Looking for Quality Certified Public Accountants or CPAs in Plano, TX?
David W. Rohm, CPA, PLLC is an experienced, full-service
certified public accounting firm committed to providing small businesses and individuals in Plano, Texas and surrounding Collin County with sound tax, accounting, and financial expertise aimed at saving our clients money on their taxes. We are effective in saving our clients money because we take a genuine interest in our client's financial situation, our knowledge of the latest tax laws, and our personal commitment to the long-term success of their business. With a combined 25 years experience in accounting, taxation, and financial planning, you can rest a little easier knowing that you have experienced, professional
CPAs dedicated to helping you achieve your financial goals.
David W. Rohm, CPA, PLLC provides a broad range of accounting, tax, and financial services including: incorporation, monthly and quarterly bookkeeping services, sales tax, compilations, preparation of financial statements, income tax preparation, tax planning, budgeting, cash flow analysis, financial analysis, and business consulting.
CPAs Provide Your Small Business "The Edge" to Thrive and
Efficiently Conduct Business in Texas
Running a business is not just about hard work and dedication. It requires having accurate, actionable information and getting it when you need it. It requires understanding what the financial statements are telling you. And it requires having good people around you asking the right questions. David W. Rohm CPAs provide an elevated level of personalized service that most small businesses and individuals do not receive from their accountant. Unfortunately, most small businesses today do not receive the same distinguished level of service that accounting firms often reserve for their larger clients. But it is this elevated level of service that sets our firm apart and contributes to the success of our clients. Ask yourself if your accountant is committed or even available to help you address some of the common, but difficult financial questions that business owners frequently face:
Should I incorporate? What are the alternatives?
Why am I paying so much in income taxes each year?
What deferred savings program should my business set up to maximize our tax advantages?
Should my business own certain property or should I personally hold and lease it back?
As a business owner, you know that questions like these will rarely have a common or canned answer. They will most often depend on your business, your current financial situation, and your personal and financial goals. That is why it is critical to find a knowledgeable accountant that will take the time to get to know your situation, return your calls, and be committed to helping you achieve your goals.
Individual Taxation and Financial Planning
Your personal financial and tax situation can change dramatically from one year to another. Life events, such as job changes, moves, distributions, births, marriage, divorce, settlements, bankruptcy, new businesses, etc. can turn a relatively simple tax situation into a labyrinth of options and questions. And with the constant changes in the tax laws and IRS regulations, it is easy to get overwhelmed. A simple mistake or miscalculation can quickly grow into an IRS nightmare and result in substantial penalties, interest, and late fees. In these situations, you need a CPA who is not only knowledgeable in taxation, but also one that will take the time to get to the specifics of your particular situation and ask all the relevant questions.
David Rohm CPAs specialize in saving their clients money on their taxes. Whether you have a simple itemized Form 1040 return or a complex return with multiple passive activities and property transfers, we will sit down with you for an in-depth consultation to ask questions and review your entire financial and tax situation. This consultation enables us to maximize your deductions and ensures that you are not paying more than you should by law. And you can be assured that your return will be accurately and timely filed. In addition, if the situation warrants, we can also file amended returns to have money refunded to you if we find that you paid more than you should have in prior years.
So ask yourself these questions:
Do you feel like you are paying too much income taxes?
Are you receiving timely tax planning to minimize surprises at the end of the year?
What do I need to do to take my business to the next level of profitability?
Are you getting personalized expertise you need to meet your business and personal goals?
Call Today for a Free Initial Consultation
Let us demonstrate how we can save you money and put you on a path to your financial goals. The key to improving your financial future is to get started. Call David W. Rohm, CPA, PLLC today for a FREE FINANCIAL AND TAX CONSULTATION where we will perform an in-depth review of your financial situation and ask you a myriad of questions, all aimed at lowering your tax bill. In order to maximize the benefits of this consultation, it is important to bring with you the last two or three years of tax returns as well as any current year financial and tax documents you have received. The consultation is FREE and you are under absolutely no obligation. Call our Plano, Texas accounting firm office at
(214) 407-8870 to schedule an appointment today!
David W. Rohm, CPAs offer Certified Public Accounting in Plano, TX.
As a member of the Texas Society of Certified Public Accountants. David's accounting firms provide quality, accounting, income tax preparation, and tax planning services in Plano, Texas,
including all of Collin County, TX as well as Dallas County, Texas.
Write-up services and general ledger accounting, including cash flow and budget analysis are essential, yet commonly overlooked by small business owners.
Income Tax Preparation
Filing income tax returns and proper tax preparation is essential in order to prevent the IRS from knocking on your door. Precise income tax filing of estate, fiduciary, gift, and back taxes are what we do.
Planning & Management
Let us help you analyze and understand the direction of your business and devise a strategy to grow
Taxation & Financial Plans
Your personal financial and tax situation can change dramatically from one year to another. A simple mistake or miscalculation can quickly grow into an IRS nightmare and result in substantial penalties, interest, and late fees.
Paying Too Much in Taxes?
We can help you Focus on tax planning to ensure that you pay the lowest amount of taxes.
We can help! Contact us today for a free initial consultation.
8401 Bridgend Court
Plano, TX 75024
Tel: (214) 407-8870
Fax: (972) 432-6510