Roger Dhillon, CPA

At Roger Dhillon, CPA, we understand the importance of professionalism, responsiveness, and quality in our services. Our firm is dedicated to providing exceptional financial solutions to individuals, small and large businesses, and non-profit organizations in Porterville and surrounding areas.

Our team is comprised of experienced professionals who are committed to delivering accurate, impartial, and timely results. We offer a wide range of services including personal financial planning, estate planning, elder care, small business accounting, payroll, part-time CFO services, reviews and compilations, cash flow management, bank financing, strategic business planning, succession planning, new business formation, internal controls, tax preparation for businesses, tax services, and QuickBooks services.

We are conveniently located on W Doris Avenue just off North Main Street with easy access from downtown Porterville, Lindsay, Terra Bella, and Strathmore. Our mission as trusted advisors is to be available, to provide insight, and to enable you to make informed financial decisions.

Our team is dedicated to delivering the highest level of professionalism, responsiveness, and quality. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention. We provide total financial services to individuals, large and small businesses, and other agencies.

We are responsive to our clients' needs and provide competent advice and fast, accurate personnel. Our goal is to help you reach your personal and business goals by offering personalized attention and proactive strategies.

Our Values

Our firm is built on three underlying principles: professionalism, responsiveness, and quality. These values guide us in everything we do, from providing straightforward accounting to delivering comprehensive tax services.

Professionalism: We are committed to maintaining the highest level of professionalism in our work. Our team of experienced professionals is dedicated to delivering accurate, impartial, and timely results.

Responsiveness: We understand the importance of being responsive to our clients' needs. We provide competent advice and fast, accurate personnel to ensure that our clients receive the best possible service.

Quality: We are dedicated to delivering high-quality services to our clients. Whether you need a thorough business valuation or complete tax services, you can depend on us to deliver results that meet the highest standards.

Services

At Roger Dhillon, CPA, we offer a wide range of services to meet the financial needs of individuals, small and large businesses, and non-profit organizations. Our services include:

• Personal Financial Planning: We provide personalized financial planning to help individuals achieve their financial goals.
• Estate Planning: Our team helps individuals plan for the future by creating comprehensive estate plans.
• Elder Care: We offer specialized services for seniors, including financial planning, tax preparation, and more.
• Small Business Accounting: Our team provides accounting services specifically tailored for small businesses.
• Payroll: We handle payroll services for businesses of all sizes.
• Part-Time CFO Services: Our part-time CFO services provide businesses with the financial expertise they need without the full-time cost.
• Reviews - Compilations: We provide review and compilation services to ensure that your financial statements are accurate and compliant.
• Cash Flow Management: Our team helps businesses manage their cash flow to ensure financial stability.
• Bank Financing: We assist businesses in securing the financing they need to grow and succeed.
• Strategic Business Planning: Our team develops strategic business plans to help businesses achieve their goals.
• Succession Planning: We help businesses plan for the future by creating comprehensive succession plans.
• New Business Formation: Our team assists new businesses in getting started and establishing a strong financial foundation.
• Non-Profit Organizations: We provide specialized services for non-profit organizations, including financial planning, tax preparation, and more.
• Internal Controls: Our team helps businesses establish and maintain effective internal controls.
• Tax Preparation for Businesses: We provide tax preparation services for businesses of all sizes.
• Tax Services: Our team offers a wide range of tax services, including tax planning, tax problems, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plan, offer in compromise, bankruptcy, innocent spouse relief, and more.
• QuickBooks Services: We offer QuickBooks setup, training, QuickAnswers, QuickTune-up, and more to help businesses manage their finances effectively.

At Roger Dhillon, CPA, we are dedicated to providing exceptional financial solutions to individuals, small and large businesses, and non-profit organizations in Porterville and surrounding areas. Our team is committed to delivering professionalism, responsiveness, and quality in everything we do.