Rogers Tax & Consulting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: retail, manufacturing (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Rogers Tax & Consulting | home page | |
| Website | https://www.rogerstaxcpa.com/ | home page | |
| Office locality | Waterloo, IA | /contact | |
| Offers bookkeeping | Documented: ...we are close to major routes and ready to help. For ongoing recordkeeping, see our bookkeeping services that keep ledgers accurate for filings and lender requests. Contact Us Tools... | home page | |
| Monthly bookkeeping | Documented: ...do well with quarterly updates, while retail and service firms often benefit from monthly reconciliations to keep cash flow visibility strong. Keep Your Books in Order Start with... | /bookkeeping-payroll | 8 pts (max 8) |
| Payroll coordination | Documented: ...a sale or buy in, reliable books support credible business valuation services later on. Payroll Support for Existing Clients Setups, Filings, and Practical Advice We provide... | /bookkeeping-payroll | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...How You Operate We record transactions, reconcile bank and card accounts, and prepare profit and loss statements and balance sheets. When banks request documentation, we can... | /bookkeeping-payroll | 6 pts (max 6) |
| Industries served (documented) | retail, manufacturing | /business-valuation | 5 pts (max 5) |
| Software supported | QuickBooks | /bookkeeping-payroll | 5 pts (max 5) |
| Local / remote model stated | Local | /estate-planning | 3 pts (max 3) |
| Named contact / team | Dave Rogers, CPA | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...keep ledgers accurate for filings and lender requests. Contact Us Tools That Save Time Client Portal, Online Payments, and Current Updates Use the client portal to upload tax... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Rogers Tax & Consulting' in Waterloo, IA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Phone; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Iowa Accountancy Examining Board license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Rogers Tax & Consulting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.