Founded in 1997 and headquartered at 2741 Fourth Ave in Bankers Hill, West Rhode & Roberts is a CPA firm specializing in independent audits for nonprofits, private schools, and closely held family businesses across California and the Western U.S. The firm's AICPA Governmental Audit Quality Center and Employee Benefit Plan Audit Quality Center memberships cover OMB Uniform Guidance single audits, 401(k) and 403(b) plan audits, and financial-statement reviews that sometimes pair with tax-compliance work handled through Golemb Accountancy Corporation when a nonprofit client runs a separate preparer. Private-school engagements include Form 990 preparation, board-reporting packages, and internal-control recommendations tailored to tuition-based operations. The Fourth Avenue office sits two blocks from Balboa Park, convenient for the museum, cultural-foundation, and religious-organization clients concentrated in Bankers Hill and Hillcrest. Employee-benefit plan audits often surface gaps in ERISA fidelity bond coverage that get fixed through At The Point Insurance Services before the next Form 5500 filing. The most demanding engagements cover first-year Single Audits for grantees that have crossed the $750,000 federal-award threshold and must produce schedule-of-expenditures-of-federal-awards workpapers from scratch.