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
Can You Recycle a Business Valuation Report?
If you’ve previously obtained a formal business valuation, you might be tempted to reuse it for another purpose. This might seem like a good way to save time and money. But doing so without first determining whether the report and its conclusions are appropriate for the new use can create significant risks. Timing issues Think [...]
Eligible Taxpayers May Receive Penalty Relief Automatically
As appearing in IRS Tax Tip 2026-59 Taxpayers with a history of filing and paying on time may now have an easier path to receive penalty relief. This summer, the IRS’s new Automatic Exemption from Penalty or AEP will replace the long-standing First Time Abate administrative relief. AEP is designed to eliminate the need to [...]
Disability Benefits May Have Income Tax Consequences You Don’t Expect
Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified waiting period that starts when the person becomes disabled (as defined by the policy’s terms). Whether you’re just beginning to receive disability benefits or you’re [...]




