Tax efficiency is a complex and ever-moving target.

Our internal team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money. We believe in making tax-aware decisions — because the only number that matters is “net of taxes.”

The composition of each client’s tax plan is unique — because everyone is different.

We believe the best way to approach taxes is proactively

Our goal is to help you identify and maximize every tax advantage allowed by law.

Multi-year tax strategy

Planning with an eye for the future

Integrated tax planning

Quantifying tax consequences of every decision

Year-round tax guidance

Because April 15th is too late

Let WealthSource guide your tax planning

1277 E. Grand Ave, Suite B Arroyo Grande, CA 93420

805-473-1040 Meet Your Advisor

Daniel is the sole shareholder of the accounting firm Rohr & Associates. He joined Vellum Financial, one of two firms that merged to form WealthSource Partners, in 2014 and now offers clients the full spectrum of financial services as an Independent Wealth Advisor of WealthSource.

Daniel received his Bachelor of Science degree in Business Administration with a concentration in Accounting from the California Polytechnic University in San Luis Obispo and is pursuing a Masters in Taxation from Golden Gate University. He is a California Certified Public Accountant, Personal Financial Specialist, and Enrolled Agent.

Daniel’s accounting and tax knowledge offers an advantage to his clients when advising on financial matters. His CPA designation and Enrolled Agent license affords him the unique ability to offer tax advice in connection with a client’s full financial plan.

Daniel is married and has two young children. When out of the office he enjoys spending time with family and friends.

Tax planning, advisory and compliance; bookkeeping; and tax return preparation and filing services offered through Rohr & Associates, Inc. (California CPA Corporation License # 6966) and/or Daniel Rohr (California CPA License # 116268) in his individual capacity as a licensed CPA. WealthSource is not an accounting firm and Rohr & Associates, Inc. and WealthSource are independent and unaffiliated entities.

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DANIEL ROHR

All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit.  The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”).  Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource.  Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource.  WealthSource is not a law firm and does not provide legal advice.  You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.