Our Services

2741 Fourth Avenue
San Diego, CA 92103


Tax Services

West Rhode & Roberts brings expertise, independence and local customer focus to three types of tax return preparation and planning:

In the ever-changing tax landscape, our clients rely on us for right-the-first-time tax return preparation and planning to keep them compliant. West Rhode & Roberts keeps abreast of the most recent regulations and accounting pronouncements so that you don’t have to.

The next change in the local, state or federal code can easily affect your tax liability, financial picture, and reporting requirements, so our partners work directly with you to implement strategies that minimize tax bite and maximize cash flow. With our mixture of on-site and off-site work, you stay close to the latest and generally accepted accounting principles.

Are you facing a taxable gain from the sale of real property and wondering about ways to reduce that gain? Do you have an upcoming audit with the state or the IRS? Are you looking for a new firm to prepare your taxes because your current firm is no longer as responsive as it used to be? West Rhode & Roberts assures you direct partner involvement while assessing your specific needs.

Business tax

Whether your business is a C-corporation, S-corporation, LLC, partnership, or sole proprietorship, you make decisions every month that affect your tax situation. West Rhode & Roberts takes an inside look at your revenues, inventories, holdings, expenses, employee benefits, and overall growth to map out a tax strategy that helps you achieve your business goals.

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Personal tax

No two individuals are the same, and no two personal tax situations are the same. When you change your marital status or family size, start a small business, purchase your first home, or acquire rental properties, you need to be aware of the effects on your tax situation and take steps to smartly manage those effects. Whatever the make-up of your household, if you are generating income or incurring expenses, then fluctuating tax laws apply to you. West Rhode & Roberts’ tax experts apprise you throughout the tax year, keep you focused on important year-end tax moves, and help you avoid unpleasant surprises on April 15.

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Nonprofit tax

This tax landscape is a specialty in itself, and our clientele includes dozens of nonprofit organizations, such as private schools, museums, private foundations, social service agencies, membership organizations and family foundations. Your IRS Form 990 is an important indicator of how closely your nonprofit is adhering to its stated objectives, and our long history of work with local organizations will help you put your best foot forward.

Some nonprofits are subject to unrelated business income tax (UBIT), and we work with these organizations to ensure they comply with complex UBIT requirements.

Talk to the tax experts at West Rhode & Roberts before you make any big decisions.

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