Focus More On Your Success,

Let Us Worry About

Your Accounting and Taxes

A Tampa CPA Firm

With Flexible Accounting Solutions

Welcome to J Rosen Financial CPA Services. Our company was created to provide individuals and small to midsize progressive companies with on-call and flexible accounting services and tax solutions.

Individuals may need our assistance with tax preparation or tax resolution. Our expertise and knowledge of the tax laws will ensure that you are aware of all of your entitlements. By working with us year after year, we are familiar with you personally and have a good understanding of your past tax returns to ensure that we can consider every credit and deduction you deserve.

For small business owners and managers who prefer to spend their valuable time focusing on the success of their business, we very well understand that, too, and are here to provide various accounting services as needed, or to work with you on an ongoing contractual basis. Our goal is to make sure your company is always operating at peak performance.

J Rosen Financial CPA Services provides assistance with special projects, including the review of a business deal to forecast cash flow or profitability. We are a resource for a wide variety of accounting procedures and will educate not only individuals, but management and employees on how to make financial and accounting tasks more organized and efficient while providing extremely accurate results.

If you feel your company may need to work on one or more of the issues below, we are here to help with:

How to increase sales and save money to improve the bottom line?

How to confirm that the core of your business is strong and can handle continued growth?

How to make your company look more favorable to a lender?

How to determine how much your business can afford to borrow?

How to find discrepancies between the company's financial statements and a declining bank cash account?

Our Services

Tax Preparation
We will provide you with sound tax preparation and consulting so you receive all eligible tax credits and tax-reduction incentives. Individuals and Businesses.
Accounting
As a business owner you have more important things to do than to keep your own books. We take care of it so you can get back to running your business.
CFO Services
Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller. That's where we help.
Payroll Taxes
Your employees are counting on you for accurate paychecks. We provide precise and compliant payroll tax services for a wide variety of businesses.
Call 813-288-0434
Today For A Free Consultation

Proudly Serving the Entire Tampa Bay Area

Our main CPA office is located in South Tampa off of Dale Mabry Hwy, just minutes from downtown Tampa. For your convenience, we're willing to come to your business if needed. Or we're also happy to meet you anywhere in the Greater Tampa area.

Meet Our Team

Justin Rosen
Certified Public Accountant & Founder
Justin was born in New Orleans, LA and grew up in Fayetteville, NC. He graduated from the University of North Carolina Wilmington with a Bachelor's Degree in Business Administration with a concentration in Accounting and has been a...
Janet Coberly
Payroll Tax Manager
Janet was born in Stillwater, OK and grew up in Warner Robins, GA where her father was stationed in the Air Force. She is a licensed CPA with degrees in Accounting and Finance from Florida State University. Janet has held...
Heather Elder
Director of Accounting
Heather was born in Buffalo, NY and grew up in Tampa, FL. She is a Certified QuickBooks Proadvisor in multiple versions and has her Bachelor's Degree in Accounting from the University of Phoenix. Heather focuses on organizing...
Evan Gerardo
Tax Manager
Evan was born in Tampa, FL. Graduated with his bachelor degree from the University of South Florida in accounting, while specializing in Tax accounting. Evan's focus is to make sure our clients are as tax efficient as...
Stephanie Ochoa
Accounting Manager
Stephanie grew up in Miami, FL. She moved to Tampa to attend the University of South Florida where she earned her bachelor’s degree in Accounting. After graduating with honors, she is now pursuing a master’s degree with...
Margaret Goff
Accountant
Margaret Goff is from Toccoa, GA and currently resides in Walhalla, SC. She has over 15 years of bookkeeping experience and an Associates Degree in Business Management. She assists the accounting department with...
Anthony Nowack
Tax Accountant
Anthony is originally from Connecticut and moved to sunny south Florida to attend the University of Tampa where he earned his Bachelor’s Degree in Accounting. He enjoys helping balance the financial needs and...
Gabrielle Rose
Tax Accountant
Gabrielle was born and raised in Connecticut and graduated from the University of Hartford a Bachelor's Degree in Accounting, as well as a Master's Degree in Accounting and Taxation. She plans to begin taking her CPA exams in early 2020.

Why Work With J Rosen Financial CPA Services?

Like most CPA firms, we also provide high quality tax and payroll services as well as financial reporting. However, we're much different from conventional Tampa CPA firms in that while helpful, we don't just focus on your historical financials and on what happened in the past. We are forward thinking. We measure what may happen when you make changes to your business plan or the way in which your finances are handled. Our goal is to help individuals and companies protect and continually enhance their core financial position.

