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.
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.
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.
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
Newsroom
Fraud Targeting Veterans is a Small Business Issue
U.S. military veterans own majority stakes in more than 1.6 million businesses and represent 5.3% of this country’s business owners, according to the U.S. Small Business Administration. Even if you aren’t a veteran, you might employ individuals who’ve served. Employees who suffer fraud losses may be distracted and less productive at work — and the resulting [...]
What’s the Right Entity Type for your New Business
Start-ups must choose a legal entity for their business activities. The type of entity you select affects how the business is taxed and who may be held personally liable for its debts and obligations, among other things. Two popular options — assuming you’re going into business with one or more other people — are S [...]
When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’t
Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell. Of course a large profit is generally a good thing. But, depending on the amount of your gain, how long you’ve owned and resided in the home, and your income [...]




