Our nonprofit medical clinic contracted with Rodney Roque CPA APC to perform its annual financial statement audit for board and bylaws compliance purposes. Rodney’s audit firm has made the process seamless and understandable. We have gone through financial statement audits in the past and Rodney has provided us a greater understanding of the different components and requirements. He was very transparent with his inquiries and observations when he tested controls and the balances of our financial statements and reconciliations. He answered all of our questions and we’ve provided everything he needed to complete the audit. The board and the officers were pleased with the final product Rodney delivered and recommend him for audit and assurance services.
-Paul Yang, CFO, Greater Fresno Health Organization

When my mother passed away, I became the trustee of her trust, as well as my brother’s disability trust. When I was ready to close out my mother’s trust, I needed to file a final tax return for the trust as well as my and my husband’s joint tax filing. I had no idea how to do that. I saw a post on a neighborhood application in which Rodney had stated that he was a CPA and completed tax returns at affordable prices. I reached out to him to inquire if he had knowledge about filing for trust accounts. I was extremely happy that he had trust experience and was available to help. He consulted me on the compliance requirements for my mother’s trust and my brother’s disability trust. Did I mention it was within a couple weeks of the filing deadline? He assured me that he would have no problem filing my return on time and he didn’t. Our personal return was filed in just a couple of days. The trust returns took a little bit longer, but were filed before the deadline, along with all the necessary K-1s and schedules. He was very thorough and has exceptional attention to detail. He was very responsive and in constant communication with me. I am so pleased with his customer service and professionalism, I will definitely have my tax needs met by Rodney Roque’s company!
-Margaret Lee Orona, Successor Co-Trustee

Rodney Roque CPA APC has been an amazing firm to provide a wide variety of accounting services for my business group along with my personal matters. My business group contains several entities in a wide various of industries and various ownership structures. Rodney has been able to file all of the current and delinquent tax returns with the IRS and FTB. He has been able to clean up all of the entity’s financial statements with ease and give me peace of mind. I now have records to furnish to banks for loans and to bid on large scale projects. On top of these services, he also consults me and my team about the financial health of the entities and the tax outlook for each. He ensures we are in compliance with agencies and consults us on ways the entities can improve their financial health. On the shareholder level, he ensures all of my revenue streams are recorded on the personal tax return and finds ways we can take advantage of any tax benefits. His firm is top notch for both personal and entity level accounting services. He’s very thorough but delivers very quickly, and is very accommodating with my busy schedule.
-Michael McKinney, Group CEO, Shareholder, Various Entities MMB Business Group

As the co-founder of a young startup, my co-founder and I were confronted with the daunting task of establishing and incorporating a business. Having no prior knowledge of the steps required to incorporate a business, Rodney Roque’s firm was extremely helpful in guiding us every step of the way. From day one, Rodney has helped us by always being available to answer any questions that we have had, being organized and prepared with all business and financial documents, and planning financial strategies to maximize the tax deductions and advantages available. We wanted to incorporate in the state of Delaware, while temporarily operating out of Riverside, California to utilize future state tax benefits. Rodney set up a detailed plan, assisted our corporation in the formation of documents on the federal level, California level, and Delaware level and prepared tax returns for compliance on 3 levels. This gave us the freedom of mind that the financial and accounting aspect of our business were taken care of, allowing my co-founder and I to focus on other crucial aspects of starting our business. He has guided us in payroll tax filings, reconciliations, tax deposits for the federal and state level, as well as other basic financial and tax functions. We highly recommend Rodney Roque CPA APC for your company’s tax and accounting needs!
-Kevin Ortega, Chairman, A-Z Technological Laboratories, Inc

Rodney has been the CPA for our nonprofit ministry and has provided excellent service. He ensures all of our necessary tax filings are prepared and filed on time with the different tax agencies. Our management team is extremely busy with events all over the country so we rely on Rodney to ensure our financials are up to date so we can analyze them and make decisions for the future. The ministry’s financials are presented at our board meetings and Rodney does a great job in informing the board on the financial health and performance of the ministry as well as letting us know if we are in line with the budget so we could make necessary adjustments. Rodney always finds time to accommodate our busy schedule and he’s always helped us understand the financials of the ministry and we are able to forecast for the upcoming months. We highly recommend him.
-Carmen Guevara, Executive Director, Morning Light Ministries

Our nonprofit has had excellent service from Rodney for years now, even before his firm incorporated. He has provided tax compliance services with all the necessary agencies and ensures we are always filed on time. Rodney’s firm has also started providing financial statement assurance services so we can ensure we are in compliance with our funding agency. Any correspondences we receive for tax or finance, we have Rodney analyze and he advises our board if we are in compliance. It’s always been a pleasure working with him. He really demonstrates his nonprofit experience whenever he provides services for us. He’s very transparent and fair in all of our financial and tax accounting matters. Highly recommended.
-Manuel Cotta, Manager, Cotta Brown Group Home

After my wife and I moved to Fresno from Los Angeles, we didn’t have much luck during our first year finding a good CPA. Luckily, a friend recommended Mr. Rodney Roque and he’s been preparing our joint income tax return for many years now. Rodney was able to handle our complicated tax return with ease even though I have multiple foreign retirement accounts. He reported the taxable effects of the foreign retirement accounts correctly and even advised us on how much our annual distributions should be. Rodney is very reliable and able to meet with clients as needed even at short notice to answer questions and/or concerns. I highly recommend his firm because they are excellent at what they do.
-Ponciano Feliciano, Retired Architect

Rodney has been doing my taxes for couple years now and I have no regrets transitioning to a new accountant. Although I live in San Francisco, Rodney provides year long consulting services for me. His tax prep is done remotely and my taxes are always calculated correctly and filed on time. He optimizes my tax liability with appropriate write offs. I’m a nurse with an extremely busy work schedule. I’m glad I have a CPA that accommodates my schedule who I can count on for consulting and compliance. I can always count on Rodney and it’s truly hassle free working with him.
-Marijoy Angeles, BSN, RN, PHN, CEN

I’ve known Rodney for a few years now. I live and work in Sacramento, yet he’s able to prepare my taxes remotely and on time! He asks questions to understand your whole situation and gives you a straight and honest answer/resolution. This is why I chose Rodney to be my CPA. I trust him, he has excellent work ethics and he’s easy to work with! I am very pleased with my return as well. I’ve received a higher refund with him as my tax person than anyone in the past. He has also worked on several of my family members’ and colleagues’ tax returns as well. If you’re looking for the best I can attest to you Rodney is the person.
-Karen Lor, Government Employee

More business and individual testimonials are currently being drafted. Check back later!