THE SMART                                                                            
    TAX LADY
                                        WHO CARES!
           _________________________________________
           Current Special:  50% Less than H&R Block's Prices! *
 
  • PERSONAL TAXES
  • SIMPLE EZ'S to VERY COMPLEX
  • EDUCATION EXPERT
  • SMALL BUSINESS
  • INVESTMENTS
  • RETIREMENT  ACCTS
  • ACA PENALTY EXCEPTIONS
  • FBAR Assistance
  • TAX PLANNING
  • IRS LETTERS
  • TOO MANY other Areas of Expertise  to List!!
 
  • LICENSED, BONDED, INSURED
  • I  HUNT FOR EVERY LEGAL TAX DEDUCTION!
  • Former                                            MASTER TAX ADVISOR                           at  H&R Block
  • ENROLLED TO PRACTICE BEFORE THE IRS
  • OVER 12 YEARS EXPERIENCE
  • LOW PRICES
  • ACCEPT ALL MAJOR CREDIT CARDS​
  • ​FAST ELECTRONIC FILING
  • CONSULT OR TAX PREP
  • YOU ARE NOT A NUMBER TO ME!
 
 
 
 
 
 
 
 
 
 
 
 
 
 
VALERIE McCABE ROSE, E.A.
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Expert Income Tax Preparation
With Kindness & Concern
rosevalerie40@yahoo.com
(805) 638-2485 VOICE
(805) 581-5975 FAX
______________________________________________________________________

I'm available Year Round for all your Questions!
_______________________________________________________________________
 
YOUR HOME
or
MY SIMI VALLEY HOME OFFICE

No Travel Fee to Thousand Oaks, Moorpark or Simi

By Appointment Only
3374 Granite Peak Avenue
Simi Valley, CA  93065
.
 
Please Call Anytime between 9am & 8pm
I Look Forward to Meeting You!
 
 
Map for Appointments Only
TAX HELP YOU CAN TRUST!
My History...
I was H&R Block's youngest Tax Preparer way back in 1979 at the age of 18.  Don't ask me why I've always been obsessed with numbers!
But I'm grateful for those "olden years" when we did your taxes by hand--Because it means I UNDERSTAND taxes in a way that's become almost obsolete nowadays in this computerized age.  
Not that  I don't take full advantage  of outstanding and secure tax software!  But I do an excellent job  on your taxes from many angles... Hunting for EVERY deduction you're entitled too!...  And fully EXPLAINING  your tax situation--Because I understand taxes!   
And I will plan ahead with you for the next and future years--To hopefully reduce your taxes not just THIS year--But in the years to come!  True concern always involves looking ahead; doing our best to prevent unwanted SURPRISES--And maximize savings in the future!
 
If you're not sure what that "E.A." means by my name--Don't let the full title scare you!   "Enrolled to Practice Before the IRS" (or "Enrolled Agent") means I've been tested more strenuously in taxes than  a CPA is**.  I am not a CPA--and don't have their "all around" education in things like auditing large corporations.  Instead I've chosen to focus more specifically on TAXES--and our testing as enrolled agents is more strenuous in the specific area of income taxes.  My credential as an "E.A." most certainly does not mean I work for the IRS--Indeed I work exlusively for my clients!  But it means I can represent clients at an audit  like a CPA would do (without the client being present), or handle an appeal or collection issue.
 
When the IRS used to score this test, I had some of the highest scores in the country.  These high scores represent my commitment to excellence in all that I do!  But much more important than that, are the PEOPLE I work for.  You can count on me to truly care about your tax situation  (I think about my client's situations day & night!)  I'll go the extra mile to help in every way I can--While keeping my prices as LOW as possible!  
 
 
 
 
 
**on the "CPA Exam" (Uniform Certified Public Accountants Exam)
Audit Protection and
"Fee from Refund" Services Available*


Subject to Terms & Qualifications
*50% Off H&R Block's Regular Prices.  
(This also applies to other major names like Liberty Tax & Jackson Hewitt).
You can:
Bring in last years return done at H&R and I'll charge you 1/2 that price.  Minor changes ok.  
Or...
1/2 off this year's Retail Price quote from them.  (Obviously I can't take half off an already specially discounted price--Or their 1/2 off Switch offer.  (In that case I extend the same 1/2 off their switch offer does PLUS an extra 10% off!  (And a $45 minimum compared to their $75 minimum). Also,  mine doesn't expire March 15th like there's does.  I extend this offer through April 5th--And I extend very reasonable prices through April 18th as well.   
Or...
As a former Master Tax Advisor at H&R Block, I always hated how much we charged,    I know roughly what their per form fees are and will make an honest effort to charge 1/2 that amount.  

OR
HOURLY FEE OFFER:
25% off my already low prices!
My Regular Hourly Fee is only $60/hour, 
25% off = $45/hour, with a one hour minimum
I'm even currently waiving my $20 base software fee.
There are no extra charges, not even for coming to your home!
But here's the fine print:
I  am an excellent tax preparer who insists on doing a great job.  This means I will not rush our interview because I do not want to miss any possible tax deductions for you.  It also means  I will look AHEAD with you because Tax Planning can save people hundreds or even thousands of dollars,  Especially if you have any changes coming up, it is absolutely in your best interest to discuss the tax ramifications ahead of time and often I'll have suggestions to save you money.  I refuse to put you in a one hour time slot like typically happens in the industry, unless you are a simple 1040EZ.  
.
None of this means I will inflate my time--Usually I charge people considerably less than the actual time I spend on their return.
.
  I can often finish your return during our appointment if you desire. BUT I
prefer to do our initial interview , and then have a few days to enter & process your information, and THINK about your tax situation.  I spends hours day & night thinking about my client's cases which I do NOT charge them for--And often I come up with  money saving strategies.  

FINALLY...
I will always extrend my %off my hourly fee specials to EXISTING CLIENTS--Not just new ones!  
You'll find most "Special Prices" in the industry only apply to New Clients.  I refuse to do this.

All conditions subject to change.