulting Services (54161), Professional, Scientific, and Technical Services (54)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Transaction Services (Financial, Tax & Commercial Due Diligence) (BPAHAOAB), Fairness Opinions & Independent Financial Advice (BPAHAOAF)

Keywords

• Tax planning services
• Audit and assurance
• Mergers and acquisitions
• Business advisory services
• Wealth management services

Headquarters

HQ city

Encino

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Professional Services - Tax & Accounting: Fee-for-service professional services including tax compliance, strategic planning, assurance, and business advisory. Revenue generated through hourly billing, fixed fees for specific services, and annual engagement retainers. Services delivered by 60+ professional staff.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Rose, Snyder & Jacobs LLP is an independent, full-service accounting and advisory firm offering an integrated suite of seven core service lines: Tax & Strategic Planning, Assurance & Compliance, Mergers & Acquisitions, Entrepreneurial & Business Advisory, International Tax Consulting, Nonprofit & Specialized Accounting, and Family Wealth Services. The firm delivers tax compliance, financial statement audits, SEC filings, M&A advisory (via the proprietary Quadrant Thinking® methodology), outsourced CFO services, and high-net-worth family wealth planning. Services are fee-based, delivered by a 60+ person professional team from the firm's Encino, California headquarters to clients nationwide.

Product overview

Rose, Snyder & Jacobs LLP is an independent, full-service accounting and advisory firm offering a unified suite of seven core service lines rather than a software product platform. The portfolio spans Tax & Strategic Planning, Assurance & Compliance, Mergers & Acquisitions (delivered via the firm's proprietary Quadrant Thinking® methodology), Entrepreneurial & Business Advisory (including outsourced CFO services), International Tax Consulting, Nonprofit & Specialized Accounting, and Family Wealth Services. Together these services form an integrated advisory offering designed for high-net-worth families, family-owned businesses, entrepreneurs, public companies, and nonprofits nationwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax & Strategic Planning Year-round tax compliance and strategic planning services including federal, state, and local tax compliance, strategic entity selection, multi-year projections, succession planning, international tax structuring, and executive compensation design. Serves closely-held corporations, family-owned businesses, partnerships, and high-net-worth individuals.
• Assurance & Compliance Financial statement audits, reviews, and compilations; SEC filings; internal control evaluations and SOX compliance; agreed-upon procedures; and M&A due diligence. Designed for public companies, nonprofits, and private firms requiring regulatory and financial reporting compliance.
• Mergers & Acquisitions End-to-end M&A advisory services including target identification and valuation, financial and tax due diligence, deal structuring, negotiation support, and post-merger integration, delivered using the firm's proprietary Quadrant Thinking® methodology. Targeted at entrepreneurial ventures, public companies, and family-owned businesses pursuing transactions.
• Entrepreneurial & Business Advisory Outsourced CFO services, strategic business planning, budgeting, forecasting, operational workflow analysis, and management succession planning. Designed for growth-stage businesses and entrepreneurs that have outgrown smaller CPA firms and require a strategic advisory partner.
• International Tax Consulting Cross-border tax planning and compliance including global structuring, U.S. inbound/outbound planning, transfer pricing strategy, GILTI/Subpart F planning, and expatriate compensation. Targeted at businesses and individuals with multi-jurisdictional tax exposure.
• Nonprofit & Specialized Accounting Compliance and reporting services for nonprofits, foundations, and specialized industries including Form 990 preparation, grant compliance, board reporting, and industry-specific reporting for real estate, biotech, and technology sectors.
• Family Wealth Services Comprehensive wealth management advisory for high-net-worth families including family office planning, trust and estate strategies, intergenerational wealth transfer, business succession, charitable giving, and asset protection. Designed for high-net-worth families seeking multi-generational wealth preservation.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Russell Bedford InternationalminorStrategic or Co-development PartnerRose, Snyder & Jacobs is a member of Russell Bedford International, a global network of independent professional service firms. This membership provides access to international resources and collaboration opportunities with firms worldwide, though specific collaboration details are not extensively detailed.

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Andersen (Andersen Tax): Large independent tax and advisory firm serving corporations, HNW individuals, and family offices globally with strong international tax capabilities — comparable independent positioning with deeper international reach than RSJ.
• Grassi & Co. Top-100 independent accounting and advisory firm serving middle-market businesses, HNW families, and nonprofit organizations with tax, audit, advisory, and outsourced CFO services — closely comparable to RSJ's integrated service model.
• WithumSmith+Brown: Top-30 independent advisory and accounting firm with strong middle-market, HNW, family-office, and SEC practice — comparable service breadth, scale (similar headcount tier), and target client base to Rose, Snyder & Jacobs.
• Citrin Cooperman: Top-30 U.S. accounting and advisory firm serving private companies, HNW families, and middle-market businesses with tax, audit, and advisory services — closely comparable in scale, independence, and service mix to Rose, Snyder & Jacobs.
• PKF O'Connor Davies: Top-30 U.S. accounting and advisory firm serving privately-held businesses, family offices, public sector, and HNW clients with tax, audit, and advisory services — similar independent mid-market positioning to RSJ.
• Marks Paneth (now Forvis Mazars): Mid-market accounting and advisory firm serving closely-held businesses, family offices, real estate, and nonprofit clients — comparable independent mid-market heritage and service mix before its combination into Forvis Mazars.
• Anchin, Block & Anchin: Mid-market accounting and advisory firm headquartered in New York, serving closely-held businesses, family offices, entrepreneurs, and high-net-worth individuals across tax, audit, and advisory — a strong analogue to RSJ's positioning and client mix.

Broad incumbents

• RSM US: Top-5 U.S. accounting firm focused on the middle market with audit, tax, and consulting services — broader scale and geographic reach than RSJ, but overlapping target client base of middle-market, family-owned, and public-company clients.
• Crowe LLP: Top-10 U.S. accounting and advisory firm with strong middle-market and SEC practice, including outsourced CFO and M&A advisory services — overlapping target client base and service breadth with RSJ, but at significantly greater scale.
• BDO USA: Top-5 U.S. accounting and advisory firm serving middle-market companies, HNW families, and nonprofits — competing in many of the same service lines (audit, tax, M&A, international tax) but at materially larger scale than RSJ.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/sharer/sharer.php?u=https://rsjcpa.com
• Xtwitter.com/intent/tweet?source=https://rsjcpa.com
• LinkedInlinkedin.com/shareArticle?mini=true&url=https://rsjcpa.com
• Pinterestpinterest.com/pin/create/button/?url=https://rsjcpa.com

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rose Snyder & Jacobs