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Our story

Roseville's trusted CPA —
now with the resources
to do even more.

Roseville Tax Pro carries forward decades of local expertise — paired with the platform, technology, and advisory network of Taxes Served Corp. The same community. A stronger team.

The firm

Built in Roseville.
Built for Roseville.

Roseville Tax Pro is rooted in a practice that has served the Sacramento area since the early 1990s — built one client relationship at a time, across industries from construction and real estate to healthcare and professional services.

The firm's foundation is simple: every client deserves a CPA who knows their name, understands their business, and is reachable when it matters. Not just during tax season. Not just by email. A real advisor with real context — who remembers last year's conversation and plans for next year's opportunity.

Today, that same practice operates as Roseville Tax Pro — a subsidiary of Taxes Served Corp — bringing expanded capabilities in CFO advisory, technology-enabled filing, and national tax strategy to clients who have trusted this office for decades, and to businesses discovering it for the first time.

25+
Years in the Sacramento area
5.0
Google rating from local clients
Since 1997
Client relationships going back to when the firm first opened — still active today.
"I have been working with this firm since 1997 when we first started the business. Professional, prompt, trustworthy. I look forward to continuing to work with them."
— Sacramento area client, 25+ year relationship
Industries we serve
Construction · Real estate · Healthcare · Professional services · Retail · Nonprofits · Restaurants · Technology
The team

The people behind
your numbers.

Credentialed professionals who take your financial life seriously — and are reachable year-round, not just at filing time.

Senior CPA Advisor
Founding · Tax Strategy · Advisory

Our lead advisor has served Sacramento-area individuals and businesses since the early 1990s — building one of Roseville's most trusted CPA practices through deep client relationships and consistent expert guidance. Over three decades of hands-on experience in tax planning, business advisory, and financial strategy across construction, real estate, healthcare, and professional services.

  • California-licensed Certified Public Accountant
  • 30+ years of Sacramento metro practice
  • AICPA member in good standing
  • Real estate, construction & healthcare specialist
Specialties
Tax planningReal estateBusiness advisory
Taxes Served Corp
Advisory Network · National Platform

Behind every Roseville Tax Pro engagement is the full Taxes Served Corp advisory network — CPAs, Enrolled Agents, and CFO advisors operating nationally. When a client's situation calls for deeper bench strength — a complex acquisition, multi-state filing, or fractional CFO engagement — that expertise is available without switching firms.

  • National team of CPAs and Enrolled Agents
  • Fractional CFO advisory across industries
  • Mobile-first secure client filing platform
  • Featured: NBC News, Yahoo Finance, Business Insider
Platform capabilities
Mobile filingClient portalCFO advisory
Enrolled Agent Staff
IRS Representation · Tax Compliance

Our Enrolled Agents hold the highest credential awarded by the IRS and are authorized to represent clients in all tax matters — audits, appeals, collections, and correspondence. When the IRS is involved, you want a licensed professional in your corner, not a software company's help line.

  • Federally licensed by the IRS
  • Unlimited practice rights before the IRS
  • Audit defense and correspondence handled
  • Annual continuing education requirements
Handles
IRS auditsAppealsCollections
Our parent company

The infrastructure of a
national firm.

Roseville Tax Pro is a subsidiary of Taxes Served Corp — a nationally recognized financial services platform featured in NBC News, Yahoo Finance, and Business Insider. The relationship means our Roseville clients access technology, advisory depth, and service capabilities typically reserved for much larger firms.

  • Secure mobile document upload — file from your phone in minutes
  • Dedicated client portal for prior-year returns and secure file sharing
  • Fractional CFO advisory for growth-stage and acquisition-track businesses
  • National EA and CPA network for complex multi-state engagements
  • AI-powered tax analysis tools for savings identification
As seen in
NBC News · Yahoo Finance · Business Insider
Taxes Served Corp recognized nationally for accessible, technology-forward tax services.
The local–national model
Your primary relationship is with your Roseville advisor. The national platform and network activate when your situation calls for it — seamlessly, without switching firms.
One firm. Full stack.
Tax prep · Tax planning · Bookkeeping · Payroll · CFO advisory. One client file. One team. No gaps between your bookkeeper and your CPA.
How we work

Four things we never
negotiate on.

We pick up the phone
Questions don't wait for April. Neither do we. Your advisor is reachable between filings — by phone, email, or in person at our Eureka Road office.
Transparency on fees
You'll know what a service costs before we start. No surprise invoices at year-end. No catch-up fees because we didn't communicate clearly.
Strategy before filing
Filing is the last step. Planning is the work. We're most valuable when engaged before year-end — not after the decisions have already been made.
Every return reviewed
No return leaves this office without a credentialed professional reviewing it. CPA or Enrolled Agent. Every time. No exceptions.
Credentials & standards

Licensed. Insured.
Accountable.

California-licensed CPA
Licensed by the California Board of Accountancy. Regulated, renewed, and in good standing.
IRS Enrolled Agents
Federally licensed practitioners with unlimited IRS representation rights on staff.
E&O insured
Errors and omissions insurance on every engagement. You're protected if something goes wrong.
AICPA member firm
Adherence to AICPA professional standards on all client engagements.
Secure client portal
Bank-grade encrypted file sharing and document storage via the Taxes Served platform.
Physical Roseville office
1504 Eureka Rd, Suite 325. In-person appointments available — not just a contact form.

Ready to work with a firm
that stays in your corner?

Book a free 30-minute consultation. We'll learn your situation, explain what we'd do differently,
and give you a clear picture of what working together looks like.

Book free consultation Explore our services

(916) 426-7556 · 1504 Eureka Rd, Suite 325, Roseville CA · roseville.taxesserved.com