The professionals at J Rosen Financial CPA Services are skilled at exploring a variety of strategies for cost reductions and use analytical procedures to anticipate and deter problems before they begin. Not only do we complete accounting functions and projects in an accurate and timely manner, but we educate our clients on how to use the information gathered to continually enhance their financial and business decisions. We are a fully registered Tampa Certified Public Accounting firm and the top CPA firm in Tampa, FL.

See our Google reviews if you're still not convinced!

Work with the best CPA firm in Tampa, FL! We will guide you through complicated business decisions!

 

Recent Posts From Our Blog

The Not-So-Hidden Consequences of Underpayment
It’s that time of year where employers begin sending out W2s and millions start gathering up important tax information to be filed. Some will get big ...
Top 5 Mistakes Made When Filing Taxes
While helping my clients file their taxes this past tax season, I came across some common mistakes during this process. Although this previous tax sea ...
Two Unusual, Yet Inexpensive, Ways to Buy a Used Vehicle
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1. CALCULATE YOUR TOTAL DEBT Only by knowing your total debt can you develop a plan to pay it down, consolidate it or possibly explore forgiveness. ...

Client Testimonials

Fast curteous and professional.
John Kluwin
We have worked with Justin and Heather for about a year now and find them extremely knowledgeable, helpful and easy to get a hold of. We really appreciate their fast response to any questions we may have.
Kelly Kepler
I loved working with Justin and his team! There was no stress at all and I had somewhat of a complicated tax mess on my hands ;) Justin and everyone on the team were helpful, informative, understanding, patient, kind, professional and most of all they got the job done. They turned something that was causing me a lot of sleepless nights into a very ...
Melissa Ebanks
I contacted Justin Rosen during 1st quarter of 2018. For unfortunate reasons, I was seeking a new Accountant after 7 years with my previous firm. Obviously, I was pensive as I knew this was going to be a learning experience starting from scratch with someone new. Justin was very assured and immediately jumped in and assisted me with some minor i...
Candace Westlake
Justin Rosen and his team are the best! They are a pleasure to work with, very knowledgeable, professional, friendly, and always go above and beyond expectations. They are like a natural extension of our internal team, just better!
Eldad De-Medonsa
Would recommend Justin and his team. It would be the easiest business decision to make. He and his staff always go above and beyond expectations to make sure their clients are satisfied. They are honest, professional, knowledgeable, and provide amazing customer service.
Faith Johnson
Justin was extremely helpful in helping us navigate our taxes! We've always used online tax resources, so this was the first year we sought out a CPA. As a business owner, our taxes were more complicated this year and we needed someone with Justin's expertise to guide us through everything. He was extremely helpful and knowledgeable, and he did eve...
Justin & Jackie Johnson
Very happy with the services I have received from J Rosen. He has made my life so much easier which has allowed me time to focus on running my business. His bookkeepers and staff are well trained and get the jobs done in a quick and timely manner. They always answer the phones and answer all my questions quickly. I feel very comfortable with having...
Stephanie Pisarksi
Justin has been working with us for a year. He is the 3rd accountant we have had in the last 5 years and by far the best. Prices are reasonable. Not only is he good with the numbers but he understands the "why" behind them and explains everything so it is easy to understand. He is always available to answer any questions and we would recommend his ...
Michael Wilson
I can't say enough about Justin Rosen and his team of accountants! They are a pleasure to have in our office space, very friendly and personable. Any time clients come in for appointments or stop by the office, Justin and his accountants welcome them warmly and are very helpful in answering any questions the clients have.
Andrea Romero
Justin has been our CPA for almost three years now. He and his staff always go above and beyond expectations to make sure their clients are satisfied. Prompt responses, great service, very knowledgeable. I recommend him without any reservations whatsoever!
Jason Stoll
Great customer service! Answered all questions quickly and was very helpful. Our taxes were done quickly. Would use again.
Megan Rebsch
We've worked with a few accountants over the past 15 years for both business and personal - but Justin and his team are truly the best. Very consultative and responsive. They are clear in communications, leaving no surprises regarding ...More
Kevin Bishop
I could not have been more pleased. Great pricing, fast turn-around, easy to work with. I highly recommend Justin.
Lawrence Hollyfield
I was always intimidated to get an accountant assuming I didn't know what I should know, or that I just wasn't big enough to justify their time. After making calls all around time leaving messages to set appointments, I called Justin and he picked up ready to help and answer questions. He answered all my questions and made suggestions that saved me...
