Tax Planning & Preparation

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Roland Roos & Company, Fresno CPA, understands a main priority for you is to pay less in taxes. We offer one-on-one meetings during the course of the year with open and flexible communication to develop strategic tax planning and tax preparation services that are personalized to your needs. Keeping your best interests in mind as we prepare your return, you will feel at comfort knowing your tax returns are with a reliable Fresno CPA Firm with years of expertise. Our staff keeps tabs on changes to the tax laws, so our methods are always up to date and ensure you won’t be subject to any tax penalties. Call us today at 559-226-2209 to learn more about our services or request your free strategy session through our website

Tax Planning

We do not consider the completion of a federal income tax return to be the most important part of our service to you. Through experience, competence, wisdom, and in-depth research, we bring together our tax planning services to optimize your financial opportunities that can be found in existing as well as recently altered tax laws; this includes the Tax Cuts and Jobs Act, recently enacted in December of 2017. 

As a result of this new tax law changing how individuals, businesses, nonprofit organizations, and estates are going to be taxed in the U.S. in the future - from tax rates, deductions, and credits to specifying the terms of many provisions in the Internal Revenue Code & Regulations, such as the definition of “Qualified Business Income” - 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 needing strategic multi-state tax planning, Roland Roos & Company, Fresno CPA, will walk with you step by step to make sure you receive services that are in line with your personal and business expectations.

We offer tax services for individuals, small-to-medium-sized businesses, nonprofit charitable organizations, and trusts. 

Included below are the tax services we offer:

  • Non-Filed Tax Returns
  • Multi-State Tax Planning
  • Nonprofit Tax Planning
  • Tax Return Preparation
  • Back Taxes Owed
  • IRS Payment Plan
  • IRS Audit Representation
  • IRS Liens/Levies
  • Offer in Compromise

Our tax services cover a wide range of industries, including:

  • Real Estate & Construction
  • Financial & Professional Services
  • Nonprofit
  • Manufacturing & Retail
  • Capital Projects & Infrastructure
  • Asset & Wealth Management

By combining the knowledge and experience of our staff, Roland Roos & Company, Fresno CPA, ensures every client receives the close analysis and attention they deserve. Contact us today regarding any tax inquires by filling out our online form or call us at 559-226-2209 to schedule your free consultation.