Tailored services and strategies built around your unique goals and circumstances
Your trusted tax advisors & CPAs
Concierge CPA Services
Personalized. Proactive. Beyond the Basics.
Rood & Dinis provides personalized, proactive financial services that go beyond traditional
accounting and tax preparation.
Who we are and what we offer
PERSONALIZED SERVICES
PROACTIVE APPROACH
Year-round proacive planning designed to navigate your financial landscape
RELATIONSHIP FOCUSED
A trusted partner who anticipates challenges and uncovers opportunities before the arise, clear and jargon-free so you always know where you stand
STRATEGIC GUIDANCE
Services that extend beyond bookkeeping and tax returns. We offer forward-thinking advice on tax optimization, cash-flow management, investments and growth
Who We Serve
MISSION STATEMENT
We help our clients create capacity and operate at their fullest potential through financial organization, active involvement and expert advice.
65
years of combined CPA experience
100
active private businesses
85
active non-profits