Zach Jacobs
Justin made me feel very comfortable and the process of taxes was easy.
Wendy Parker
Outstanding tax service. My husband and I are physicians and were very pleased with Justin Rosen Tax preparation. We will definitely continue to use his service! Affordable, honest and maximizes the tax return refund. Highly recommended!
Raquel Appa Falcao
Justin provided excellent counseling to my personal and corporate taxes. I will continue to use his services in addition to recommending him to any one in need of financial services.
Chad McCluskey
Justin is great at what he does. I would highly recommend his services!
Alex Chamberlain
Justin is always professional and on point!
Shane Faunce
Accounting service that is trustworthy and knowledgeable to take your personal or business financials to the next level. The one on one help and advice has helped me better understand how I need to organize my small business. Very pleased with my business with J Rosen Financial service Inc.
Seth Gaines
Justin helped me with company start up structure and made clear all the concerns I had. He was prompt in replying to follow up questions not just with the answer but with helpful suggestions as well.
Brian Greff
Thank you Justin Rosen for getting me up and running with QuickBooks, teaching me the basics and always responding promptly with any questions, whenever I may have them. I would highly recommend Justin Rosen Financial Data Services for any of your needs, In my experience, he is honest, reliable, professional, and very knowledgeable in his field.
Sue Clarida
Very efficient service. Justin is very good about getting back to me promptly when I have a question or concern. He takes his time in thoroughly explaining his plan of action for my small business. I would highly recommend his services to small business owners who need in help in managing their business or anyone who wishes to become more organized...
Allison Wilkins
Justin is great to work with. He is very thorough, provides excellent service and responds promptly to requests.
Paula Sciortino
Mr. Rosen, is very helpful and works to make sure you understand what is being done for your best interest. I appreciate his help and patience. Good to do business with for business and personal tax preparation. GOD BLESS him.
Levan Ellis
Great. Justin did a great job. Had a few issues that made my EZ tax return not so easy and Justin took care of it quickly and affordably.
Timothy Garson
Has taken care of my taxes and such effectively and has given sound advice.
Valerie Herzog
Justin is AWESOME!! Very responsive to his clients needs. I highly recommend J Rosen Financial Data Services Inc. as your CPA.
Tim Davis
Justin is and has been an extension of our company and provides us with superb service. He acts as our in house accountant which allows us to focus on what we are good at. It has been a pleasure working with Justin for over 3 years now. Ryan Clegg President Clegg Insurance Group
Ryan Clegg
Justin is always great and very helpful!
Jeremy Hall
I am extremely happy with the services provided by Justin. Starting a new business can be very challenging, but Justin has been here to answer all our financial questions. He is friendly, reliable, and very knowledgeable. Justin responds to emails quickly which is an added bonus. Thank you, Justin, for making our life easier.
Natalie Vaughn
Always a great experience working with Justin. He is always professional, prompt and easy to work with. Highly recommend him and his services.
Lance Arvidson
So far so good.
Kristin Keough
Justin has handled our taxes for the past 5 years and has been thorough in uncovering and explaining deductible opportunities and garnered the maximum refund in each case. Whenever I have a question about our taxes, rental income etc., he always capably and enthusiastically breaks down the answer.
Steve Heisler
This was by far the easiest tax season ever! I had multiple life changing events during the 2014 tax year and J Rosen FDS was able to guide us right through! Thank you, SD
Shaw Dunkel
We've been doing business with Justin for two years and couldn't be happier. He's responsive and knowledgeable. I would highly recommend him and his firm. Terry Hawkins, Exec. V.P. - Benefit Technology Resources, LLC.
Terry Hawkins
Attentive and quick.
Mark Malinsky
Very helpful with keeping our books accurate. Goes the extra mile to help when needed. Would highly recommend!
Robert Olson
Justin and his team continue to provide excellent 'round-the-clock' service at a high level. I use J. Rosen FDS for both of my businesses and highly recommend them to anyone looking for top-notch accounting services with a boutique attention to detail.
Alex Miningham
Justin always has the insight to help me better prepare financially for next year--much appreciated!
India Perry
He's the best and has saved me a world of a headache!
Peter Dawood
I have been wondering where to find a reliable accountant who could go through the paperwork by keeping his honesty and integrity. I have found Justin Rosen the owner of the "J Rosen Financial Data Services Inc " I have enjoyed his great service and sound advice. I will highly recommend Justin to anyone looking for an outstanding CPA. If you choose...
Tatyana Sutherland
Doing a great job for us!
