Individual Tax Services

Navigating tax season can be daunting. We turn it into a stress-free process with our seamless, proactive approach that includes comprehensive tax planning and year-round monitoring of tax developments. Our commitment at Rohr CPAs is not only to prepare your return but to ensure you are well-positioned to minimize your tax liability through strategic, long-term planning.

Securing Your Prosperous Future

Trusted Tax Guidance Since 1998




At Rohr CPAs, our tax services are designed around your unique needs, with a long-term perspective that embraces continual learning and proactively engaging with our clients. Our approach goes beyond the mere compliance with tax laws and the immediate tax season. We leverage our deep understanding of tax nuances and the changing landscape of regulations to develop strategic solutions tailored to your specific circumstances.

Our tax specialists are dedicated to staying abreast of new tax laws, industry insights, and financial strategies. This commitment to ongoing education equips us to provide you with timely, accurate advice all year round. By doing so, we not only ensure the accuracy of your tax returns but also that your financial decisions are tax-efficient and aligned with your long-term goals.

We maintain regular touchpoints with our clients throughout the year to discuss potential tax implications of significant financial decisions and to offer guidance during life changes.

This proactive approach fosters effective communication and a deep understanding of our clients’ needs, ensuring that no opportunity for tax savings is overlooked.

Our goal at Rohr CPAs is to transform the complex world of taxes into a stress-free experience for you, while helping you to optimize your wealth and secure your financial future. Let us guide you through the complexities of the tax landscape with clarity, precision, and strategic foresight.

Streamlined Individual Tax Process

Leveraging Innovation for Streamlined Tax Returns



Tax Insights


Navigating The Estate Planning Benefits Of An Irrevocable Trust In California

In the realm of estate planning, an irrevocable trust can be a powerful tool for Californians looking to preserve their wealth and secure their financial legacy for future generations. This …

Read moreNavigating The Estate Planning Benefits Of An Irrevocable Trust In California

Benefits Of A Living Trust In California

A living trust is a popular estate planning tool that offers numerous advantages to individuals seeking to manage their assets and secure their financial future. In California, living trusts are …

Read moreBenefits Of A Living Trust In California

Individual Retirement Accounts – Traditional vs. Roth

When it comes to retirement planning, one of the most popular investment vehicles available to Americans is an Individual Retirement Account (IRA). There are two main types of IRAs: Traditional …

Read moreIndividual Retirement Accounts – Traditional vs. Roth

Portability And The Deceased Spousal Unused Exemption: A Comprehensive Guide

When a spouse passes away, their surviving partner often faces complex financial and legal challenges. One of the most important concerns is navigating the federal estate tax system, which can …

Read morePortability And The Deceased Spousal Unused Exemption: A Comprehensive Guide

Unraveling The Benefits Of Cost Segregation Studies For Tax Savings

Cost segregation studies have become increasingly popular among real estate owners and investors, thanks to the substantial tax savings they can provide. These studies are designed to analyze and reclassify …

Read moreUnraveling The Benefits Of Cost Segregation Studies For Tax Savings

Unlocking Tax Benefits For Employees And Business Owners: The Power Of An Accountable Plan

In today’s competitive business environment, attracting and retaining top talent is a priority for many organizations. Employee benefits play a crucial role in this effort, as they can significantly impact …

Read moreUnlocking Tax Benefits For Employees And Business Owners: The Power Of An Accountable Plan

Understanding The 1031 Exchange: A Guide For Real Estate Investors

The 1031 exchange, also known as a like-kind exchange or Starker exchange, is a valuable tool for real estate investors looking to defer capital gains taxes when selling a property. …

Read moreUnderstanding The 1031 Exchange: A Guide For Real Estate Investors

Understanding 401(k)S, Simple IRAs, And SEP IRAs: Key Differences Explained

Preparing for retirement is a critical aspect of personal financial planning. One way to secure a comfortable retirement is by investing in employer-sponsored retirement plans or individual retirement accounts (IRAs). …

Read moreUnderstanding 401(k)S, Simple IRAs, And SEP IRAs: Key Differences Explained

Maximize Your Wealth: Utilizing A Health Savings Account (HSA) For Investment Purposes

Health Savings Accounts (HSAs) are a popular vehicle for saving on medical expenses and reducing your taxable income. While these accounts have traditionally been used to cover out-of-pocket medical costs, …

Read moreMaximize Your Wealth: Utilizing A Health Savings Account (HSA) For Investment Purposes

Understanding Charitable Donations: Types, Reporting, And Tax Implications

Charitable giving is a noble way to support causes you care about while also benefiting from tax advantages. However, navigating the different types of donations, reporting requirements, and tax implications …

Read moreUnderstanding Charitable Donations: Types, Reporting, And Tax Implications

Personal Mortgage Interest Deduction: Understanding The Limitations On Deductibility

The personal mortgage interest deduction is a valuable tax benefit that many homeowners take advantage of to reduce their taxable income. However, as with any tax benefit, there are specific …

Read morePersonal Mortgage Interest Deduction: Understanding The Limitations On Deductibility

Understanding FBAR And Specified Foreign Financial Assets Reporting Requirements

The United States has implemented stringent measures to combat tax evasion and ensure transparency in international financial transactions. Among these measures are the Report of Foreign Bank and Financial Accounts …

Read moreUnderstanding FBAR And Specified Foreign Financial Assets Reporting Requirements

Demystifying Stock Options: Types And Tax Implications

Stock options have become an increasingly popular form of compensation, offering employees a stake in the growth and success of a company. However, understanding the different types of stock options …

Read moreDemystifying Stock Options: Types And Tax Implications

The Decision Matrix For Roth Conversions: A Guide

Roth conversions, a process where you change a Traditional Individual Retirement Account (IRA) or 401(k) into a Roth IRA, is a retirement planning strategy that can offer significant tax advantages. …

Read moreThe Decision Matrix For Roth Conversions: A Guide

Demystifying The § 83(b) Election: A Comprehensive Guide With Examples

The 83(b) election is an essential tax planning tool for individuals who receive equity in a company, especially in startups. It can provide significant tax savings if exercised correctly. In …

Read moreDemystifying The § 83(b) Election: A Comprehensive Guide With Examples

Donor Advised Funds: A Guide To Charitable Giving

Donor Advised Funds (DAFs) have been gaining popularity in recent years as a way for individuals and families to donate to charity in a more strategic and tax-efficient manner. In …

Read moreDonor Advised Funds: A Guide To Charitable Giving

Individual Estimated Tax Payment Requirements

September, 2022 Estimated tax payment requirements exist to ensure that the U.S. government has a steady cash flow throughout the year. An individual taxpayer is required to pay a certain …

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Update: California Storms Extend Filing and Payment Deadlines

March 3rd, 2023 California has also extended their filing and payment due dates to October 16th, 2023. All items mentioned below have been extended to October 16th. Additionally, the Pass-Through …

Read moreUpdate: California Storms Extend Filing and Payment Deadlines

Pass-Through Entity Elective Tax (Pte) Explained

December, 2022 California, along with many other states, recently developed a workaround for owners of Partnerships and S-Corps to the $10,000 state and local tax (SALT) ceiling that was included …

Read morePass-Through Entity Elective Tax (Pte) Explained


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