Tax Planning & Preparation

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Roland Roos & Company, Fresno CPA understands a main priority for you is to pay less in taxes. Keeping your best interests in mind as we prepare your tax return, our CPAs focus on providing strategic and timely tax solutions that will both minimize your tax liability and ensure you are in compliance.

Tax Planning

Our team provides tax services for individuals, small-to-medium-sized businesses, nonprofit charitable organizations, and trusts. 

By leveraging our 40+ years of experience and exercising due diligence, our local CPA firm brings together tax planning services to optimize your financial opportunities that can be found in existing as well as recently altered tax laws.

As a result of the Tax Cuts and Jobs Act (TCJA) changing how taxpayers will be taxed in the U.S. moving forward, it is essential you begin to plan and act sooner than later to maximize the benefits and opportunities available to you and your business. 

Whether you are starting a new business and need advice on which entity or business structure will be the most tax efficient, or you are looking for strategic multi-state tax planning, our trusted advisors will walk with you step by step to make sure you receive services that are in line with your personal and business expectations.

Included below are some of the tax services we offer:

  • Individual Tax Planning

  • Pass-through Entity Planning

  • Income Tax Compliance

  • Multi-State Tax Planning

  • Tax Return Preparation

  • Non-Filed Tax Returns

  • Back Taxes Owed

  • IRS Payment Plan & Audit Representation

  • Corporate Tax & Transactions

Our tax team specializes in a variety of industries, including:

  • Real Estate & Construction

  • Business & Professional Services

  • Agriculture

  • Manufacturing

  • Consumer Products

  • Nonprofit Organizations

By combining the experience and expertise of our staff, our Fresno CPA practice ensures every client receives the close analysis and attention they deserve. To contact us regarding any tax inquires, email or call 559-226-2209 to schedule your free consultation.