“Can I afford to hire another employee?”
Proactive Tax & Wealth Advisory
The CPA firm for people who are done being surprised in April.
We help business owners and high-income families reduce taxes, build wealth, and make smarter financial decisions all year long, not just when it's time to file.
- Established
- 1998
- Avg. Client Relationship
- 12+ years
- Taxes Legally Reduced
- Millions
A different kind of firm
We work with a limited number of clients so every relationship gets the strategic attention it deserves, not a folder shuffled through in tax season.
The 3 a.m. questions
The questions that keep business owners up at night.
“Am I paying myself the right way?”
“Will I owe the IRS again this year?”
“Is my family actually protected if something happens to me?”
A tax return doesn't answer any of these. A real advisor does.
Trusted counsel for
Business OwnersS-Corp FoundersMedical PracticesDental PracticesAttorneysReal Estate InvestorsHigh-Income Families
Why Rohr, and not another CPA
Most CPAs are historians. We're your strategists.
The traditional CPA model was built around compliance. Ours is built around the decisions you make between filings, where the real money is won or lost.
The traditional CPA
- You hear from your CPA once a year, usually in March.
- Tax return is the product. Advice is a phone call you paid extra for.
- Junior staff prepare, partner signs, no one really knows your business.
- Strategy happens after the year ends, when it's already too late.
Rohr CPAs
- We meet throughout the year. Planning is the point, not a bonus.
- You get an advisor who knows your entity, your family, and your goals.
- The partner on your engagement is the one who actually did the thinking.
- We move before deadlines, so April is a formality, not a fire drill.
We're not built to be the biggest firm. We're built to be the last one you'll ever need.
At a Big Four or national firm, your file moves between associates each season. Here, every engagement is led personally by Daniel, with the same team beside him year after year.
A word from Daniel
Why we built the advisory membership.
The traditional CPA relationship is transactional by design, a return in April, a bill in May, and radio silence the rest of the year. That's not how good financial decisions get made. Here's the thinking behind our flat-fee advisory model, in Daniel's own words.
Daniel Rohr, CPA/PFS, EA, M.S. Tax, Managing Partner
Learn How We Think
Hear how we think.
Hosted by Daniel Rohr, Tax Blueprints covers the questions clients ask most: real estate, retirement plans, equity comp, entity choice, and estate planning fundamentals.
Browse the full archiveFeatured · Episode 10
Aug 9, 2023Passive, active, and material participation, the rules that decide whether real estate losses actually offset your other income.
Who We Serve
We're a specialty firm, not a firm for everyone.
The clients who get the most out of us have real complexity, real ambition, and want an advisor at the table before decisions get made, not after.
Our Core Client
Business Owners & S-Corps
Entity design, reasonable compensation, retirement plans, and multi-year tax planning tailored to how your business actually makes money.
Most of our advisory memberships are built around owner-operators.
Medical & Dental Practices
Practice-level strategy, associate structures, real estate, retirement plan design, and succession, built around clinician-owners.
Attorneys & Professionals
Partnership economics, cash-basis planning, and long-horizon wealth building for people who bill their time and earn most of it late in their career.
Real Estate Investors
Cost segregation, 1031 planning, entity stacks, and the passive/active math that makes real estate a genuine wealth engine, not a shoebox of receipts.
High-Income Families
Coordinated tax, gifting, trust, and multi-generational planning designed to keep more of what you've built and pass it on intentionally.
Founders & Executives
Equity, RSUs, QSBS, and liquidity planning, before the event, not after. The decisions you make in the year before an exit are worth years of salary.
The Engagement
A rhythm designed for people who plan.
The full rhythm for Premier and Signature members, a proactive cadence that keeps strategy, and taxes, moving all year.
- 01
Discovery
A confidential conversation about your business, family, and what you're trying to build. We look at your prior year returns and find what's been left on the table.
- 02
Strategy
We design a proactive plan, entity structure, compensation, retirement vehicles, real estate, and family wealth, and put dollar figures next to every move.
