Business Details
Your Trusted Partner for Accounting and Audit Solutions
Rojas & Associates CPAs is a seasoned CPA firm with over six decades of experience delivering comprehensive accounting, audit, and tax services. Our team of certified professionals specializes in audits, reviews, compilations, and strategic financial planning for businesses, nonprofits, and individuals. As AICPA-certified peer reviewers, we provide quality, timeliness, and competitive pricing while maintaining personalized attention to meet client needs. Our expertise spans corporate audits, 401(k) audits, nonprofit audits, and tax compliance, with a focus on regulatory representation and financial clarity.With offices in Sacramento, Los Angeles, and Newport Beach, we serve local and national clients, combining the resources of a large firm with the agility of a boutique practice. Our commitment to year-round financial monitoring ensures proactive solutions, and our staff includes industry-recognized experts with decades of experience in tax, audit, and advisory services. We pride ourselves on transparency, client-centric service, and a track record of excellence in complex financial matters.
Services
Audits
Tax Preparation
Financial Statements
Cash Flow Analysis
401(k) Audits
Highlights and features
- We have over 60 years of experience in accounting and audit services.
- Our team includes AICPA-certified peer reviewers with national expertise.
- We provide personalized attention with a focus on year-round financial monitoring.
- We specialize in complex audits, including 401(k) and nonprofit audits.
- Our staff includes former national firm professionals with specialized tax expertise.
Associations and certifications
- AICPA Certified Peer Reviewers
Services
Audits
Our audits ensure financial accuracy and compliance for businesses, nonprofits, and government entities. We conduct GAAP-compliant audits, including Yellow Book, Single Audits, and OMB 1-33 audits. Our team provides clear, actionable insights to enhance financial transparency and meet regulatory requirements.
Tax Preparation
We offer comprehensive tax planning and preparation for individuals, corporations, trusts, and LLCs. Our services include federal and state tax filings, audit representation, and strategic tax strategies to minimize liabilities and maximize growth opportunities.
401(k) Audits
Specializing in ERISA-compliant 401(k) audits, we ensure compliance with IRS Form 5500 requirements. Our team verifies participant eligibility, asset valuation, and timely contributions to safeguard retirement plans and avoid regulatory penalties.
Financial Statements
We prepare GAAP-compliant financial statements for banks, investors, and regulatory bodies. Our services include consolidated financial statements, reviewed financial reports, and customized managerial reports to support informed business decisions.
Cash Flow Analysis
Our cash flow and budgeting analysis helps businesses optimize liquidity, reduce costs, and improve financial planning. We develop tailored strategies to align cash management with organizational goals, ensuring long-term financial stability.
People
Bob Rojas
Owner
Bob Rojas leads Rojas & Associates CPAs with 40 years of experience in accounting, audit, and tax. A former national firm audit manager, he specializes in nonprofit audits, tax planning, and regulatory compliance. He holds a Master's in Taxation and serves on a nonprofit board.
Brian Newton
Senior Audit Manager
Brian Newton oversees audit operations with 25 years of experience. A KPMG-trained CPA, he specializes in real estate audits and Sarbanes-Oxley compliance. He previously managed financial planning for a public restaurant chain and mentors audit teams.
J. Michael Pusey
National Tax Director
Mike Pusey directs tax services with expertise in federal and state taxation. A former IRS National Office consultant, he has authored tax publications and advised on complex tax planning, including charitable trusts and corporate restructuring.
Laura Lindal
Audit Manager
Laura Lindal specializes in nonprofit and government audits. She consults on audit efficiency and quality control, ensuring compliance with Uniform Grant Guidance and HUD standards. She has over 20 years of public accounting experience.
Timothy P. Simas
Accounting Manager
Tim Simas manages audits and tax services for real estate and construction clients. A CPA since 1985, he focuses on depreciation strategies, cost segregation, and ERISA tax compliance with 40 years of industry experience.
Questions
What accounting services do you offer?
We provide audits, reviews, tax preparation, financial statements, and cash flow analysis for businesses, nonprofits, and individuals.
Do you specialize in nonprofit audits?
Yes, we are experts in nonprofit audits, Single Audits, and OMB-compliant audits with decades of experience.
Are you available for national clients?
Yes, we serve clients nationwide through office locations in Sacramento, Los Angeles, and Newport Beach.
What is a 401(k) audit?
A 401(k) audit ensures compliance with ERISA regulations, verifying participant eligibility, asset valuation, and timely contributions for retirement plans.
How do you handle tax compliance?
We offer full-spectrum tax services, including filings, audit representation, and strategic planning to ensure compliance and minimize liabilities.
