Roger Rossmeisl Homepage2026-04-24T09:42:44-07:00

Superior Results. Delivered.

Welcome

In the final analysis, it’s an uncommon breadth of experience… over many years… that allows me to cater to small business owners of varying industries who have outgrown their current CPA Firm… and large businesses who are not receiving responsive, cost-effective solutions from their current regional or national firm.  If you’re ready for a partner who delivers personalized, educational service with real depth — let’s talk.

What We Do

About Roger

The best client relationships are those in which the business owner and their dream team of seasoned professional are efficiently marching in lock step toward a common goal.

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Industries Served

A career rooted in non-departmentalized CPA firms has produced an exceptional breadth of knowledge in terms of industries served. ..
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Client Services

Directly, and in conjunction with Kho & Patel CPA’s partners/associates, as well as Strategic Partners, Roger offers a wide range of services to business and individual clients.

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Kho & Patel CPAs

Your relationship with Roger is complemented by the full range of client services and Industries served offered by Kho & Patel CPAs, a 20+ team firm in San Dimas, California.

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Meet Roger

Catering to the business owner seeking optimal strategies, how best to implement them, and… most importantly… why. Personalized service with an educational predisposition.

“Formal education will make you a living; self-education will make you a fortune.”

~Jim Rohn

Our Services

Audit/Assurance

Audits, reviews, and compilations serve as essential financial reporting tools to deliver a clear, comprehensive picture of your business’s financial health. In today’s environment of heightened accountability — to stakeholders, lenders, investors, and regulators — the accuracy, completeness, and reliability of your financial statements are more critical than ever.

Tax Planning/Preparation

Major financial decisions in your business and personal life — such as investments, expansions, property purchases, or retirement planning — can significantly impact your tax position for years to come. Proactive tax planning is essential to uncover the most effective strategies under current tax laws, helping you minimize liabilities and maximize long-term wealth preservation.

Business Advisory/Consulting

As an entrepreneur, you thrive on bold ideas, calculated risks, and turning the impossible into reality. Wearing multiple hats to drive your vision forward is part of what makes you exceptional — but it can also be overwhelming. We can provide, and/or direct you to expert guidance, objective insights, and strategic support from seasoned professionals who understand the unique challenges and opportunities of innovative business owners like you.

Services Offered in Conjunction with Strategic Partners

In today’s complex financial and regulatory environment, specialized needs sometimes require expertise beyond traditional accounting and tax services.  We partner with a trusted network of strategic professionals — such as attorneys, financial advisors, insurance specialists, appraisers and industry specialists — to deliver seamless, comprehensive solutions while you continue working with your dedicated CPA team.

What Clients Are Saying…

FAQs

What sets our firm apart is the sweet spot we occupy.  On the one hand, we stand ready to assist businesses that have outgrown their current CPA Firm.  On the other hand, we have the uncommon depth and breadth of knowledge in a variety of industries and areas of tax, some might think only a regional or national firm could provide.  Because our team members have different professional experiences in a number of complementary areas, we can efficiently leverage these resources more efficiently, and cost effectively, than a larger firm.  Essentially, we’re more nimble.

We offer a full range of professional services, including tax preparation and strategic tax planning for individuals and businesses, audits, reviews, and compilations, fractional accounting and financial statement preparation, business consulting, and specialized advisory through trusted strategic partners (such as attorneys, appraisers, insurance specialists, financial advisors and industry experts) when complex needs arise.

A CPA provides not just accurate filing but proactive expertise — identifying deductions, credits, and planning opportunities you might miss, ensuring compliance with ever-changing tax laws, and offering representation in audits if needed. We focus on long-term tax efficiency and financial clarity tailored to your unique situation.

Fees vary based on the complexity of your needs — whether it’s a simple individual return, business tax planning, fractional accounting, or an audit. Based on the nature of your project, if it is possible, we provide transparent quote ranges after an initial consultation, so you know what to expect.

The best time is year-round, not just during tax season. Proactive planning — such as before major investments, business expansions, or retirement decisions — helps minimize liabilities, optimize cash flow, and align strategies with current tax laws for maximum benefit.

Yes.  As licensed CPAs, we can represent you before the IRS or other tax authorities in the event of an audit or inquiry, helping protect your interests with experienced guidance.

In today’s complex environment, we collaborate seamlessly with a network of trusted strategic partners — including attorneys, appraisers, insurance specialists, financial advisors and industry experts — to deliver comprehensive solutions while you maintain a single point of contact with our firm.

Depending on your specific situation, we recommend at least quarterly check-ins for growing businesses or those with significant financial changes, plus an annual review for individuals. Regular communication allows us to catch opportunities, adjust strategies, and keep you ahead of tax and compliance issues.

Yes — we serve a wide range of clients, including small, mid-sized, and large businesses, entrepreneurs, and professionals. Our approach is personalized to help innovative owners manage risk, turn ideas into action, and achieve sustainable financial success.

Simply contact us for a no-obligation consultation. We’ll discuss your goals, review your current situation, and outline how we can support you — whether through tax services, assurance, consulting, or a combination.

Newsroom

4 Financial Factors That Help Valuators Gauge Business Risk

By |November 7th, 2026|

The value of an operating business often depends on two components: the future economic benefits it’s expected to generate and the rate of return hypothetical investors require given the associated risks. Business valuation professionals use benchmarking studies to gain insight into future cash flows and operating risks. Here are four key areas that valuators consider [...]

Consider an Installment Sale to Optimize Taxes When Selling Your Business

By |November 7th, 2026|

Over the years, you’ve invested blood, sweat and tears into building a successful small business. Now it’s time to sell and move on to the next chapter of your life. What are the tax implications of selling — and how can you reduce or defer your taxes? One possible solution is an installment sale. How [...]

What Higher 2026 AMT Risk May Mean for Your Year-End Tax Planning

By |November 7th, 2026|

Tax law changes taking effect this year will increase alternative minimum tax (AMT) risk for some higher-income taxpayers. If you may be affected, consider the AMT before implementing income or deduction timing strategies. A move that would reduce your 2026 regular tax might provide little or no benefit under the AMT — or could trigger [...]

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