Roberts & Associates, CPA provides a variety of planning and tax services to individuals and businesses. We are known for our accessibility, knowledge, patience and ability to make complex tax concepts understandable to our clients.  Our mission is to give/bring our clients tax peace of mind.

We help our clients make sense of the world, using tax returns as the starting point for the discussion.  Most of our advice is from a tax standpoint, because that is what we specialize in, but the value we bring to the table is in our willingness to listen; our ability to answer "the question behind the words" – what our clients are truly concerned about, even if they can't articulate that concern themselves; and our desire to help our clients understand as much as they want to understand about their tax and financial situation.

All we do is taxes - no financial statements, compilations, reviews, audits, payroll, investment advice, or anything else.  Tax is complex enough without trying to know the rules for other areas.  

New clients are accepted only from known referral sources. The two most important criteria for client acceptance is whether we like you and whether we think we can help you.

Our service is second to none.  This doesn't just mean that we return calls promptly.  We make your tax life as easy as possible. Like the old-time doctor, we make house calls, saving you time.  We pick up and deliver your project where you like, when you like, even evenings and weekends. Once we have all your information, we bring your completed returns and original documents back promptly, usually within a week. We file your returns for you, electronically, if possible, and can arrange to have your taxes paid electronically. We believe in a teamwork approach and work with your other advisors to bring you the most satisfactory resolutions.

Individual Solutions

• Individual tax return preparation and planning
• Life stage change planning (marriage, divorce, home purchase, college education, etc.)
• Prior year and amended returns
• IRS representation

Retirement and Estate Solutions - We work with your attorney, broker, insurance agent and other advisors to ensure the plans you make are appropriate for your situation and goals.  We do not provide legal services, investment advice, or insurance products.

• Retirement and estate planning
• Review of wills and trusts to ensure tax consequences are understood
• Trust and estate tax return preparation

Business Solutions - We work with your attorney, insurance agent, payroll service and other advisors to ensure the services you receive are appropriate for your business.  We do not provide legal services, sell insurance, or prepare payroll tax returns.

• Business tax return preparation and planning
• Entity choice (C-corporation, S-corporation, LLC, sole proprietorship)
• Review of incorporation paperwork or LLC agreement to ensure tax consequences are understood
• Retirement plan selection
• Succession planning
• IRS representation