Topline | Rose Surprenant

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Rose Surprenant

Registered Representative at HdVest registered representative

Intro Book

Experienced tax professional with expertise in financial planning and accounting.

Claim this Profile

Location

Denver, Colorado, United States, US

Skills

Tax
Small Business
Tax Preparation
Financial Planning
Tax Returns
Payroll
Income Tax
Quickbooks
Financial Analysis
Strategic Financial Planning
Accounting
Show all

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Rose has 54 years of experience in the field, which is extremely extensive. She has worked as an Enrolled Agent and a Registered Representative, providing tax services. Her experience in financial planning and accounting is also impressive. Location is Denver, CO, which is not a major hub for finance or accounting. The average salary for an Enrolled Agent in CO is around $60,000 per year, but considering her experience, I would estimate her hourly rate to be higher. Let’s check averages. Experienced tax professionals can charge higher rates, especially in smaller markets. Maybe around $100–$200 per hour? But considering her extensive experience, maybe higher. Some top tax professionals can charge $250–$500 per hour. So I’ll estimate around $150

Bio

Generated by

Topline AI

Rose Surprenant is a seasoned tax professional with 54 years of experience in tax preparation, financial planning, and accounting. She has worked as a Registered Representative and Enrolled Agent, providing wealth management services and teaching high school math. Rose holds a Master of Arts degree in Educational Leadership and Administration.

Experience

HdVest registered representative
- Registered Representative
  - Jan 2004 - Present
  wealth management issues
Rose Surprenant EA
- enrolled agent
  - 1970 - Present
Denver Public Schools
- high school math teacher
  - 1976 - 2003

Education

1994 - 1996

University of Phoenix

1994 - 1996
Mapleton

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Rose Surprenant

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate