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Hal Rosen

schedule a free consultation

I help small businesses through the use of QuickBooks and pro-active tax planning.

credentials

contact

+1(801) 288-1222
hrosen@rfbmcpa.com

5911 Fashion Blvd Ste 200

Salt Lake City UT 84107

social

bio

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I've started and run many businesses so I have a unique perspective in helping the small business owner because I've walked in their shoes. Helping a new or struggling business become successful is the ultimate high for me!

q & a

What characteristics do your favorite clients share?

They are small business owners who use QuickBooks or individuals who need tax planning and tax preparation services.

Why should a client hire you?

We are experienced, we are open year round, and we value our relationship with our clients. Not all accountants are created equal - we provide more!

Describe a time where you went beyond expectations when working with a client.

Most accountants do a fine job recording the history you give them. They compile monthly, quarterly, and annual reports. At tax time, they put the "right" numbers in the right boxes on the right forms. But then they call it a day. At my firm, we're different. We don't just record history. We help you write it, with a proactive attitude and complete menu of tax and accounting services.

What single project or task would you consider your most significant accomplishment in your career to date?

I co-founded a company in 1984, was the CEO, we raised three rounds of venture capital financing and grew the company from nothing to 70+ employees with world wide sales to the largest companies in the world.

education

BYU

Bachelor of Accounting

1977

experience

Deloitte Haskins & Sells

Senior Accountant
Salt Lake City, UT

09/1977 - 10/1980

RFBM CPAs PLLC

Managing Partner
Salt Lake City, UT

06/1991 - present

associations

QuickBooks Advanced Certified ProAdvisor

Member since 1999

National Advisor Network SLC Group Leader

Member since 2011

business info

Rosen Fitzgerald Baggaley Meurer CPAs PLLC

Tax Preparation, QuickBooks, Payroll Prep, IRS Resolution, Tax Planning

www.rfbmcpa.com

Established 1991

We are QuickBooks experts. We specialize in tax planning and tax preparation for businesses and individuals.

hours of operation

Sunday closed
Monday 09:00 AM - 05:30 PM
Tuesday 09:00 AM - 05:30 PM
Wednesday 09:00 AM - 05:30 PM
Thursday 09:00 AM - 05:30 PM
Friday 09:00 AM - 05:30 PM
Saturday closed

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

fee structure

Hourly fees


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