Our Industries

2741 Fourth Avenue
San Diego, CA 92103

Phone:619-615-5380
FAX:619-615-5389

Individuals

Whether you’re looking for personal tax strategies or more in-depth financial counseling, West Rhode & Roberts takes an active role in planning your personal financial future. We keep abreast of the latest changes in federal and state tax laws and work with you to make sound tax decisions.

West Rhode & Roberts’ small business clients often engage us for their personal needs in tax and advisory services. When your personal accountant already understands your business environment, you benefit from a shorter learning curve, more informed decision making and smoother financial planning.

  • Personal tax
  • Tax projections
  • Personal financial planning
  • Estate and succession planning