- 03
Execution
We implement, coordinate with your attorney and advisors, and handle the compliance work. No handoffs. No dropped balls.
- 04
Continuous Advisory
Quarterly strategy reviews, real-time answers when a decision comes up, and a partnership that gets more valuable every year.
The People
A small firm, on purpose.
You'll know the people working on your engagement, and the partner who signs your return is the one who built the strategy. That's not a luxury, it's how good advice actually happens.
Managing Partner
Daniel Rohr
CPA/PFS, EA, M.S. Tax
Daniel leads every advisory engagement personally, bringing tax strategy, personal financial planning, and IRS representation under one roof. The credentials are unusual by design: a CPA who also holds the PFS (Personal Financial Specialist), the EA (Enrolled Agent), and a Master's in Taxation, so the person building your strategy is the same person who can defend it and integrate it with the rest of your financial life.
The Team Behind Daniel
Rohr CPAs
Lupita Chagolla, CPA
Tax Manager
Leads day-to-day tax strategy execution and complex return review across our business and high-income family clients.
Jack Anderson
Staff Accountant
Handles the analytical work behind every plan, projections, entity-level modeling, and the numbers that make strategy real.
Cheyenne Courtright
Senior Administrative Assistant
The first person you'll speak with. Coordinates scheduling, onboarding, and the client experience end to end.
Advisory Memberships
Flat-fee, so the advice is never held back by the meter.
Three memberships, one philosophy: know what you're paying, know what you're getting, and never hesitate to pick up the phone. Every tier includes your returns and a real relationship with a CPA who knows your situation.
Essential
Reliable year-round support and a trusted CPA relationship.
Starting at
$245/mo
Best for: Individuals and families who want their return handled well and a CPA who knows them by name.
- All federal and state returns
- General email question support
- Compliance reminders and notice support
- CPA IRS/state notice review and action advice
- One CPA meeting per year
Most Popular
Premier
Proactive tax planning and ongoing strategic guidance.
Starting at
$495/mo
Best for: Business owners and professionals who want a plan, not a surprise, in April.
- Everything in Essential
- Annual tax projection and strategy meeting
- Q2 or Q3 estimate adjustments on request
- Full IRS/state representation (non-audit)
- Priority response times
Signature
Comprehensive planning, advanced strategy, and a hands-on advisory partnership.
Starting at
$1,095/mo
Best for: High-income families and complex business owners who want their CPA in the room for every material decision.
- Everything in Premier
- Full personal financial plan, or
- Quarterly cash-flow planning (personal or business)
- Advanced tax strategy engagements
- Coordinated advice with attorneys and wealth managers
Not sure which tier fits? A complimentary one-hour consultation is the fastest way to know. If none of the memberships are right, we'll tell you.
What every membership includes
Direct email access to your advisor
IRS and state notice support
Advisory Hub client portal and secure document exchange
Federal and state return preparation
A partner-led relationship, not a hand-off
Monthly flat-fee billing, no hourly surprise invoices
Specialized returns (Forms 706, 709, 990, 1041, and select multi-state or international filings) are quoted separately based on scope. We'll always tell you before work begins.
The Result
Fewer surprises. Bigger opportunities. Better decisions.
Our clients don't measure us by how quickly we file. They measure us by what changed for them because we're in the room.
Member StoryFeatured
From a $210K surprise tax bill to a fully-funded retirement plan and a real exit runway.
How a mid-career physician who owns her practice stopped filing returns reactively and started running the practice, her retirement, and her eventual exit on a plan.
$210K+First-year tax savings
Physician and practice owner (specialty medicine) · Central Coast, CA
Read the full storyComposite narrative · Details anonymized
Daniel and his firm have been incredibly helpful over the years and I really trust them. Very customer focused and strategic with my family's and my mother's tax situations.
Joe G.
Multi-generational family client · Since 2016
See all testimonialsStart the conversation
A complimentary one-hour conversation, enough time to actually go through everything.
No sales pressure. We'll ask about your business and your goals, tell you honestly what we'd do differently, and if it makes sense to work together, we'll take it from there.