We are a team of professionals dedicated to building lasting relationships with our clients. We strive to exceed our clients’ financial planning objectives and simplify their tax needs.
RoseMcKenna PLLC is a boutique accounting firm comprised of energetic and experienced professionals committed to providing personalized client service. We value and appreciate each client as an individual or family with unique needs. Through our personalized and dedicated approach, combined with our core principles of excellence, integrity, responsiveness, and candor, we strive to always exceed our clients’ expectations and build lasting relationships.
Our practice includes tax compliance and consulting for individuals, trusts, estates, private foundations, and small businesses. We are well-versed in both inbound and outbound U.S. taxation, charitable planning, and estates and trusts. Our practice is led by former “Big 4” accounting professionals who are experts in their fields.
We value highly a collaborative team approach with our clients’ other professional advisors (attorneys, financial advisors, etc.) We hold ourselves to the highest standards because we appreciate and understand the significance of our role as trusted advisors to our clients.
Steve Rose is a founding partner of RoseMcKenna PLLC. Steve has over 25 years of experience providing comprehensive income tax and estate and gift services to high-net-worth individuals, corporate executives, family entities, and small businesses. He has established a broad network amongst the area’s estate planning attorneys and investment advisors who cater to a similar clientele.
Steve received his undergraduate accounting degree from Tulane University and his law degree from the University of Florida, where he served as a Senior Editor of the Florida Law Review and an Editor of the Florida Tax Review. Steve is a licensed Certified Public Accountant in the District of Columbia and is a member of the District of Columbia and Florida Bars.
Steve is frequently recognized by Washingtonian Magazine as a top financial advisor.
Before establishing RoseMcKenna, Steve worked for PricewaterhouseCoopers in their Personal Financial Services group.
Kristen McKenna is a professional Certified Public Accountant who specializes in wealth planning and income tax services for high-net-worth individuals and their families. Her specialties include personal income tax, estate and gift planning, charitable giving strategies, and international tax law.
Kristen McKenna graduated summa cum laude from Northeastern University with a Bachelor of Science in Business Administration, where she majored in accounting and international business. She received a Master of Science in Taxation from American University. Kristen is licensed as a Certified Public Accountant in the District of Columbia and Virginia.
As the partner of a growing boutique CPA firm serving wealthy individuals, Kristen goes the extra mile when it comes to her clients and their unique situations. In addition to offering a deep, technical knowledge of complex tax law, she regularly helps clients with executive compensation planning, multi-generational wealth transfer, income projections, alternative minimum tax optimization strategy, and multi-state tax planning.
Recognizing that a collaborative team approach is often the best way to build and protect wealth, Kristen works with other professional advisors (attorneys, financial advisors, etc.) to preserve their financial future. Your trust is paramount, which is why she goes to great lengths to guarantee her clients’ confidentiality. Kristen appreciates and understands the significance of her role as a trusted financial advisor and uses her in-depth knowledge of tax law to safeguard her clients’ wealth and financial security.