Rosemarie Sy, EA - Modesto, California

Introduction to Rosemarie Sy, EA

Rosemarie Sy, operating under the professional designation EA (Enrolled Agent), offers a comprehensive range of financial services from her office located at 3600 Sisk Rd #5A-9, Modesto, CA 95356. Her contact number is 209-823-8698, and for those curious about her online presence, her website rosemariesy.com provides additional insights into her services.

Key Services

Rosemarie Sy specializes in several vital financial services:
- Tax Preparation Service: Ensuring clients are compliant with tax laws and maximizing their refunds.
- Bookkeeping Service: Helping maintain accurate financial records.
- Insurance Broker: Offering advice on insurance needs tailored to individual clients.

Accessibility and Convenience

For those who value accessibility, Rosemarie’s office is fully wheelchair accessible, complete with a ramped entrance, accessible parking, restroom, and seating areas. This makes her services inclusive for everyone. Appointments are recommended to ensure a smooth experience, especially considering the personalized and compassionate service she provides.

Customer Satisfaction and Credentials

Clients rave about Rosemarie’s expertise and personalized approach. With over 12 reviews on Google My Business, her average rating stands at an impressive 4.6 out of 5. Many reviews highlight her compassion, professionalism, and the friendly, energetic manner in which she conducts her business. For instance, one loyal client expressed, "This was the 2nd year we have had Rose do our taxes. We think very highly of her and her knowledge." Such testimonials underscore her reliability and the value she brings to her clients. Rose’s assistant, Jackie, is also commended for her helpfulness, enhancing the overall client experience.

Contact Information and How to Connect

To seek Rosemarie's expertise, interested parties can visit her website rosemariesy.com or call her directly at 209-823-8698. Given the positive feedback, it's clear that her services are not just competent but also deeply appreciated by her clientele. For those considering tax preparation, bookkeeping, or insurance services in the Modesto area, Rosemarie Sy stands out as a highly recommended professional.

👍 Reviews of Rosemarie Sy, EA

John I.

5/5

This was the 2nd year we have had Rose do our taxes. We think very highly of her and her knowledge. Rose is a very compassionate person. She is very personal and friendly with people. She is so energetic, I don't know how she does it all. We highly recommend Rose.

Marco G.

5/5

Rosemarie has been doing my taxes for over 20 years. She is very professional and a wonderful person. Jackie her assistant is also great and helpful.
Thank you Rosemarie!

Manolo V.

4/5

I've been going to this wonderful lady for 22 plus years for filing my income tax return and never been audited.Her work is professional,great customer service and most importantly,she charges a very reasonable price.She is always updated with the current tax laws, listens and answers all my questions.
I definitely recommend her for your income tax return filing.Why don't you give it a try!

Shelia S.

5/5

It's a pleasure to have Rosemarie Sy. Professional smart and kind. Recommend her for your tax needs.

ROSEMARY R.

5/5

we love doing our taxes with her and will continue forever.

Bradd A.

5/5

Ate Rose explained in details and educated us properly.
Highly recommended.

LOLLZ B.

1/5

A 1 star is too generous. I would go so far as too give ZERO !!!
After numerous phone calls and requests. I had to threaten calling the IRS To get a response from Rosemarie when I did speak to her she told me she was too busy to forward my tax info in a timely manner and told me to “F—- off and hung up ! it took weeks to finally get her assistant to email my paperwork. THE WORST EXPERIENCE AND MOST UNPROFESSIONAL .
My advice would be do your research before trusting any personal documents with this place !!!!

Anthony S.

5/5

Great service and very knowledgeable.