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Roz Strategies

Roz Strategies

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
CPA License

Contact Information

Address

11239 Ventura Blvd

Studio City, California 91604

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-4:30PM
Tuesday 8AM-4:30PM
Wednesday 8AM-4:30PM
Thursday 8AM-4:30PM
Friday 8AM-4:30PM
Saturday Closed

Customer Reviews

A mindset change with Michael and his team. Michael works with Tax Resolution firms and teaches how to have better systems, advertising and mind set is important to understand the needs of the clients. Learn from Michael and everybody involve on his team is amazing because we learn from the best!

Michael and his team are the highest Experts in the field. There are always questions in dealing with IRS issues and they always have strategies and solutions to help us help our clients. Highly recommended.

Michael Rozbruch and his team have helped us grow our business to a place we never thought possible. When we first began our business, we were truly working in the dark, trying to figure it out as we went along. While that certainly taught us to be resourceful, it wasn't getting us where we wanted to be. The Roz Man gave us the exact steps to take and shed light on the path to success! He also provided excellent resources to help us take those steps. I will forever be grateful for him and his dedicated staf

Michael and his team are the absolute best! He will tell you what you should do, and then hold you accountable...how many of us NEED that? All of us! Michael has been instrumental in helping me grow my business from $30K in 2018 to $700K in 2024. You can't ask for a better mentor!

Michael?s program changed my life. From his trainings, I went from exactly zero revenue to a successful tax resolution business owner. It took a ton of time, effort, and trial / error; but there is absolutely no way I could have achieved this success without Michael?s help. If you are interested in getting into tax resolution, I highly recommend Michael?s training.

Michael Rozbruch and Roz Strategies helped me grow my business over the last 7 years to a level I never believed possible. He and his team knew what I needed to do and saved me numerous mistakes that would have cost me time and money in my tax resolution business. This ability to focus on top priorities allowed me to grow my business of helping the taxpayers who wanted our help. I owe my success to Michael Rozbruch.

Michael Rozbruch is the # 1 expert in the country for building and running a tax resolution business. From soup to nuts his proven systems and attention to every detail and facet of running a tax resolution business is without comparison. If you are new in business or already established do yourself a big favor and invest in Roz Strategies now!

I met Michael about 10 years ago and at that time had no tax resolution experience. Since joining his mastermind groups, I sold my tax practice and devote all of my efforts solely to tax resolution cases. My wife and I are now living the life that we use to dream about....thanks to the ROZ MAN!

I spent $1,997 to get involved in the Client on Demand program. I spent over $10,000 in facebook ads through this program and never even got ONE prospect to speak to. They only give you a 30 day refund guarantee when it takes that long to set up the program! Don't waste your money on suggestions and programs that don't work as presented and then "oh the 30 day guarantee has expired and we are not liable for anything!" ANSWER TO THE RESPONSE ---The response you sent had many errors and false statements.

Michael truly wants to help grow your practice. A good guy with a lot of knowledge.

Michael and his team are true professionals. They have proved this to us time and time again. Their desire for you to succeed is palpable. I would highly recommend

All they are going to tell is that you have to spend thousands of dollars in marketing to get more business. Cut out the middle man and go talk to an marketing company and spend your money on something that actually going to bring in business.

Roz and his team are great to work with!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.