Business Details
29 Years
experience
Trusted Audit & Tax Services in San Diego
West Rhode & Roberts (WRR) has been a trusted provider of quality audit and tax services to California businesses, nonprofits, and private schools since 1997. Our commitment to integrity, inclusiveness, and opportunity drives our personalized approach, ensuring the highest level of trust, value, and expertise for every client. Our partners and managers are directly involved in every engagement, providing a personalized experience with strong ethics and diverse backgrounds. We work closely with clients to create customized audit and tax plans, leveraging innovative technologies to address organizational risks efficiently. With over 40 years of combined experience, our leadership team specializes in nonprofit audits, private business tax planning, and advisory services tailored to the Western United States.We pride ourselves on being responsive, accessible, and efficient, offering strategic solutions that align with evolving regulatory requirements. Our clients rely on us for financial statement assurance, compliance audits, and tax strategies that minimize liability while maximizing cash flow. We serve a diverse range of industries, including biotech, real estate, education, and social service agencies, ensuring compliance and transparency. Our hands-on approach and deep understanding of local market conditions enable us to deliver measurable value to organizations of all sizes. Whether supporting startups, family-owned businesses, or established nonprofits, we prioritize long-term success through tailored financial guidance.
Services
Nonprofit Audits
Private Business Tax
Employee Benefit Plans
Advisory Services
Financial Statement Reviews
Succession Planning
R&D Tax Credits
Real Estate Audits
Startup Consulting
IRS Compliance Audits
Details
- Year established: 1997
Highlights and features
- We have over 40 years of experience serving nonprofits and private businesses.
- Our partners directly oversee every engagement for personalized service.
- We specialize in industry-specific solutions for education and biotech sectors.
- We leverage innovative technology for efficient compliance and risk management.
- Our team provides strategic tax planning to minimize liability and maximize growth.
Services
Nonprofit Audits
We conduct comprehensive audits for tax-exempt organizations, ensuring compliance with IRS regulations and federal guidelines. Our services include financial statement reviews, single audits under OMB Uniform Guidance, and IRS reporting assurance. Clients benefit from tailored solutions that enhance transparency and support mission-driven goals for museums, private foundations, and social service agencies.
Private Business Tax
Our tax planning services help privately held businesses minimize liability while maximizing cash flow. We specialize in S-corporations, C-corporations, and LLCs, offering strategic guidance on compliance, mergers, and acquisitions. Clients receive personalized strategies aligned with evolving tax codes to ensure long-term financial stability and growth.
Employee Benefit Plans
We audit 401(k), 403(b), and profit-sharing plans to ensure compliance with ERISA regulations. Our services include fiduciary responsibility reviews and reporting for plans with over 100 participants. Clients gain confidence in their benefit structures while mitigating risks associated with noncompliance.
Advisory Services
Our advisory team provides strategic guidance on internal controls, transactional support, and organizational structure. We help clients implement best practices for governance, risk management, and financial planning. Services include software selection, due diligence, and succession planning tailored to family-owned businesses and startups.
Financial Statement Reviews
We offer reviewed and compiled financial statements to meet regulatory and lending requirements. Our reviews ensure accuracy for bank financing, investor reporting, and contract applications. Clients receive actionable insights to improve financial decision-making and operational efficiency.
People
Cheryl M. Rhode
Founding Shareholder
Cheryl M. Rhode, CPA, leads WRRs strategies for nonprofits and private education. With over 25 years in public accounting, she specializes in audit services for tax-exempt organizations and employee benefit plans.
Christopher M. Roberts
Founding Shareholder
Christopher M. Roberts, CPA, directs WRRs technology integration for audit and tax services. With 30+ years of experience, he focuses on innovation and efficiency in client engagements across industries.
Questions
What services does West Rhode & Roberts offer?
We provide audit, tax, and advisory services for nonprofits, private businesses, and family-owned companies, including compliance reviews, tax planning, and strategic consulting.
Which industries do you specialize in?
We focus on nonprofits, private schools, biotech, real estate, and employee benefit plans, offering tailored solutions for each sector’s regulatory needs.
How long has WRR been in business?
West Rhode & Roberts has served clients since 1997, with over 40 years of combined experience from our founding partners.
Do you serve clients outside California?
Yes, we work with organizations across the Western United States, providing audit and tax expertise for diverse industries.
What sets WRR apart from other firms?
Our hands-on approach, industry specialization, and use of innovative technology ensure personalized service and actionable financial strategies.
How do you handle nonprofit tax compliance?
We specialize in IRS Form 990 preparation, single audits, and grant compliance reviews to ensure transparency and regulatory adherence for tax-exempt organizations.
