Our service offerings include tax services, business advisory services, and personal financial planning services. Whether you need help with your individual or corporate tax filing, or are looking for a comprehensive financial plan, we are here to assist you. ..
At Rohr & Associates, we strive to minimize our clients’ tax liability while keeping them compliant with federal and state taxing authorities. Our advanced tax planning techniques allow our clients to adjust their specific situations to better utilize the changing tax environment.
From a tax perspective, the professionals at Rohr & Associates can help with:
> Advanced tax planning
> Federal and state tax compliance
> IRS support and defense
> Entity selection
> Estate, trust and gift taxation
> § 1031 tax-deferred exchanges
Financial Planning Services
We offer comprehensive and customized financial plans which are designed to help our clients grow, protect and conserve their wealth. We utilize our in-depth knowledge of our clients’ unique tax situation to design financial programs that match their goals. Our goal as your Financial Professional is to keep you focused on where you want to go, advise you on how to get there, and continually remind you to stay disciplined to realize your dreams.
Our financial planning clients consist of all ages and financial means. Our financial planning services include:
> Tax planning
> Estate planning
> Retirement planning
> Funding education planning
> Income protection and asset preservation
> Debt management
> Life event financial planning