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Tax pro near me: Roger Wolff Roger

Available Virtually
18 years experience
Senior Tax Analyst

With 18 years of experience as an H&R Block tax pro, Roger enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Roger stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Roger specializes in investments, rental income, charitable giving and more.

See all offices Roger works in

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Tax offices Roger works in

Select the office you’d like to make an appointment at:

Carmel Mountain Plaza ∣ San Diego, CA

858-946-6000

Roger can help with:

Investments

Investment income can include buying low/selling high, stocks and bonds, and capital losses.
Rental Income

Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.
Charitable giving

Donations made to qualified charities can be deducted to reduce taxable income.
Loss from disasters

If a disaster loss is not reimbursed by insurance or other means, you can deduct it on your taxes.
Retirement

Retirement income, pensions, and annuities can change the way you file your taxes.

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Income Tax Course: Enrollment in, or completion of, the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Additional qualifications may be required. Enrollment restrictions apply. There is no tuition fee for the H&R Block Income Tax Course; however, you may be required to purchase course materials, which may be non-refundable. State restrictions may apply. The Income Tax Course consists of 63 hours of instruction at the federal level, 70 hours of instruction in Maryland, 81 hours of instruction in California, and 81 hours of instruction in Oregon. Additional time commitments outside of class, including homework, will vary by student. Additional training or testing may be required in CA, OR, and other states. Valid at participating locations only. Void where prohibited. This course is not open to any persons who are currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. During the Income Tax Course, should H&R Block learn of any student’s employment or intended employment with a competing professional tax preparation company, H&R Block reserves the right to immediately cancel the student’s enrollment. The student will be required to return all course materials. CTEC# 1040-QE-2773 ©2023 HRB Tax Group, Inc.

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Business Formation Tax Savings ($40k Profit): Potential savings based on estimated self-employment tax savings of sole proprietor (Schedule C) users with over $40,000 in profit in 2023 by taking an S Corp election and filing in 2024, net of salary payments and payroll taxes. Election must generally be made by the due date of the return for the year prior to the year the S Corp election is to take place. Savings requires payment of a reasonable salary. Other requirements apply, and additional fees like tax preparation and payroll services are not included. Overall tax savings will vary based on your circumstances. All tax situations are different. Taxes are only one consideration in determining whether to form a business. You may want to seek the advice of an attorney to evaluate all of the relevant considerations. Block Advisors Business Formation Products and Services provide automated online tools that you can use to help meet your business formation needs and are not tailored to your particular situation. See our FAQs for more information.
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5 Million+ Switchers: Total number of new customers using assisted or DIY tax solutions regardless of other prior tax preparer or method.
$150 Off Bookkeeping: Valid at participating U.S. offices for $150 off for full-service bookkeeping for new clients only. Valid 12-month engagement letter required. After the application of the discount in this offer, you will be charged monthly at the amount in the engagement letter. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. Coupon must be presented prior to start of bookkeeping services. A new client is an individual who has not used H&R Block or Block Advisors for bookkeeping services. No cash value. H&R Block employees are excluded. Expires Dec. 31, 2024. ©2024 HRB Tax Group, Inc.
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Send A Friend Expat: You’ll receive a $50 discount for each new client you refer that completes a 2023 tax return with H&R Block Expat Tax Services. A new client is someone who did not use H&R Block Expat Tax Services within the past 2 years. The discount will be applied for each new client after they prepare and pay for their tax return with H&R Block Expat Tax Services. Discounts will be applied to your next tax return prepared by H&R Block Expat Tax Services.
Business Formation Tax Savings ($50k Profit): Example savings based on average estimated tax savings of sole proprietor (Schedule C) with $50,000 in profit in 2022 compared to a similar S Corp election paying a reasonable salary of $25,000. Savings are net of salary payments and payroll taxes. Additional fees like tax preparation and payroll services are not included. Individual tax savings will vary based on your circumstances. All tax situations are different.
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50% Savings: Up to 50% savings reflects average savings compared to a typical accountant or CPA based on national average fees for Federal Form 1065, 1120, and 1120S in latest available 2020 survey conducted by the National Society of Accountants. All tax situations are different. Pricing will vary based on individual circumstances.
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ITIN Documents: Supporting Identification Documents must be original or copies certified by the issuing agency. Original supporting documentation for dependents must be included in the application.
Refund Advance loan: This is an optional tax refund-related loan from Pathward®, N.A.; it is not your tax refund. Loans are offered in amounts of $250, $500, $750, $1,250 or $4,000. Approval and loan amount based on expected refund amount, eligibility criteria, and underwriting. If approved, funds will be disbursed as directed to a prepaid card or checking account at Pathward. The loan amount will be deducted from your tax refund, and any remaining balance will be sent to you. Tax returns may be e-filed without applying for this loan. Fees for other optional products or product features may apply. Limited time offer at participating locations. H&R Block Maine License No. FRA2. OBTP#13696-BR.
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Income Tax Course: Enrollment in, or completion of, the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Additional qualifications may be required. Enrollment restrictions apply. There is no tuition fee for the H&R Block Income Tax Course; however, you may be required to purchase course materials, which may be non-refundable. State restrictions may apply. The Income Tax Course consists of 40 hours of instruction at the federal level, 70 hours of instruction in Maryland, 81 hours of instruction in California, and 81 hours of instruction in Oregon. Additional time commitments outside of class, including homework, will vary by student. Additional training or testing may be required in CA, OR, and other states. Valid at participating locations only. Void where prohibited. This course is not open to any persons who are currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. During the Income Tax Course, should H&R Block learn of any student’s employment or intended employment with a competing professional tax preparation company, H&R Block reserves the right to immediately cancel the student’s enrollment. The student will be required to return all course materials. CTEC# 1040-QE-2864 ©2024 HRB Tax Group, Inc.

H&R Block has been approved by the California Tax Education Council to offer The H&R Block Income Tax Course, CTEC# 1040-QE-2864, which fulfills the 60-hour “qualifying education” requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890; or at www.ctec.org.
Price Match Offer: Switch to H&R Block (“HRB”) and we will match the price you paid your credentialed tax preparer or Qualified Competitor up to 50% off HRB’s price to prepare your 2024 personal income tax return (the “Offer”). Offer is valid for new in-person HRB and Block Advisors clients only. Offer Period: January 6, 2025 – February 28, 2025. Offer only applies to personal income tax return for 2024 taxes filed in calendar year 2025. Customer eligibility will be at the sole discretion of the HRB tax professional. Customer must provide an eligible receipt, at the time of tax preparation, for 2023 federal and state preparation by a credentialed tax preparer or Qualified Competitor and excludes do it yourself tax preparation services (“Eligible Receipt”). Qualified Competitors include but are not limited to TurboTax, Liberty Tax, or Jackson Hewitt. The Eligible Receipt must be a valid receipt as determined by HRB. Excludes H&R Block Online, Tax Pro Review, and H&R Block Small Business services and entity returns. A new client is an individual who did not use Block Advisors or H&R Block office services to prepare their 2023 return. Discount is not available in combination with any other offers or promotions. No discount will reduce the price of services below $89. HRB reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Valid only at participating locations. Offer is available only to legal US residents. OBTP#B13696-BR. ©2025 HRB Tax Group, Inc.
Based on prices on TurboTax.com on January 6, 2025. TurboTax is a registered trademark of Intuit, Inc.
Price Estimate: We will notify you if there is a change in your tax situation that requires a price adjustment.