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Roger Dhillon CPA

Roger Dhillon CPA

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
Years of Practice
CPA License
In-person Support

Contact Information

Address

89 W Doris Ave

Porterville, California 93257

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday 10AM-2AM

Customer Reviews

I had the opportunity of working with Roger Dhilon for my 2024 tax preparation, and I was impressed with the service provided. From start to finish, he was professional, knowledgeable, and thorough. Roger took the time to explain every step of the process, ensuring I fully understood my tax situation and all available deductions.

Roger has been of much help ever since I started filing my taxes with him in 2021. He's very knowledgable and efficent. Always extending his expertise and guidance year over year.

Very professional and knowledgeable He set up my Corporation and set up all my accounts Thanks Roger Highly recommend Roger and his team

Roger has gone over and beyond for me and my wife. He is incredibly knowledgeable and looks out for our best interest. He is a great guy, he is smart, humble, friendly and has many years of experience. He gives excellent service and I recommend him to all my friends and family. Me and my wife will continue to work with Roger for our business and financial needs. We are truly grateful to have met Roger and have him as our CPA.

Roger helped me with late filling of taxes. He is really knowledgeable on taxes law and if you have any questions he takes his time to explain. Thank you Roger for all your help.

I have been working with Roger for a little over three years. He is a very knowledgeable, creative thinker and has excellent customer service. I highly recommend Roger to my clients, friends, and family! Keep up the great work, Roger!

We have been using Roger Dhillon CPA for past three years for our business. He provides us the best services. He checks on us all year long to see if we need any assistance with our business. He is friendly and you can address any issues you have easily.

Roger took care of all my tax needs. He also setup my corporation for my business. He runs a great business. Thanks for all your help Roger.

Roger Dhillon, CPA is a trusted partner to my mortgage business. I have referred clients and will continue to refer my clients given his excellent track record, customer service, and experience. Roger Dhillon has helped a few of my clients close on their home loans when their regular CPA/Tax Professional would not/could not help. If he would do that for a non client, you can imagine what he would do for his own clients.

Best CPA I've worked with for my Corporation and personal businesses in my 20 plus years. He is cutting edge and has the capability that has helped me in all facites of business and personal sides of success. He gave me the great attention to our needs in reaching the next level. His reputation was lived up to my expectations.

Being this is the first time having and dealings with a CPA I was a little nervous. Once meeting Mr Dhillon i put at ease with his friendliness. Gettining into my taxes, Mr Dhillon, was very knowledgeable and professional. He is also very responsive to my calls and questions. I would recommend Mr Dhillon to anyone who may need help with your taxes whether your an individual like myself or a bussines.

Roger is the best CPA in our area always confident going into tax season knowing I have him on my side I wish I could give him 10 starts

Excellent service. He helps with more than just taxes but truly inspires you in whatever financial needs you are looking for. Great attitude, knowledgeable, and has plenty experience!

We are very grateful to be have put in contact with Roger Dhillon. He is very knowledgeable and accommodating.

Excellent service! Went last year for small business and income tax preparation and will be going back this year!

Rodger never fails at solving a tax problem. Thanks Rodger for your great service.

First time going to Roger and I will be going back to him for my taxes next year.

Very professional and friendly CPA. He was very helpful and knowledgeable.

Great advice and planning for business structure and financial planning.

Best Tax professional i have worked with

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.