I’m Rosalie Santana, an IRS Enrolled Agent with more than 18 years of accounting, tax, and finance experience. I help business owners and individuals understand their numbers, stay compliant, reduce tax surprises, and make more confident financial decisions. My experience includes tax preparation and planning, IRS representation, bookkeeping and financial cleanup, payroll, financial reporting, cash-flow analysis, and business advisory.
Before building my own practice, I spent years working in corporate accounting and finance, giving me firsthand experience with the financial challenges businesses face as they grow. I understand that accurate books and completed tax returns are only part of the picture. My goal is to help clients understand what their numbers mean, identify problems early, and create a practical plan for what comes next.
As a bilingual English- and Spanish-speaking professional, I also understand how difficult financial and tax matters can feel when language becomes another barrier. Clients can expect clear explanations, practical guidance, and a relationship built on trust, responsiveness, and understanding—not unnecessary jargon.
Licensing & Credentials
Services Offered
Tax Specialties
Where I Provide Services
