About RFBM CPAs
RFBM CPAs is an experienced firm dedicated to providing accounting and tax services to our wide-ranging client base. We are among the most highly regarded Salt Lake City CPA firms because we always put our clients' needs first, so call us at 801-288-1222 and let us know how we can help you.
Our services include comprehensive tax planning and preparation, all facets of accounting and bookkeeping, general business advising, and much more. We're proud to serve both business and individual clients throughout the Salt Lake City area including Sandy, South Jordan, Murray, Draper, as well as across the United States. We also have clients currently residing in foreign countries. Through modern technology we are able to service our client's needs as if they were down the street from us.
Meet Our Team
Hal Rosen, CPA
Hal Rosen has over 40 years of experience in business accounting. He started with a "Big Eight" international accounting firm and has held partnership positions with local CPA firms, as well as financial and executive positions with companies in numerous industries. But, the majority of his experience is in working with small businesses like yours. Hal has co-founded more than twelve companies which has given him the real-world, "hands on" experience to help other small business owners. He is a qualified business advisor who can relate to your challenges and help you succeed in today's difficult economy.
Hal is also an Advanced QuickBooks Certified ProAdvisor and has taught classes on how to use QuickBooks to help make smart business decisions. He can train you and your staff on how to use QuickBooks most effectively and efficiently. He is a member of the Intuit Trainer/Writer Network.
Hal is the father of four children and also has 14 grandchildren. He has been actively involved as a soccer coach and referee, and is an avid fan and season ticket holder of Real Salt Lake, the local Major League Soccer team. He is also an avid cyclist (mostly road biking, with a little mountain biking).
For the second year in a row, Hal has been named as a Top 100 ProAdvisor by Insightful Accountant for 2016.
Brent Peterson, CPA, Tax Manager
Brent has 19 years of experience in public accounting with extensive experience in tax compliance work in the corporate, partnership, trust, retirement plan, and individual areas. Brent specializes in tax planning and consulting for small and medium sized business owners. His goal is to help his clients pay the least amount in taxes legally required. He obtained his Bachelors and Masters degrees in accounting from Southern Utah University. Brent enjoys spending time with his family, fishing, and watching sports.
Yoko Munzert, Staff Accountant
Yoko Joined RFBM CPAs in October 2014. She has a RTRP(IRS Registered Tax Return Preparer) certificate and worked for a large tax retail company where she gained experience preparing and filing tax returns for individuals and sole proprietors. She has 7 years of experience in International Export/Import Trade between the United States and Japan. She was responsible for researching and applying government trade regulations for shipper and consignees and meeting customs requirements. She also has experience in international business and warehouse operations. Yoko is a Certified QuickBooks ProAdvisor for QuickBooks Online and QuickBooks Desktop. She enjoys reading books and visiting her family in Japan.
Jane Simons, Staff Accountant
Jane joined the RFBM CPAs team in June of 2017. She has her Bachelors of Science degree in Accounting and will soon be going back to school for her Masters to achieve her goal of becoming a CPA. Jane is also a Certified QuickBooks Online ProAdvisor. ;Her background is in real estate and small business. She has run her own small business for many years and uses that experience to help our clients grow and maintain a sustainable business and help them achieve the end goal of financial freedom. When not at work, you will find Jane with her awesome husband and her two amazing sons. Her family means the world to her and, although she is completely outnumbered (even her dog is a boy), that just means she has six pockets for her stuff to go in so she doesn't need to bring a purse! She loves to travel, play golf, go to amazing restaurants, camp, ride ATVs, play croquet, watch scary movies, read, and just sit outside on beautiful nights enjoying the fresh air.
Bernadette Sabinay, Executive and Marketing Assistant
Bernadette joined RFBM in February 2017 and has been an executive assistant providing administrative and business support to top management for more than four years. She holds a Bachelor of Science degree in Office Administration and also an Associates in Computer Secretarial. Aside from being an executive assistant, she has extensive experience working as a sales person from generating leads to client presentations. Her work history also includes experience preparing and working on government bids. She spends her free time watching movies or having coffee with friends and she also loves to travel and explore the beauty of nature.