🔹About Us🔹
Rohr & Associates is a trusted name on the Central Coast of California for it's financial and accounting services. Serving financially diverse individuals and a variety of industries since 1998, we bring a wealth of experience and knowledge to your financial planning. Our specialties lie in business structure planning, tax accounting methods, tax planning & compliance, business valuati
ons, and consulting. Understanding that every business has its unique demands, we strive to match your expertise with our excellence, offering personalized solutions tailored to your needs. To ensure ease of communication, we offer a free 30-minute introduction meeting for new clients and don't charge for quick emails. We're here to address your questions and concerns, helping your business grow and thrive!
🔹Our History🔹
Established in 1998 by David Rohr, we've upheld a tradition of providing exceptional financial services to individuals and businesses for over 25 years. Post David's retirement in 2012, his son, Daniel Rohr, took over the reins, expanding our services across a diverse range of industries. Our dedicated team, guided by Daniel, is committed to assisting clients in achieving their financial goals, fostering long-lasting relationships built on trust, expertise, and success.
🔹Meet the Owner🔹
Daniel Rohr, the Sole-Shareholder of Rohr & Associates since 2012, is a seasoned expert in structuring tax mitigation and retirement planning strategies for small to medium-sized businesses. A native of the Central Coast, Daniel attended Cal Poly San Luis Obispo on a Football Scholarship and earned his Bachelor of Science in Business and Accounting. Furthering his expertise, he also obtained his Master of Science in Taxation from Golden Gate University. His approach is all about understanding his clients’ entire financial picture and simplifying complex tax topics to create the best tax outcome. Daniel aims to be your trusted advisor, working in unison with your other advisors to structure your financial affairs.