Are You on the Road to Financial Success?

Since 1998, Rohr & Associates, CPAs has specialized in tax planning, business advisory, and personal finance, striving to provide our clients with financial peace of mind. We’re committed to reducing your tax liabilities, ensuring compliance, and boosting your business profitability. Let’s embark together on your journey to financial success.

Who We Are

Excellence in Every Endeavor



Chatbot Guide

Navigating through the wealth of information on our website? Our chatbot is here to help! Specifically trained on the content of our site, this digital assistant ensures you quickly find the answers you’re looking for. From financial principles to strategic insights, tap into our chatbot for real-time assistance based on the expertise shared on our platform. Dive in, type your query, and let our site-specific guide lead you to the information you seek.

“Tax Blueprints” Podcast: Your guide to financial success.

Hosted by Daniel Rohr, ‘Tax Blueprints’ offers practical tips, strategic insights, and expert guidance to navigate the complex world of tax and financial planning. Tune in to each enlightening episode as Daniel demystifies tax laws, offers strategies for wealth maximization, and empowers you to take control of your financial future, whether you’re planning for a prosperous retirement or managing business taxes.


Industries We Serve

Be a Part of Our Community

Sign up to receive our 5-Minute Monthly Newsletter

Be a Part of Our Community

Sign up to receive our 5-Minute Monthly Newsletter

Insights at your fingertips

Unlock the secrets of the financial world with our rich collection of articles. Our content demystifies complex strategies, principles, and plans, offering you clear paths to achieving your financial goals. Dive in and empower your financial journey today.


Navigating The Estate Planning Benefits Of An Irrevocable Trust In California

In the realm of estate planning, an irrevocable trust can be a …

Benefits Of A Living Trust In California

A living trust is a popular estate planning tool that offers numerous …

Individual Retirement Accounts – Traditional vs. Roth

When it comes to retirement planning, one of the most popular investment …

Portability And The Deceased Spousal Unused Exemption: A Comprehensive Guide

When a spouse passes away, their surviving partner often faces complex financial …

Unraveling The Benefits Of Cost Segregation Studies For Tax Savings

Cost segregation studies have become increasingly popular among real estate owners and …

Unlocking Tax Benefits For Employees And Business Owners: The Power Of An Accountable Plan

In today’s competitive business environment, attracting and retaining top talent is a …

Understanding The 1031 Exchange: A Guide For Real Estate Investors

The 1031 exchange, also known as a like-kind exchange or Starker exchange, …

Understanding 401(k)S, Simple IRAs, And SEP IRAs: Key Differences Explained

Preparing for retirement is a critical aspect of personal financial planning. One …

Maximize Your Wealth: Utilizing A Health Savings Account (HSA) For Investment Purposes

Health Savings Accounts (HSAs) are a popular vehicle for saving on medical …

Understanding Charitable Donations: Types, Reporting, And Tax Implications

Charitable giving is a noble way to support causes you care about …

Personal Mortgage Interest Deduction: Understanding The Limitations On Deductibility

The personal mortgage interest deduction is a valuable tax benefit that many …

Understanding FBAR And Specified Foreign Financial Assets Reporting Requirements

The United States has implemented stringent measures to combat tax evasion and …

Demystifying Stock Options: Types And Tax Implications

Stock options have become an increasingly popular form of compensation, offering employees …

The Decision Matrix For Roth Conversions: A Guide

Roth conversions, a process where you change a Traditional Individual Retirement Account …

Demystifying The § 83(b) Election: A Comprehensive Guide With Examples

The 83(b) election is an essential tax planning tool for individuals who …

Donor Advised Funds: A Guide To Charitable Giving

Donor Advised Funds (DAFs) have been gaining popularity in recent years as …

Individual Estimated Tax Payment Requirements

September, 2022 Estimated tax payment requirements exist to ensure that the U.S. …

SafeSend Returns™ Frequently Asked Questions

What if I don’t receive an email with my access code? Check …

Update: California Storms Extend Filing and Payment Deadlines

March 3rd, 2023 California has also extended their filing and payment due …

Pass-Through Entity Elective Tax (Pte) Explained

December, 2022 California, along with many other states, recently developed a workaround …

Corporate Transparency Act – FinCEN Reporting Requirements – Beginning Jan 1, 2024.

The Corporate Transparency Act “CTA” was enacted as part of the Anti-Money …

Insights at your fingertips

Unlock the secrets of the financial world with our rich collection of articles. Our content demystifies complex strategies, principles, and plans, offering you clear paths to achieving your financial goals. Dive in and empower your financial journey today.


Navigating The Estate Planning Benefits Of An Irrevocable Trust In California

In the realm of estate planning, an irrevocable trust can be a …

Benefits Of A Living Trust In California

A living trust is a popular estate planning tool that offers numerous …

Individual Retirement Accounts – Traditional vs. Roth

When it comes to retirement planning, one of the most popular investment …

Portability And The Deceased Spousal Unused Exemption: A Comprehensive Guide

When a spouse passes away, their surviving partner often faces complex financial …

Unraveling The Benefits Of Cost Segregation Studies For Tax Savings

Cost segregation studies have become increasingly popular among real estate owners and …

Unlocking Tax Benefits For Employees And Business Owners: The Power Of An Accountable Plan

In today’s competitive business environment, attracting and retaining top talent is a …

Understanding The 1031 Exchange: A Guide For Real Estate Investors

The 1031 exchange, also known as a like-kind exchange or Starker exchange, …

Understanding 401(k)S, Simple IRAs, And SEP IRAs: Key Differences Explained

Preparing for retirement is a critical aspect of personal financial planning. One …

Maximize Your Wealth: Utilizing A Health Savings Account (HSA) For Investment Purposes

Health Savings Accounts (HSAs) are a popular vehicle for saving on medical …

Understanding Charitable Donations: Types, Reporting, And Tax Implications

Charitable giving is a noble way to support causes you care about …

Personal Mortgage Interest Deduction: Understanding The Limitations On Deductibility

The personal mortgage interest deduction is a valuable tax benefit that many …

Understanding FBAR And Specified Foreign Financial Assets Reporting Requirements

The United States has implemented stringent measures to combat tax evasion and …

Demystifying Stock Options: Types And Tax Implications

Stock options have become an increasingly popular form of compensation, offering employees …

The Decision Matrix For Roth Conversions: A Guide

Roth conversions, a process where you change a Traditional Individual Retirement Account …

Demystifying The § 83(b) Election: A Comprehensive Guide With Examples

The 83(b) election is an essential tax planning tool for individuals who …

Donor Advised Funds: A Guide To Charitable Giving

Donor Advised Funds (DAFs) have been gaining popularity in recent years as …

Individual Estimated Tax Payment Requirements

September, 2022 Estimated tax payment requirements exist to ensure that the U.S. …

SafeSend Returns™ Frequently Asked Questions

What if I don’t receive an email with my access code? Check …

Update: California Storms Extend Filing and Payment Deadlines

March 3rd, 2023 California has also extended their filing and payment due …

Pass-Through Entity Elective Tax (Pte) Explained

December, 2022 California, along with many other states, recently developed a workaround …

Corporate Transparency Act – FinCEN Reporting Requirements – Beginning Jan 1, 2024.

The Corporate Transparency Act “CTA” was enacted as part of the Anti-Money …

For Each One of Our Clients

We Are Here To Help

Careers

Are you passionate about challenging work and individual growth, while valuing work-life balance? Join Rohr & Associates, CPAs, a legacy of excellence in tax planning, business consulting, and financial planning.