Eddie Russell
Knowledgeable, honest and efficient service. Very pleased with J Rosen Financial Data Services Inc.
Janet Kernis
Working with Justin has been just pure pleasure. He is energetic, anxious to learn and provides a solid service. My business is a young aggressive company that is 3 years old and runs very lean on head count. Justin has taken over the role of accountant and human resources and jumps in whenever necessary to assist other areas in which he can learn ...
Dawn Daugherty
My wife and I have been searching for someone that we can trust to do our taxes for years. We have tried doing them ourselves, and, as ashamed as we are to admit it, have often visited the closest H&R Block just to get it over with. This year we chose J. Rosen Financial Data Services after receiving a recommendation from a friend (and reading s...
Lance and Bethany Arvidson
Justin is a definite asset to our business. When we first met our business was growing and needed someone to help with financial statements. We didn't want to hire someone full time and needed someone who was flexible and easy to work with. Justin was a perfect fit! He has helped us with our financial statements, taxes and many other areas and has ...
Robert Olson
Justin Rosen is handling our taxes for the second year and my wife and I have been impressed by his eagerness, enthusiasm and knowledge of the tax code. We had returned to the Tampa Bay area and made the decision to change accountants from one in Bradenton. I would wholeheartedly endorse Justin for anyone in the St. Pete and Tampa area as well as s...
Steve Heisler
Working with Justin has been great, and I am happy to recommend his services. He has assisted me in setting up a financial system to manage my small business (as well as trained me on how to use it), takes care of my monthly reconciliation, and all of my governmental requirements for the business. He also prepares my personal income taxes. He is ho...
Anita Harmon
Justin is highly qualified and very knowledgeable in helping to organize your business. Justin is a whiz in Quickbooks and was an excellent teacher in helping me with my Quickbooks skills. He provides very reasonable and professional services with outstanding results. Justin would be a tremendous asset for any company or individual and has my highe...
Lori Gagnon
Justin Rosen really helped me through the process of getting my taxes in order. As a new homeowner, there were many deductions and procedures that I was unfamiliar with. Justin managed to get my paperwork straight and clearly explained what I needed to know for the next tax year. Thanks, Justin—a 1040‐EZ just wouldn’t have cut it!!
India Perry
Last year I started searching for another accountant/financial advisor. I searched the greater South Tampa area to find someone close that could take care of my taxes and answer my financial questions. I found Justin by extensively looking online for someone that had the best feedback from their customers, Justin had the best reviews, and for good ...
Aaron Kranz
Justin a highly skilled accountant and I would highly recommend his services. He is quick and responsive. I often email him at 10pm with questions about my numbers and by 9am the next day he has solved my problem!
Alex Chamberlain
Justin has helped me through the whole process of starting up my business and understanding the do’s and don’ts. Anytime I had a question he never hesitated to give me the answer right away. Justin is very knowledgeable on Quick Books (trained me) and kept me on track with the IRS. I have confidence in him with my personal business information kept...
Beth Alfonso
Through the past year of working with Justin I have grown to learn everything there is to know about QuickBooks and company financial management. I had no financial background prior to his assistance and now I can knowledgeably present on all aspects of the company’s finances, create customized reports for any number of requests from my boss, probl...
Merideth Henry
Justin is a true "on call" accountant. Always there to answer my questions and concerns!
David Rash
Top Notch Service!!! Extremely Reliable!!! Justin is a great guy and provides amazing service. I refer Justin Rosen F.D.S. Inc. to everyone I know.
Jared Badeaux
Great experience will use for years to come! .... Thank you
Will Arroyo
Extremely knowledgable, very sufficient, great service. Has helped me alot. Takes the pressure off me knowing everything will be done right! :)
Ashlee Macdonald
Working with you was a great experience. You were quick, convenient and professional. Thank you for making tax season a breeze!
Amanda Bailey
Justin worked for our firm from September 2008 to May 2010. From the beginning, he accepted responsibilities and addressed his work assignments with enthusiasm. When research projects were called for, he put forth the necessary effort to complete his assignments thoroughly. He seemed to enjoy problem-solving and was very helpful on in-house technol...
Lois W. Farrell CPA
Thank you for your great service. You are a wonderful CPA and very helpful and knowledgeable. I will refer you to all my friends, family and co-workers.
Brian and Tara Taylor
Highly capable firm. Will recommend to others.
Andrew Dicksey
Fast, professional and reliable accounting services. Would highly recommend to others.
Alex Miningham

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