The questions that wake you
up at 3 a.m. deserve real answers

“Can I afford to hire another employee?”
“Is my business set up to support my long-term goals?”
“What happens to my plan if life throws me a curveball?”

At Rohr CPAs, we help turn these questions into confident decisions —
not just at tax time, but year-round.

A More Proactive CPA Relationship

We built our advisory memberships to create a more proactive and supportive relationship between clients and their CPA.

Instead of only communicating during tax season, clients receive ongoing guidance, planning, and year-round support that helps them make more confident financial decisions.

Whether it’s tax strategy, business decisions, retirement planning, or major financial changes, we help clients think ahead instead of simply reacting after the fact.

Schedule an Introductory Meeting

Choose the Level of Support That Fits Your Needs

Essential

Best for: Individuals and families looking for reliable tax preparation, year-round support, and a trusted CPA relationship.

  • All federal & state returns*
  • General email question support
  • Compliance reminders & notice support
  • CPA IRS/State notice review & action advice
  • 1 CPA meeting/year

Starting at $245/mo

Premier

Best for: Business owners and professionals who want proactive tax planning and ongoing strategic guidance throughout the year.

  • All Essential features
  • Core Upgrades:
    • Annual tax projection & strategy meeting
    • Q2 or Q3 estimates adjustments (on request)
    • Full IRS/State representation (non-audit)

Starting at $495/mo

Signature

Best for: Clients seeking comprehensive financial planning, advanced strategy, and a highly collaborative advisory relationship.

  • All Premier features
  • Core Upgrade (Choice of):
    • Full personal financial plan or
    • Quarterly cash flow planning (personal or business)

Starting at $1,095/mo

What Every Membership Includes

No matter which membership you choose, you’ll have year-round access to your CPA and proactive support, not just communication during tax season.

Every membership includes:

  • Federal & state tax return preparation*
  • Year-round email access for tax and strategy questions
  • Compliance reminders and notice support
  • CPA review of your tax and compliance situation
  • Monthly flat-fee billing with no hourly surprise invoices

*All Federal and State tax returns are included with your membership. Specialized returns — including estate (706), gift (709), non-profit (990/EZ/N), Form 5500, Form 3115, and estate/trust (1041) — are available as an additional service if needed.

Our Biggest Differentiator

Taxes matter, but lasting financial success comes from proactive planning.

Personal Financial Planning

Answers the question: “Am I on track for the life I want?”

We build long-term financial plans around your goals, retirement, lifestyle, investments, and family priorities so you can move forward with greater clarity and confidence.

Cash Flow Planning

Answers the question: “What will my financial picture look like in the months ahead?”

For businesses, that means planning for growth, managing cash flow, and avoiding surprises. For individuals, it means creating a practical plan for spending, saving, and long-term financial stability.

These are often the areas where clients experience the greatest clarity, confidence, and long-term financial impact.

Here’s What Working With Us Looks Like

Our memberships include organized planning, practical tools, and clear action steps designed to help clients move forward with confidence.

The images shown display examples of the deliverables you’ll receive as part of your advisory membership, including:

  • Tax Planning Reports
  • Personal Financial Planning Dashboard
  • Knudge Task Lists & Implementation Tracking
  • Cash Flow & Budget Planning Tools

These tools help clients stay organized, proactive, and focused on long-term financial goals.

View Tax Plan Example
View Retirement Plan Snapshot
View Knudge Task Example
View Cash Flow Example

Let’s Find the Right Fit Together

You’ve seen how our advisory memberships work and the support we provide throughout the year.

The next step is simply a conversation.

We’ll learn more about your situation, answer your questions, and help determine whether our advisory approach fits your goals.

Schedule My Meeting