Whether you need straightforward accounting, a thorough business valuation, or complete tax services, you can depend on us to deliver results that are accurate, impartial, and on time. Roger Dhillon, CPA offers personalized attention and proactive strategies to help you reach your personal and business goals.
Our mission as trusted advisors is to be available, to provide insight, and to enable you to make informed financial decisions. 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. We are conveniently located on W Doris Avenue just off North Main Street with easy access from downtown Porterville, Lindsay, Terra Bella, and Strathmore.
Services
We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them! Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Finding the right financial professional who possesses the skill necessary to guide you in a personable, compassionate manner can be a daunting, time-consuming task. At our Porterville firm, it is our founder and experienced CPA, Roger Dhillon's mission to help individuals and business owners adopt proactive strategies while making informed, educated decisions to transform their dreams of financial success into achievable realities.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
Reviews (3)
Alex B.
Feb 26, 2021
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Joe L.
Jan 12, 2021
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I just recently engaged Mr. Dhillon to help with my situation with the IRS. We are in the pre stages so I have nothing to add at this time other than he seems very professional and has made me comfortable with my situation. Hopefully, things will turn in my favor with the IRS and at that time I can post a more favorable opinion.
Azad C.
Feb 27, 2019
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