Business Details
29 Years
experience
Trusted CPA Services in San Diego
West Rhode & Roberts has been a trusted provider of audit and tax services to California businesses, nonprofits, and private schools since 1997. Our firm specializes in nonprofit audits, private business tax planning, and audit compliance, serving clients across the Western United States. With over 40 years of combined experience, our team brings expertise, integrity, and a client-focused approach to every engagement. We prioritize understanding your unique financial needs to deliver customized solutions that ensure compliance, transparency, and long-term success. Our partners and managers are directly involved in every project, offering hands-on expertise, innovative technologies, and timely results.We serve nonprofit organizations, private schools, family-owned businesses, startups, and biotech companies, providing tailored financial strategies. Our commitment to inclusiveness and opportunity drives our personalized service, ensuring the highest level of trust and value for every client. We specialize in federal single audits, IRS compliance, employee benefit plan audits, and strategic tax planning. Our approach combines deep industry knowledge with advanced data analysis to mitigate risks and enhance organizational efficiency. With a focus on evolving regulatory standards, we help clients navigate complex financial landscapes while maintaining ethical and professional excellence.
Services
Audit & Assurance
Tax Planning
Nonprofit Audits
Private Business Audits
Employee Benefit Plans Audit
Advisory Services
Internal Control Review
Transactional Guidance
Strategic Tax Consulting
Compliance Reviews
Details
- Year established: 1997
Highlights and features
- We have over 40 years of experience serving nonprofits and private businesses.
- Our partners are directly involved in every client engagement.
- We specialize in nonprofit audits and federal compliance reviews.
- We leverage innovative technologies for efficient financial solutions.
- Our team provides tailored tax planning for diverse business structures.
Services
Audit & Assurance
We provide independent audits and assurance services tailored to nonprofits, private businesses, and employee benefit plans. Our team ensures compliance with evolving accounting standards, offering financial statement reviews and risk assessments. Clients benefit from accurate reporting for regulatory compliance, investor relations, and financing applications.
Nonprofit Audits
Specialized audit services for tax-exempt organizations, including federal single audits and IRS compliance reviews. We address grant compliance, restricted fund management, and reporting for museums, private foundations, and religious institutions. Our expertise ensures transparency and adherence to complex regulatory requirements.
Tax Planning
Strategic tax planning for corporations, LLCs, and individuals, minimizing liabilities while maximizing cash flow. We handle S-corporation, C-corporation, and partnership tax strategies, along with personal tax counseling. Our services include R&D tax credits and compliance for biotech and real estate sectors.
Advisory Services
Comprehensive advisory solutions beyond traditional accounting, including internal controls, transactional support, and succession planning. We assist with business valuations, ESOP reporting, and risk mitigation, leveraging decades of regional market expertise to guide strategic decisions.
Employee Benefit Plans Audit
Audits for 401(k), 403(b), and profit-sharing plans exceeding 100 participants. We ensure compliance with ERISA regulations and fiduciary responsibilities, providing detailed reporting to demonstrate adherence to federal guidelines and protect organizational interests.
People
Cheryl M. Rhode
Founding Shareholder
Cheryl M. Rhode, CPA, leads WRR's strategies for nonprofits, private education, and employee benefit plans. With over 25 years in public accounting, she provides expert guidance to specialized industries, ensuring compliance and financial clarity.
Christopher M. Roberts
Founding Shareholder
Christopher M. Roberts, CPA, drives WRR's technology integration in audit and tax services. With 30+ years of experience, he implements innovative solutions and new accounting standards, enhancing efficiency and client engagement across industries.
Questions
What services does West Rhode & Roberts offer?
We provide audit, tax, and advisory services for nonprofits, private businesses, family-owned companies, and employee benefit plans.
Do you specialize in nonprofit audits?
Yes, we specialize in nonprofit audits, including federal single audits, IRS compliance, and grant reporting for tax-exempt organizations.
What industries do you serve?
We serve nonprofits, private schools, biotech firms, real estate companies, startups, and family-owned businesses across the Western U.S.
How do you handle tax planning for businesses?
We offer tailored tax strategies for corporations, LLCs, and individuals, focusing on minimizing liabilities and maximizing cash flow.
Are your audit services compliant with regulatory standards?
Yes, our audits adhere to evolving accounting standards and regulatory requirements, ensuring accuracy and compliance for all clients.
