Sheri M. Rojo, CPA

Tax Preparation, Bookkeeping and Business Consulting

ABOUT US

We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
 
We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, QuickBooks® setup, support and training, Business startup services, Monthly bookkeeping, Financial statements – making sure your financial records are timely and accurate.
 
Our continual investment of time and resources in professional continuing education, is indicative of our commitment to excellence.

 

AREAS OF EXPERTISE

Tax Preparation

Sheri M. Rojo, CPA has been preparing business and personal tax returns since 1992. Tax laws are complicated and chances are you will most likely benefit from the help of a tax professional. We serve individuals, sole proprietors, corporations, partnerships, trusts and estates. We work hard to minimize your liabilities and maximize your refund.

Bookkeeping

You do what you’re good at – and we will handle your bookkeeping! Here in our office, we will record, organize and track the financial transactions of your business operations. We will summarize this data into reports that show how your business is doing.

Business Consulting

You are in business because you love what you do- and you work hard doing it! We work with you to help identify goals and develop a plan to achieve them. We measure our value by the individual and business achievements of our customers. 

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PROFESSIONAL SERVICE

Sheri Rojo, CPA can offer a full range of accounting services, while giving you the individual attention that you need.

YEARS OF EXPERIENCE

Sheri Rojo, CPA has decades of experience preparing tax returns, providing bookkeeping and consulting services as well as working with the IRS, state and local governments to resolve compliance issues.

SERVING YOUR BUSINESS

Sheri Rojo, CPA provides support in all areas of business consulting. Let our team guide you with a financial strategy that leads to business growth and success.

Our Staff

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Sheri M. Rojo, CPA

Certified Public Accountant

Sheri Rojo is a Certified Public Accountant. Since 1992, Sheri has enjoyed preparing individual and business tax returns. She provides management and oversight of all organization aspects, from operations to financial reporting and management. Sheri enjoyed teaching at a local community college. When she’s not at the office, Sheri might be found traveling, ballroom dancing, playing softball or spending time with her kids and grandkids.

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Tiana Sandoval

Senior Accountant

Tiana is an accountant who prepares tax returns and assists with bookkeeping. She brings her meticulousness to every task. Tiana enjoys the continuous learning that comes with her role, staying up to date with the latest trends and regulations in the accounting world. She is a valuable member of our team, ensuring that our clients’ financial records are accurate and organized.

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Madeline Cain

Bookkeeper

Madeline Cain is a highly experienced and professional bookkeeper with a passion for accuracy and attention to detail. With years of bookkeeping experience under her belt, Madeline ensures that your financial records are kept timely and accurate. Apart from her dedication to her work, Madeline also cherishes spending quality time with her children. Trust Madeline to handle your bookkeeping needs with utmost care and professionalism.

TESTIMONIALS

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Sandy Daum, Chief Financial Officer

Kui Co., Inc.

“Sheri has been servicing all of our external CPA needs for over ten years. She has prepared income, property and sales tax returns for our company and has successfully represented us during audits. We value her input as a trusted “business partner” and look forward to a continued relationship.”

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Yvonne Redmon, Principal

The Redmon Group

“Sheri is a knowledgeable and trusted CPA who has a gift for quickly understanding complex accounting issues and recommending timely and effective solutions to save money and provide value. Basin Creek Consulting is the first place I turn to when I need high level financial management.”

Contact Us

951-849-5788

info@calcpatax.com

3090 W. Ramsey St

Banning, CA 92220