• Save Money - We save our clients money with tax planning, with ideas for accomplishing goals in the best ways, and by evaluating options.
  
  
• Plan for the Future - We help our clients with long-range tax planning.
  
  
• Achieve Peace-of-Mind -  Our clients know that their tax returns are done professionally and well, that their goals are attainable and that they have help as close as the phone (or modem) when they need it.
  
  
• Solve Problems - We help our clients with almost any tax problem they have - whether it's buying or selling a business, a car, a home, or investments. We can provide advice before the transaction closes. 

Tax Return Preparation

We can prepare tax returns for individuals and businesses including Federal, California, and other state returns. We have expertise in individual, partnership, LLC and corporate taxation.

Tax Planning

We can reduce the bite of taxes if we plan! By taking advantage of Rowling, Dold & Associates' tax planning services, your business can save money! Tax planning opportunities include:

• Year-end planning to develop strategies for lowering taxes
• Structuring transactions to save money and taxes
• Taking advantage of tax law changes as they occur
• Structuring quarterly estimated tax payments

RDA does not offer financial planning or investment advisory services via the Internet. The purpose of the Internet web page of RDA is to disseminate general information regarding the Advisor and the associated persons of the Advisor, and to provide an alternative means for a prospective client to obtain more information regarding the firm`s services.

Advice can only be rendered after the following conditions are met:

1. An Investment Advisor or IA representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or if they are excluded or exempted from the state`s investment advisor or IA representative requirements.
2. Follow-up, individualized responses to consumers in a particular state by an investment advisor or IA representative involving either the effecting of, or attempting to effect, transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state`s investment advisor or IA representative requirements, or pursuant to an applicable state exemption or exclusion.
3. For information concerning the licensure status or disciplinary history of an investment advisor or IA representative, a consumer should contact his or her State Securities law administrator.
4. Delivery of a disclosure statement by Advisor to a prospective client.
5. Execution of an Engagement letter between Rowling, Dold & Associates LLP and the client and receipt of the financial planning fee retainer or the investment advisory fee by Rowling, Dold & Associates LLP.

Please note that the recognition of Rowling, Dold "&" Associates LLP and/or Sheryl L. Rowling (collectively or individually referred to as "the firm") should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage or continue to engage the firm's services nor should it be construed as a current or past endorsement of the firm by any of its clients.  Lists or rankings published by magazines and other sources are generally based exclusively on information prepared and submitted by the recognized adviser.

Rowling, Dold & Associates LLP
In Mission Valley at 8889 Rio San Diego Drive, Suite 202 • San Diego, CA 92108
619-294-4800 • 888-294-4890 • Fax: 619-294-9314
Email your questions to cpas@rowling.com