- Tax PlanningMr. Roland has an extensive background in financial management, including experience in the areas of accounting, auditing, tax planning and preparation, and investment management. He has more than 24 years experience in public accounting and 12 years in industry.
- Estate Taxes
- Tax ServicesAt the Roland, Fry & Warren accounting firm, our goal is to help you and your business succeed. We can provide audit and tax services, estate and trust planning, business valuations, and litigation support services towards the achieving of this goal.
- Income TaxMr. Roland started his career right out of college with a large international accounting firm, where he received extensive auditing experience. He also spent 9 years in the controller’s department of American General Corporation, a large Houston based insurance and financial services holding company. While at American General, he was responsible for the group’s consolidated financial statements, the consolidated federal income tax return, and the financial portion of the company’s filings with the Securities and Exchange Commission. Mr. Roland also spent 3 years as vice president and treasurer of a small insurance company where he was responsible for the financial management of the company as well as its investment portfolio.
- Investment ManagementMr. Roland is also a Certified Financial Plannerä practitioner and is general securities licensed and life insurance licensed. He consults with individuals regarding wealth management, retirement planning, estate planning, college funding, and investment management.
- Wealth Management
- Accounting ServicesLet Roland, Fry & Warren handle your accounting needs. We have the expertise and industry experience to cost effectively handle your accounting. We charge a flat monthly rate, and their are no hidden fees. Whether it’s P&L statements, bank reconciliations, or simply bookkeeping, we have you covered.
- Financial PlanningWe’ve seen time and time again clients who have come to us after dealing with financial advisers from one of the large financial planning firms. It’s easy to get caught up in their name brand, but what ends up happening is that you end up as just another number in their system.Â
- Retirement Planning
- College Funding