Our Services

Professional Tax, Accounting and Consulting

TAX PREP & PLANNING

Pay less tax!

Filing your taxes doesn’t have to be scary. We know you want to minimize the amount of cash leaving your business as tax payments. At Kelly Rohrs, CPA we will file your taxes with optimized deductions and credits for your situation.

Because the tax laws are constantly changing, we make it our job to stay up to date so you don’t have to. Whether you need a trust, business, or personal tax return, we’re here to help.

It’s time to experience a new kind of tax season—one you’ll look forward to year after year!

"Kelly is the one to get it done"

Working with Kelly over the last 5+ years as my accountant has been the most seamless experience. She's on point, on time and has never had an issue with the IRS. Uncle Sam has to get paid so might as well have Kelly be the one to get it done.

Samuel Duran, DS4A Fellow at Correlation One

ACCOUNTING & FINANCIAL STATEMENT PREP

Whether you need an annual financial statement or monthly bookkeeping, we’ve got you covered!

You can rest easy knowing we’re recording and monitoring the key numbers in your business. It’s important that you know how to analyze your business so you can gain financial control and increase your bottom line. We’ll explain the key performance indicators for your business and show you how to monitor them. 

We love questions, and we’re never more than a phone call or email away if you need us!

She's gone above and beyond

I was looking for a new accountant when we connected, realizing how important it would be for professionals I work with to have an understanding of not just being in the medical field, but also as Naturopathic Doctor. Kelly's interest (and clientele) in natural medicine helped me feel at ease speaking with her about my different ventures and ways I practice, as she was able to offer advice and insight while ensuring my taxes were done properly. She's gone above and beyond in supporting both my business and who I am as a human being. I highly recommend Kelly for her kind demeanor, insight, and attention to detail.

Dr. Serena Goldstein, Naturopathic Doctor

BUSINESS CONSULTING & GROWTH STRATEGIES

Rest easy knowing we’ve got your back!

Are you tracking the right numbers? Meeting your sales goals? These are questions that every small business owner should be asking themselves. At Kelly Rohr, CPA, we show our clients how to understand the numbers and help them make the best decisions to achieve their business goals.

Business growth can be tough. If you don’t know how to read financial statements, it can be difficult to know if your business will support the change you’re thinking of making. We’ll show you how to understand key performance indicators so you can make the most informed decisions.

Wondering if you should add an additional office or hire more staff? We can help you determine if it’s the right time to take these steps and more! 

"Delivers the highest quality of service"

Kelly has on numerous occasions jumped on conference calls with me and my business associates to offer invaluable insight into our sector of work from the vantage point of a CPA. Her advice has been both invaluable and applicable for me and my colleagues to serve our clients. Not only is Kelly great at being a trusted tax advisor with her proven track record of success throughout her career, she is the kind of business professional that will always go above and beyond to deliver the highest quality of service to her clients. I’m so happy to have met Kelly and I am looking forward to more opportunities to partner up and send key clients her way in the near future and many years to come!

Jason K.C., Networker

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