We value integrity. Our work is guaranteed against challenges by government tax authorities. In the unlikely event that a tax benefit we identify is disallowed, we will refund to our client any fees associated with the disallowed tax benefits.
We value knowledge and experience. Romo & Associates' services are built upon the expertise and experience of former insiders from the California Franchise Tax Board as well as former auditors from large national public accounting firms specializing in tax incentive programs.
We value service. The services we provide maximize tax benefits with minimal demand upon the resources of our clients. We do the work. Our clients reap benefits in real tax refunds and savings.
We value our clients. We serve business leaders in many industries including finance, agriculture, manufacturing, wholesale, retail, transportation, publishing, healthcare, food services, and others. Our clients range in size from large public corporations with multi-state operations to small local businesses. The diversity of our clientele brings great value to our firm.