About Rohr CPAs
A CPA firm rebuilt around what actually moves the needle.
We founded Rohr CPAs in 1998 with a boutique model on purpose. The work that changes outcomes for business owners and high-income families rarely happens on April 15. It happens in the decisions you make the other 364 days of the year, and it happens best when your CPA is actually in the room.
Our story
A family firm on California's Central Coast, now advising clients across the country.
The practice opened in Arroyo Grande in 1998, founded by David Rohr. From the beginning it was built around long-term relationships with a limited number of clients, not high-volume seasonal filings. That deliberate scale is why our clients have stayed with us, on average, more than twelve years.
In 2012, Daniel Rohr, David's son, took the reins after several years at a larger regional CPA firm on the Central Coast. He brought back a broader technical toolkit and a clear point of view: the questions clients face have gotten larger, and a single event, selling a business, funding a trust, restructuring an entity, can dwarf a decade of tax preparation fees in impact. That is where a real advisory relationship earns its keep.
Today our clients extend well beyond the Central Coast to business owners and families across the country, and many of the families who trusted David decades ago are still with us. The work is now organized into three flat-fee advisory memberships, which make the relationship explicit: know what you're paying, know what you're getting, and never hesitate to pick up the phone because the meter is running.
What we believe
Six ideas the firm is built on.
These aren't values on a wall. They shape who we work with, how we price, and why our clients tend to stay for a decade or more.
01
Compliance is the floor, not the ceiling.
Filing the return correctly is the minimum. The value is in the strategy that shapes what's on the return in the first place.
02
The partner who plans it should sign it.
The person who builds your strategy is the same person who prepares your return, defends it, and picks up the phone in November.
03
Flat fees make advice honest.
When the meter isn't running, you call when it matters. And we can recommend the right thing, not the billable thing.
04
Small on purpose.
We turn away clients that aren't a fit. That's how we keep the depth of relationship that makes advisory work actually work.
05
Coordinated, not siloed.
Tax strategy, financial planning, and IRS representation live under one roof, and we coordinate directly with your attorney and wealth manager.
06
Proactive is a promise, not a tagline.
You'll hear from us before the year ends, before the transaction closes, and before the estimated payment is due, not after.
Our values
Four words we actually hire and fire against.
Values only matter if they show up in the work. These do, in who we bring onto the team, in the clients we take, and in how we handle the hard conversations.
Integrity
Always act in our clients' best interests, transparently, honestly, and ethically.
Excellence
Relentlessly pursue mastery of our craft to deliver high-value, high-impact outcomes.
Empathy
Listen first, understand deeply, and build relationships grounded in care and respect.
Follow-Through
Bring clarity to complex goals, and see them through with accountability and persistence.
Central Coast roots
Home is the Central Coast of California.
We live and work on the Central Coast, a close-knit community we're grateful to call home. It's where the firm was founded, where our families are raised, and where our entire team lives today.
That closeness shapes how we work. We encourage our team to give time and resources to local organizations, and we bring the same personal, long-view mindset to every client relationship, whether that client is around the corner in Arroyo Grande or across the country.
What makes us different
Not built to be the biggest firm. Built to be the last one you'll ever need.
At a Big Four or national firm, your file moves between associates each season and your relationship resets with it. Here, every engagement is led personally by Daniel, with the same team beside him year after year.
- Managing Partner personally leads every advisory engagement
- CPA/PFS, EA, and M.S. Tax under one roof, tax + planning + representation
- Flat-fee memberships, so the advice is never held back by the meter
- Average client relationship of 12+ years
- Small book by design, we don't take clients we can't serve deeply
- Coordinates directly with attorneys, wealth managers, and insurance advisors
See if we're a fit
An hour with Daniel is the fastest way to know.
A complimentary, unhurried conversation about your business, your family, and what you're trying to build.