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A close-up of an abacus symbolizing the company’s commitment to precision and detail in accounting.

Empowering Non-Profits & Private Businesses with Trusted Audit & Tax Solutions

Explore more about Audit, Tax, and Advisory Services

Every organization operates in a unique way. West Rhode & Roberts (WRR) is a leading CPA firm based in San Diego, California. We specialize in audit, tax, and advisory services tailored to the needs of nonprofit organizations, private schools, and family-owned businesses.

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With over 40 years of experience serving organizations across San Diego County and California, we provide independent audits, assurance audits, financial statement reviews, and strategic tax planning to ensure compliance, transparency, and financial success

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We bring expertise, integrity, and a client-focused approach to every engagement, offering customized financial solutions that go beyond traditional accounting services.

Audit & assurance

Nonprofit and Tax-Exempt Audits
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Privately Held Business Audits and Reviews
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Employee Benefit Plan Audits & ERISA 401(k)

Non-Profit

Museums and Cultural Institutions​
Museums
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Single Audits (OMB Uniform Guidance) & Federal Compliance Reviews
 
Religious & Faith-Based Organizations

Private & Independent School Audits

Independent & Private K-12 Schools
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High Schools & College Preparatory Institutions
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Specialized & Faith-Based Schools
 

Private & Family-Owned Business

Family-Owned & Closely Held Businesses
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Startups & Emerging  Growth Companies
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Biotech, Life Sciences

 FOCUSING ON WHAT MATTERS MOST

NOT-FOR-PROFIT & TAX-EXEMPT ORGANIZATIONS

At West Rhode & Roberts (WRR), we specialize in nonprofit audit and tax services tailored for organizations across San Diego County and California. Our expertise in nonprofit audits, financial statement assurance, federal single audits (Uniform Guidance), and IRS compliance audits helps nonprofits, private foundations, and educational institutions navigate complex regulatory requirements.

  • Educational Institutions – Financial statement audits & compliance reviews for higher education institutions and private K-12 schools.

  • Environmental & Conservation Organizations – Grant compliance audits & financial reporting for nonprofit sustainability initiatives.

  • Private Foundations & Endowments – 501(c)(3) tax compliance audits, restricted fund audits, and IRS reporting assurance.

  • Religious & Faith-Based Organizations – Specialized nonprofit audits & tax-exempt status reviews for churches, ministries, and mission-driven organizations.

  • Social Service & Community Agencies – Grant & funding compliance audits, ensuring financial transparency for social impact organizations.

PRIVATE COMPANIES & FAMILY-OWNED BUSINESSES 

WRR provides audit, tax, and advisory services to privately held businesses, family-owned enterprises, and high-growth startups in San Diego and throughout California. Our clients rely on us for financial statement assurance, business tax planning, and strategic consulting to drive long-term success and sustainability.

  • Family-Owned & Closely Held Businesses – Succession planning, tax structuring, and financial oversight for multi-generational enterprises.

  • Startups & Emerging Growth Companies – GAAP financial reporting, venture capital audit support, and tax strategy consulting for biotech, tech, and early-stage companies.

  • Biotech & Life Sciences – Industry-specific audit and tax solutions, including R&D tax credit consulting and compliance audits.

  • Real Estate & Construction Firms – Financial statement audits, cost certification, and tax planning for real estate investors, developers, and contractors.

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