What We Do
Contact Us
Main Office Location
555 Main Street
Ste 220
Chico, CA 95928
Phone: 530-895-3163
Fax: 530-895-0630
Ste 220
Chico, CA 95928
Phone: 530-895-3163
Fax: 530-895-0630
Estate & Trust Planning
At Jerrald L. Roster & Company, a Chico CPA firm, we believe that the first step in developing an estate plan is listening. Listening develops trust and helps us get to know you and your goals for the future. For planning and guidance built around your particular needs, you can count on Jerrald L. Roster & Company. We listen to you, then recommend strategies for developing a plan that meets your needs.
Our estate and trust services include:
- Estate planning
- Business succession planning
- Valuation services
- Planned giving programs
- Life insurance analysis (adequacy & structure)
- Retirement planning
- Estate and trust tax planning and compliance
- Estate and trust administration
Contact Us for an FREE Initial Consultation
Send us an e-mail or call us today at 530-895-3163 and ask for Jerry Roster, CPA, ABV, MS-Taxation to discuss your business needs with an experienced Chico CPA (accountant).
Copyright - 2013 - Jerrald L. Roster & Company - All rights reserved.
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Jerrald L. Roster & Company is a Chico CPA firm that provides a wide variety of accounting, tax and financial management services. Our clients are located in towns like Chico, Yuba City, Paradise, Red Bluff, Oroville, Marysville, Magalia, Orland, Biggs, Gridley, Los Molinos, and more. We service clients in Butte County, Glenn County and Tehama County.