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
Be Tax-Smart with your Mutual Fund Investments
Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds isn’t so simple. How are mutual funds taxed? If you sell appreciated mutual fund shares, the resulting profit will be taxable. If you’ve held the shares for one year [...]
Back to Basics: 8 Anti-Fraud Controls to Help Keep Operations Running Smoothly
Fraud prevention doesn’t always require large expenditures or sophisticated technology. More often, it comes down to simple controls that address common fraud vulnerabilities. Many banks offer tools that can strengthen payment controls, but businesses must make sure the tools are properly activated and consistently used. Other safeguards depend on well-designed internal procedures and employee compliance. [...]
When an Employee’s Form W-4 Raises Red Flags
Your employees use Form W-4, “Employee’s Withholding Certificate,” to tell you how much federal income tax to withhold from their pay. Most forms are routine, but an altered certificate, unusual accompanying statement or IRS lock-in letter may require special handling. Knowing how to respond can help your business meet its withholding obligations without becoming involved [...]




