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Roeser CPA Roeser CPA
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Trusted Accountants and Financial Advisors in Fresno, CA
At Roeser CPA, we are a full-service CPA firm dedicated to providing comprehensive accounting, tax, and financial advisory services to businesses and individuals in Fresno and the Central Valley area. With over 30 years of experience, we combine traditional accounting expertise with cutting-edge technology to deliver personalized solutions tailored to each client's unique needs. Our team of licensed professionals is committed to helping clients achieve financial success through meticulous tax planning, strategic business consulting, and innovative financial management. We pride ourselves on building long-term relationships with our clients, offering exceptional problem-solving and customized approaches that align with their goals. As a progressive firm, we continuously invest in professional development to stay ahead of evolving tax laws and industry trends.

Our mission is to exceed client expectations by providing reliable, transparent, and results-driven services that foster financial stability and growth. We approach every project with diligence and care, ensuring our clients receive the highest standard of service. Our affiliation with Sorren allows us to offer expanded resources while maintaining the personal touch our clients value. We are deeply rooted in the Fresno community and are passionate about supporting local businesses through expert financial guidance. Our dedication to excellence has earned us a reputation as a trusted partner for clients seeking to navigate complex financial landscapes with confidence.
Services
Business Income Taxes Financial Planning Business Valuations Business Services QuickBooks Accounting Tax Preparation Wealth Management Family Business Coaching Outsourced CFO Services Transaction Analysis
Highlights and features
  • We offer over 30 years of experience in accounting and financial advisory services.
  • Our team holds seven professional licenses and certifications for client leverage.
  • We provide customized solutions combining traditional skills with the latest technologies.
  • We specialize in business valuations and succession planning for complex transactions.
  • Our multidisciplinary approach adds value to businesses through innovative strategies.
What people say
Top notch Awesome Instrumental Over 25 years Flawless process
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Services
Business Income Taxes
Our business income tax services help clients maximize savings through strategic tax planning and preparation. We handle corporate, partnership, and individual tax returns while identifying deductions and credits to reduce liabilities. Our team ensures compliance with evolving tax laws, allowing businesses to focus on growth while we manage their tax obligations efficiently.
Financial Planning
We provide comprehensive financial planning services tailored to individual and business needs, including retirement strategies, investment modeling, and estate planning. Our tax-centric approach integrates wealth management with strategic tax reduction techniques. Clients receive personalized guidance to navigate complex financial decisions and achieve long-term stability.
Business Valuations
Our business valuation services cater to mergers, acquisitions, succession planning, and tax reporting needs. We deliver IRS-compliant valuations for diverse entities, including LLCs, partnerships, and corporations. With licensed CPAs and business valuators, we provide accurate assessments to support informed decision-making for transactions and financial reporting.
Business Services
We offer outsourced accounting solutions, including QuickBooks training, financial statement preparation, and CFO consulting. Our services extend to payroll processing, tax reporting, and family business coaching. By leveraging advanced accounting technologies, we help businesses streamline operations and maintain accurate financial records for compliance and strategic planning.
QuickBooks Accounting
As Certified QuickBooks Pro-Advisors, we provide software setup, training, and ongoing support for QuickBooks and other platforms like Xero and FreshBooks. Our expertise ensures businesses optimize their accounting systems for efficiency. We also offer discounted software rates and tailored solutions to improve financial management workflows.
Questions
What accounting services do you offer for small businesses?
We provide QuickBooks support, financial statement preparation, outsourced CFO services, and tax compliance for small businesses.
Can you assist with business valuations for mergers or acquisitions?
Yes, we offer valuation services for mergers, acquisitions, buy-sell agreements, and succession planning.
Do you handle tax planning for multi-state businesses?
We are licensed to work with businesses across all U.S. states and industries.
Are your financial planning services tax-focused?
Yes, our financial planning integrates tax reduction strategies to optimize client outcomes.
How do you support family-owned businesses?
We offer family business coaching, dispute resolution, shareholder buyout assistance, and succession planning.