Arroyo Grande

1277 E. Grand Ave, Suite B
Arroyo Grande, CA 93420

Tel: 805.473.1040
Email: drohr@rohrcpas.com

Daniel J. Rohr, CPA/PFS, EA, M.S. Tax

Shareholder

Daniel Rohr has been the Sole-Shareholder of Rohr & Associates since 2012 after taking over the firm from his Father, David Rohr. He has extensive experience working with small to medium-size businesses and their owners, structuring various tax mitigation and retirement planning strategies to help them obtain their financial aspirations.

He aims to be a trusted advisor and understand his clients’ entire financial picture. Daniel enjoys simplifying complex tax topics, while working with the clients’ other advisors to form a team that will structure their financial affairs to create the best tax outcome.

Daniel is a native of the Central Coast, growing up in the Five Cities. He attended Arroyo Grande High School where he was a standout All-State Football player and Shot-Put State Champion. He decided to stay close to home, attending Cal Poly San Luis Obispo on a Football Scholarship, earning his Bachelor of Science in Business and Accounting. He has since obtained his Master of Science in Taxation from Golden Gate University, rated as the top Master’s in Taxation program in the country.

Daniel enjoys spending his time away from the office with his wife and two young children. He enjoys exercising and reading American History books.


Certifications

• Certified Public Accountant
• Personal Financial Specialist
• Enrolled Agent

Education

• California Polytechnic State University

Bachelor of Science in Business Administration with a Concentration in Accounting

• Golden Gate University

Masters of Science in Taxation


Professional Memberships

• American Institute of Certified Public Accountants (AICPA)
• California Society of Certified Public Accountants (CalCPA)
• Financial Planners Association (FPA)
• National Association of Enrolled Agents (NAEA)
• California Society of Enrolled Agents (CSEA)


Areas of Focus

• Advanced Tax Planning
• Business Planning and Consulting
• Personal Financial Planning
• Business Valuation
• Projections and Forecasts
• Strategic Planning

Services

Tax Compliance and Planning
Financial Planning
Business Valuation