About Integrated CPA Group LLP
Integrated CPA Group LLP was born out of a desire to provide holistic tax planning, bookkeeping/payroll, and tax return filing services to small businesses, non-profits, and families/individuals. Our seasoned team of professionals has a combined experience of over 80 years in the tax realm.
Our dedicated staff, Rosa Najar and Meta Recendez, work tirelessly on behalf of our clients to assure that all tax-related items are prepared accurately and timely. Combined they have nearly 20 years in the tax preparation and bookkeeping/payroll arenas.
Learn More about Integrated CPA Group LLP
For quality, solution-driven accounting services, call us at 559-261-9150 now or request a consultation to get started.
Rodney Roque, CPA
Rodney Roque has been a tax professional since graduating from the Craig School of Business at California State University, Fresno in 2009. He obtained his CPA license in 2013 and has spent over a decade in both public and private accounting. His areas of focus include high net worth, real estate entities, tech startups, healthcare, and non-profits. He provides services focused on tax returns and financial statements, as well as other consulting services.
Jonathan Holt, CFP
Jonathan has served in a variety of capacities in the financial services industry since 2013. Since 2013, Jonathan has heavily focused on advising and guiding his clients through tax optimization strategies. He completed his CERTIFIED FINANCIAL PLANNER™ certification in 2018 and has a BA degree from California State University Fresno. He spends a significant portion of his time consulting physicians and business owners on proactive tax planning strategies. In 2022, Jonathan successfully completed his real estate licensing. Jonathan is a Board member of the Financial Planning Association (FPA) of Central California and an associate member of the CalCPA Fresno Chapter.
Christopher Fide, MBA
Christopher Fide is a financial planner who focuses a significant portion of his time helping business owners and individuals optimize their tax planning. He obtained his BA from Rice University in 1998 and his MBA from the Darden Graduate School of Business at the University of Virginia in 2002. He has spent his nearly 25-year career in financial services and along with Jonathan Holt is a co-founder of a local financial planning firm.
Charles “Chuck” Hamlin, CPA
Charles "Chuck" Hamlin has over 44 years of experience in tax planning and preparation. He obtained his BA from California State University, Fresno and owned and managed an independent CPA firm for over 2 decades. He currently serves as a Strategic Consultant to Integrated CPA Group LLC.