Refer-A-Friend!

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The foundation of our Fresno CPA Accounting Firm's business growth is based on the referrals we receive from our clients (you) and we want to thank you for your business and trusting Roland Roos & Company, Fresno CPA, as your advisers. 

We have compiled a list of the most common circumstances and questions that are often brought to us by our new clients. We love new referrals and would be more than happy to serve you in any of the following capacities.

  • I recently started a not-for-profit charitable organization and need help with records and bookkeeping.

  • I am looking for a reliable CPA who I can come to for advice for a wide-range of business related matters.

  • Tax implications that come along with marriage or divorce.

  • Retirement planning and ways to minimize or avoid taxes on withdrawals of retirement funds.


  • Have any friends or family who specialize in commercial and residential real estate that have questions related to property transactions?

  • I am the owner of a non-for-profit organization and looking for a independent, objective auditor?

  • I have a small business. Can you give me some advice on how to improve cash flow and reduce non-operating expenses?

  • I recently got divorced I have children and need advice on the best tax planning strategy?

  • How do I save on my taxes?

  • What entity should I choose for my start-up business?

  • Can you explain the cash flow statement, and how can I generate cash in my business?

  • How can I take advantage of gifting rules?

  • How do I handle estate, trust, and inheritance issues?

  • How much salary should S Corporation owners take?

  • What is the tax effect on this transaction?

  • How do self-employment taxes work?

  • Who can I claim as a dependent?

  • What is the earned income tax credit and how do I claim it?

  • What are the tax implications of withdrawing money early from my retirement account? Are there exceptions to the penalties?

  • My house foreclosed. How does that impact my taxes?

  • I started my own business; can I deduct my home office expenses?

  • Am I eligible for a child and dependent care deduction?

If you know anybody in need of assistance regarding the situations above, simply fill out the form below and a friendly expert will reach out to see if Roland Roos & Company, Fresno CPA, is a good fit.

Enter your referral's information in the spaces provided below: