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.
Wouldn’t it be a relief to have year-round access to your most trusted advisor – without worrying about getting billed every time you have a question?
We believe your CPA should walk with you all year, not just show up once a year with surprises.
How We Work: Simpler, Smarter, More Supportive
We’ve reimagined the CPA relationship — no hourly billing, no nickel-and-diming, just ongoing, proactive strategy.
Featured on Local Radio
Recently, Daniel Rohr, CPA and Personal Financial Specialist, joined The Dave Congalton Show on KVEC to break down the One Big Beautiful Bill (OBBBA) and share what it means for families and businesses here on the Central Coast.
Audio courtesy of KVEC’s The Dave Congalton Show
Advisory tiers based on your needs and complexity.
Essential, Premier, or Signature
All tiers are billed as a monthly flat fee via direct debit.
No hourly billing. No surprise invoices. Just access, clarity, and partnership.
Essential Tier
Perfect for tax-focused clients who want one annual planning meeting and proactive communication throughout the year.
Premier Tier
Ideal for individuals or businesses with multiple priorities: financial planning, tax planning, quarterly cash flow budgeting, and coordinated strategy.
Signature Tier
Designed for clients who want full access-multiple touchpoints, integrated financial planning, business strategy, monthly cash flow budgeting, retirement modeling, and support with major transitions.
Essential
Best for: Individuals needing accurate returns, compliance, and occasional strategic input
Included Highlights:
- 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 $300/mo
(Estimated monthly value: $600)
Premier
Best for: Individuals or businesses seeking proactive tax planning & integrated financial strategy
Included Highlights:
- All Essential features
- Core Upgrades:
- Full personal financial plan
- Quarterly cash flow planning (personal or business)
- Additional Features:
- Annual tax projection & strategy meeting
- Q2 or Q3 adjustments (on request)
- Full IRS/State representation (non-audit)
Starting at $1,150/mo
(Estimated monthly value: $1,500+)
Signature
Best for: Complex businesses or high-net-worth clients needing full CFO-level partnership
Included Highlights:
- All Premier features
- Core Upgrade:
- Monthly cash flow planning (personal or business)
- Additional Features:
- Unlimited strategic questions with priority responses
- CPA proactively monitors, handles & resolves IRS/State issues
- Meetings included within other deliverables
Starting at $2,200/mo
(Estimated monthly value: $3,000+)
Our Biggest Differentiator
Taxes are important, but what truly changes your financial picture is forward-looking planning. This is where Rohr CPAs stands apart.
Personal Financial Planning
Answers the question: “Am I on track for the life I want?”
We build a comprehensive plan around your goals—retirement, investments, lifestyle, and family priorities—so you know where you stand and how to move forward confidently.
Cash Flow Planning
Answers the question: “What will my cash position look like in the months ahead?”
For business owners, that means projecting future inflows and outflows so you can anticipate tight spots, plan for growth, and avoid surprises. For individuals, it means understanding where money really goes and designing a budget that works in real life.
These are the services our clients say make the biggest difference. They are the reason Premier and Signature memberships provide far more value than traditional tax services.
Independent Advice, Not Product Sales
We don’t manage investment portfolios or sell financial products. That means our advice is unbiased and focused entirely on helping you make confident, informed decisions. If you already have an investment advisor, we’ll coordinate with them. If you don’t, we can review your current allocations, identify gaps, and suggest straightforward, self-service options that align with your plan.
For clients who want specific investment allocation guidance or portfolio recommendations, those services are provided through our registered advisory firm, Rohr Financial Advisors, LLC. These services are included as part of your flat monthly membership fee — there are no additional charges and no commissions.
Why Our Memberships Pay for Themselves
Working with Rohr CPAs is more than just filing taxes — it’s about protecting your money, your time, and your peace of mind.
On average, our Premier and Signature members:
- Save $30,000–$100,000 per year in taxes through proactive planning and strategy (based on 15–25% savings for typical clients earning $200k–$400k annually)
- Avoid costly penalties and compliance mistakes before they happen
- Gain true peace of mind knowing your CPA is monitoring your situation year-round and addressing issues before they escalate
- Free up dozens of hours annually by letting us handle the financial details, so you can focus on running your business or enjoying your life
Many clients recover the cost of their membership within the first year — often several times over.
Savings estimates are based on historical results for typical clients and may vary depending on individual circumstances.
Here’s What Working With Us Looks Like
Every tier includes real, tangible deliverables — not just ideas, but organized strategy, smart tools, and clear next steps. See some examples below.
The images shown display examples of the deliverables you’ll receive as part of your advisory membership, including:
- Tax Planning Report – A clear summary of strategies, savings, and action items to reduce your tax liability
- Personal Financial Plan Dashboard – An interactive view of your net worth, retirement readiness, and goal tracking (via RightCapital)
- Knudge Task List – A personalized to-do list with deadlines and reminders to help you follow through on your personal financial plan
- Cash Flow Budget – A real-world snapshot of income and spending to map out where your cash will be overtime
Let’s Find the Right Fit — Together
You’ve seen how our advisory memberships work and what we deliver. The next step is simple — let’s schedule a time to talk.
Click the button below to provide your contact information, and Cheyenne from our team will reach out within one business day to schedule your complimentary meeting with Daniel.
Start here — it’s the first step toward clarity and partnership.
What Happens After You Click “Schedule My Meeting”?
Once you submit your contact information, Cheyenne from our team will call you within one business day to schedule your complimentary introductory meeting with Daniel.
- Learn more about your goals and needs
- Discuss which membership tier best fits your needs
- Answer your questions about how our membership model works
- Begin building the roadmap for your financial future
You’re not committing yet, just taking the first step toward clarity and support.
Meet the People Behind the Plan
This isn’t a call center or a faceless firm. When you work with Rohr CPAs, you get direct access to the professionals who know your numbers, your goals, and your story.
We believe financial advice is personal — so we make sure you know who’s on your side.
Daniel J. Rohr, CPA/PFS, EA, M.S. Tax
Lupita Chagolla, CPA
Jack Anderson
Want to meet the rest of the team? Visit our full About Us page >>
How We Help
Strategic Tax & Entity Planning
We help you make smart, forward-thinking decisions — from choosing the right business structure to reducing your tax liability through customized planning.
Key areas:
• Business entity selection
• S-Corp & Partnership tax planning
• Annual tax strategy reviews
Ongoing Financial Guidance
We’re here throughout the year — not just at tax time. Whether it’s business growth or personal planning, we help you make confident decisions.
Key areas:
• Cash Flow & business forecasting
• Personal financial planning
• Retirement readiness reviews
Filing & Compliance, Done Right
Behind-the-scenes, we keep you compliant and stress-free. Our team handles the technical details so you can focus on what matters most.
Key areas:
• Business & individual tax filing
• Estate, trust, and state compliance
• IRS and state correspondence
Industries We Serve
The “Tax Blueprints” Podcast
Past episodes. Timeless insights. Practical tax and planning strategies from Daniel Rohr, CPA/PFS.
With 20+ episodes covering everything from strategic entity setup to tax-saving tips and planning traps to avoid, this podcast distills the most common client questions into short, practical episodes. While new episodes aren’t currently in production, the archive remains a valuable resource for clients and curious learners alike.
