We have been honored to work with Benton Roberson for over 25 years. From helping us with our accounting needs when we began our construction business to the many years of personal and corporate taxes, we have always been treated with incredible professionalism and kindness. The entire office staff is knowledgeable and friendly. Without hesitation, we recommend Benton Roberson for personal and business accounting needs.

Robert & Erika Caldera
Robert Caldera Construction Inc.
Sonora, CA

Ron, your review and report was timely and very impressive. You reviewed the bank statements to find the details above and beyond our expectations and made it understandable for us. We are very pleased with the service you, and your team provides our family- outstanding!!
Sincerely and thank you, The Botto Family

Michael Botto
The Botto Family
Sonora, CA

Benton Roberson CPA's have been a great partner in our business. They take the time to understand our goals and priorities and have done an amazing job at helping us develop strategies to reach those goals

Brian Fischer
Reef Transport, Sonora Fly Co.
Sonora, CA

Bob Hoyt and Benton Roberson CPA's have been a great partner for our family business. Helping us to plan ahead to form a business and generational plan. If you need a CPA, they are local and the ones you can count on.

Jeff Kerns
Yosemite Title Company
Sonora, CA

Michelle and her team have been a blessing to our company. Not simply treated as a client, but rather as a friend, we have felt Michelle act as a partner to our company with the shared goal of growing and protecting our business. Her team is knowledgeable, professional, and approachable. They have exceeded our expectations, and the confidence and respect we have for them is immeasurable.

Adam Suess
Suess Insurance Services
Sonora, CA

Testimonials

Advisory

Business Advising & Planning

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.

Income Strategies

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We will help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly by helping you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. With our help and guidance, you will always be on top of your finances and ready for the future.

Succession Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Fringe Benefit Planning

Choosing and administering benefit plans for your employees is often a complex process. Benton Roberson CPA's, LLP can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.

Social Security Planning

We will help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.