Rosewood Family Advisors
Kavita Jain is a Tax Senior at Rosewood Family Advisors with extensive experience in tax preparation and taxpayer representation. Kavita has previously worked as a Tax Supervisor at Rose, Snyder & Jacobs LLP and as a Master Tax Advisor at H&R Block. Kavita holds a Master's degree in Taxation from California State University, Northridge, and is also an Enrolled Agent certified by the IRS. Additionally, Kavita has a background in travel and tourism industry management, having completed degrees in International Travel Consulting and Accounting and Finance.
Rosewood Family Advisors
Rosewood Family Advisors provides a diverse range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning. Our integrated suite of services is customized to fit the many needs of ultra-affluent individuals and their complex lifestyles. We assist in developing solutions for every phase of our client’s financial matters.