Office calls at 805‑473‑1040, email to admin@rohrcpas.com, or contact form submissions on our website.

Yes. We handle both individual and business returns-including complex multi‑state filings-for clients ranging from simple tax returns to sophisticated corporate and investment portfolios.

Advisory services are billed as a flat monthly fee, paid via direct debit. Your membership tier (Essential, Premier, or Signature) determines what’s included.

Any work outside your tier scope is quoted up front as a flat fee. We don’t bill hourly for additional services.

For services that fall outside of your membership tier, we accept payments by direct debit, credit card, check, or cash. Invoices for separately quoted work are due within 30 days. A 1% monthly finance charge (12% APR) applies to overdue balances.

Absolutely-we welcome new clients exclusively through our advisory model, which includes ongoing planning and strategic guidance in addition to tax preparation.

All prospective clients begin with a free 60-minute introductory meeting with Daniel Rohr, where we learn about your goals, current tax posture, and fit for one of our three advisory tiers (Essential, Premier, or Signature). To tailor the meeting and provide a personalized fee estimate, we ask that you complete our new client questionnaire and upload your most recently filed tax return at least 48 hours in advance.

Phone calls are typically returned within 1–2 business days, and email inquiries usually receive a response within one business day-often faster.

Our advisory model combines year-round tax preparation with proactive financial guidance. We help you plan ahead-protecting assets, optimizing cash flow, preparing for growth or retirement, and aligning every decision with your long-term goals.

Unlike traditional firms, we operate on a simple monthly flat fee, based on your chosen advisory tier. That means:

• No surprise invoices
• No hourly billing friction
• Unlimited access to your CPA team year-round

Whether you need planning, tax strategy, or help navigating life and business transitions, we’re here when you need us-not just at tax time.

If you decide to move forward, we’ll send a welcome packet with your engagement documents for review and signature. Once signed, you’ll receive a tier-specific onboarding roadmap outlining what happens next.

From there, we’ll add you to our internal systems and guide you through each step-based on your advisory tier and the time of year. This might include tax prep, financial planning, planning meetings, or budgeting support, depending on your plan.

We’ll make sure you always know what’s coming and what’s needed to keep things moving smoothly.

We use a modern, flat-fee model with three advisory membership tiers — Essential, Premier, and Signature — billed monthly via direct debit. Your tier includes the services outlined during onboarding, and we don’t bill hourly or surprise you with add-ons.

If you need work outside your tier’s scope (for example, a one-time project or special analysis), we’ll quote it upfront as a separate fixed-fee engagement. These services can be paid via check, card, or secure online payment.

Meeting frequency depends on your advisory tier.

• Essential tier clients receive one annual CPA meeting.
• Premier and Signature clients meet throughout the year, with timing tied to deliverables like mid-year financial planning, year-end tax planning, and budgeting.

There’s no extra charge for meetings or deliverables included in your tier. If additional work is needed outside the scope of your membership, we’ll provide a flat-fee quote before moving forward-never hourly billing or surprise charges.

Each tier is designed as an ongoing relationship, not a one-time service. You’re not just purchasing a product—you’re joining a structured process that works best when both sides stay engaged and accountable.

To get the most value from your membership:

• Engage proactively-reach out when life, business, or financial questions arise
• Stay responsive-our ability to deliver depends on timely responses from you
• Follow through-we’ll guide the strategy, but many outcomes rely on your action
• Meet request deadlines-for each deliverable, we’ll request specific documents or info and provide a deadline. Timely follow-through keeps your planning and tax work on schedule and avoids skipped services.

We’ll guide the process, but it works best when we walk it together.

“Is my entity structured optimally to reduce taxes and protect liability?”

“Should I convert to a Roth IRA or leave assets in pre‑tax accounts?”

“What’s the best way to gift or transfer wealth to my children or charitable causes?”

“How can I optimize business cash flow, retirement contributions, or hiring strategy?”

“Are there new tax laws or credits I should leverage before year’s end?”

We use RightCapital, a comprehensive financial planning platform that helps us map out your full financial picture. It provides a clear, interactive view of your:

• Income and expenses
• Tax projections
• Net worth
• Retirement readiness
• Estate and insurance planning
• “What if” scenario modeling

This allows us to identify gaps, stress test key decisions, and walk with you through complex financial choices using real data-visually and collaboratively.

Yes-we advise on estate planning, business valuations, and succession strategy as part of our broader advisory services. These areas may be included depending on your tier and needs, or they may be offered as a separate flat-fee engagement if they fall outside your plan.

We often coordinate with your estate attorney or legal team to ensure a smooth, aligned approach across all advisors.

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

Advisory services often yield tax savings, risk mitigation, and efficiency that exceed cost-creating measurable ROI. Our fee model is transparent, and we preview advisory value during the initial consultation.

We monitor legislative updates year‑round and proactively inform and advise clients of changing rules, credits, or deductions that may impact their planning.

That’s completely fine. All clients must enroll in at least our Essential tier, which includes tax preparation and a dedicated annual CPA meeting. This ensures we deliver proactive, thoughtful service-not just reactive compliance work.

As your needs evolve, you can move into a higher tier for deeper planning, strategic meetings, budgeting, or business advisory-but there’s no pressure to do so until the time is right.