Question 1

How can I get in touch with Rohr CPAs?

Accepted Answer

Call the office at 805-473-1040, email admin@rohrcpas.com, or submit the contact form on our site.

Question 2

Do you prepare returns across multiple states or for individuals and businesses?

Accepted Answer

Yes. We handle individual and business returns, including complex multi-state filings, from straightforward returns to sophisticated corporate and investment portfolios.

Question 3

How are you compensated, and what forms of payment do you accept?

Accepted Answer

Advisory services are billed as a flat monthly fee, paid via direct debit. Work outside your tier scope is quoted up front as a flat fee. We don't bill hourly.

Question 4

Are you accepting new clients?

Accepted Answer

Yes, exclusively through our advisory model. Every prospective client begins with a complimentary 60-minute meeting with Daniel Rohr.

Question 5

How quickly do you respond to client inquiries?

Accepted Answer

Phone calls are typically returned within 1 to 2 business days. Emails usually get a response within one business day, often faster.

Question 6

What exactly is the advisory model, and how is it different from standard services?

Accepted Answer

Our advisory model combines year-round tax preparation with proactive planning under a flat monthly fee. No surprise invoices, no hourly billing, unlimited access to your CPA team year-round.

Question 7

What can I expect after the introductory meeting?

Accepted Answer

If you move forward, we send a welcome packet with engagement documents. Once signed, you receive a tier-specific onboarding roadmap and we guide you through each step.

Question 8

How often will we meet? Is there extra cost?

Accepted Answer

Meeting frequency depends on tier. Essential includes one annual CPA meeting. Premier and Signature meet throughout the year around deliverables. No extra charge for anything included in your tier.

Question 9

How do I get the most out of my advisory tier?

Accepted Answer

Engage proactively, stay responsive, follow through on action items, and meet request deadlines. The relationship works best when both sides stay engaged.

Question 10

Do you manage investments or sell financial products?

Accepted Answer

No. We don't sell products or earn commissions. Advice is unbiased. For clients who want specific investment or allocation guidance, that's handled under a separate engagement through Rohr Financial Advisors, LLC, a California registered investment adviser. It is included for Signature members.

Question 11

What kinds of questions do we tackle in advisory engagements?

Accepted Answer

Entity structure, Roth conversions, gifting and charitable strategy, cash flow and retirement contributions, and how to leverage new tax laws or credits.

Question 12

What tools do you use to visualize my financial world?

Accepted Answer

RightCapital, a planning platform that maps income, expenses, tax projections, net worth, retirement readiness, estate and insurance planning, and what-if scenarios.

Question 13

Do you help with estate planning, business valuation, or succession?

Accepted Answer

Yes. These are part of our broader advisory work, either included in your tier or offered as a separate flat-fee engagement. We coordinate with your estate attorney or legal team.

Question 14

How will advisory help me minimize taxes beyond annual filing?

Accepted Answer

Through proactive planning: entity election, prepayment strategies, retirement planning, charitable strategies, state nexus awareness, and timing income and deductions across years.

Question 15

How do I know if advisory services are worth the cost?

Accepted Answer

Advisory work typically yields tax savings, risk mitigation, and efficiency that exceed the cost. Our fee model is transparent, and we preview the value in the initial consultation.

Question 16

What if tax laws change mid-year?

Accepted Answer

We monitor legislative updates year-round and proactively inform clients of changes that may affect their planning.

Question 17

What if I don't need full planning services yet?

Accepted Answer

All clients start in at least our Essential tier, which includes tax prep and an annual CPA meeting. You can move to a higher tier when deeper planning is needed.

Your questions, straight answers.

General

Getting Started & Expectations

Typical Advisory Topics

Common Questions Answered

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