Business Details
Trusted Accounting and Tax Services in La Mesa, CA
Rogers & Ho has been delivering quality financial guidance to individuals and businesses for years. Our firm specializes in tax management, accounting services, audits, financial statements, and comprehensive financial planning. We prioritize open communication to understand client needs, conduct thorough research, and provide sound analysis to maintain financial viability. Our team combines expertise with a commitment to excellence, helping clients navigate complex tax laws and regulatory environments. We focus on long-term value through personalized service, objective analysis, and strategies that enhance business efficiency and control costs.Our professionals offer specialized support in areas like litigation accounting, estate planning, and international taxation. We assist clients with accounting software selection, payroll services, and business succession planning. Our approach emphasizes accurate record-keeping, cash flow optimization, and tailored financial projections. We serve local businesses while maintaining adaptability to evolving financial landscapes. Our mission remains to empower clients through proactive financial solutions that address both present challenges and future goals.
Services
Tax Management
Audits & Reviews
Estate Planning
Financial Projections
Payroll Services
Business Valuation
IRS Representation
Accounting Software Support
Retirement Planning
International Taxation
Highlights and features
- We provide personalized financial guidance tailored to individual and business needs.
- Our team combines decades of experience in tax law and financial planning.
- We offer comprehensive services from audits to international taxation expertise.
- Our approach emphasizes proactive solutions over reactive problem-solving.
- We maintain deep familiarity with local business environments and regulations.
Associations and certifications
- CPA
Services
Tax Management Services
Our tax management services help clients minimize liabilities while maximizing cash flow through strategic planning. We analyze current and evolving tax laws to optimize financial opportunities for individuals and businesses. Our team provides comprehensive support with tax return preparation and regulatory compliance.
Audits & Reviews
We offer three assurance levels including full audits, limited reviews, and compilations. Our audits verify financial data accuracy for third-party stakeholders, while reviews provide analytical procedures to confirm financial statements. These services ensure regulatory compliance and enhance financial transparency for business decision-making.
Estate Planning
Our estate planning specialists help clients transfer assets efficiently while minimizing tax burdens. We create customized strategies for individuals and businesses to ensure smooth succession planning. Services include trust creation, will preparation, and tax-efficient distribution strategies to protect family wealth.
Financial Projections
We develop detailed financial projections to help businesses plan for growth and market changes. Our analysis incorporates market trends and company-specific data to create realistic forecasts. These projections support strategic decision-making for capital investments, expansion plans, and operational adjustments.
IRS Representation
Our professionals provide expert representation during IRS audits and tax disputes. We handle all communications with tax authorities and develop strategies to resolve issues efficiently. Our experience with federal and state tax matters helps minimize potential penalties and streamline the audit process for clients.
People
Henry Ho
Managing Partner
Henry Ho leads our firm with extensive experience in public accounting. He specializes in tax strategy and business advisory services, helping clients achieve financial objectives through personalized solutions.
Andy Lau
Partner
Andy Lau brings specialized expertise in financial reporting and compliance. He works closely with businesses to develop effective accounting systems and ensure regulatory compliance across various industries.
James Noriega
Staff Accountant
James Noriega provides detailed accounting support with focus on accuracy and timely delivery. He assists clients with bookkeeping, payroll processing, and financial statement preparation.
Melody Yeung
Staff Accountant
Melody Yeung specializes in tax preparation and financial analysis. She supports clients with personalized solutions for individual and business tax planning needs.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, financial statements, payroll processing, and cash flow management tailored to small business needs.
Do you handle both individual and business tax preparation?
Yes, we prepare personal tax returns and comprehensive business tax filings for corporations, partnerships, and LLCs.
What areas do you serve?
We primarily serve La Mesa and surrounding San Diego County areas, supporting both local businesses and individuals.
Can you help with IRS audit representation?
Our firm provides professional IRS representation to guide clients through audit processes and resolve tax disputes effectively.
What financial planning services are available?
We offer retirement planning, investment strategy analysis, and business succession planning to help clients achieve long-term financial goals.
Reviews (3)
Karen Gurneck
Sep 29, 2021
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Positive:Professionalism,Responsiveness
They are knowlegable, professional, always courteous, and responsive. Has served my family and friends for many years . Never a hesitation about referring Henry.
They are knowlegable, professional, always courteous, and responsive. Has served my family and friends for many years . Never a hesitation about referring Henry.
Dimitry Morgan
Oct 10, 2020
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Have nothing but wonderful things to say about these guys. Andy in particular was extremely professional, answered all of my questions and worked out a solution that was able to take a lot of pressure off of me. I have nothing but positive things to say about him and his team. His staff was responsive and very professional. I would highly recommend him to to anyone looking for a good and honest accountant.
Russell Jones
Jul 27, 2018
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I called them based on online reviews, talking about great customer service and how they really care. I asked the receptionist to have someone call me after 4:00 pm. I had Andy call me before 2:30, while I was at work, and leave a message. I called him back shortly after 4:00 and we spoke for 5 minutes as I had some key questions before deciding on a CPA. Abruptly he told me he would have to call me back in 10 minutes because he had someone come into the office, apologizing of course. No callback in 10 minutes, or that evening for that matter. I received a call while at work again this morning
