Biography

Roger is the regional managing partner for the Southern California/Phoenix region and the partner in charge of the firm’s Orange County office. Roger has been in public accounting since 1985, providing tax compliance and consulting services to a wide variety of clients, including private companies and high net worth individuals. Specifically, he consults on areas such as tax structuring, entity formation and liquidation, buy-sell transactions, and tax planning to evaluate clients' personal and business opportunities and help them improve finances, reduce taxes and risks, and strategically plan for the future.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, accounting
  • MST, Golden Gate University

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.