Our firm specializes in providing tax services to small and mid-size businesses and their owners. Our goal is to be your most trusted advisor, helping you navigate through the ever changing tax regulations to find the best ways to preserve your wealth, minimize your tax liabilities, and ensure your future is financially sound. Our strategic tax planning works in conjunction with the rest of your business and personal tax obligations, to help you retain and enjoy more of what you earn.

Our clients typically include sole proprietorships, business owners, rental real estate owners and investors, and individual clients of varying complexity. In addition, we advise our clients as they plan purchases or sales of their businesses or real estate, IRC Code 1031 exchanges, and reporting of stock transactions including stock options. We also advise our clients with their retirement, Social Security and education funding plans. We believe that a good planning strategy is the key to a successful tax result.

Our diversified client base and experience has qualified us to perform many types of consulting projects. Just to name a few we have consulted in the design of templates for budgeting, considerations for best practices in corporate governance, business policies and procedures, assistance with business plans, financing, business person’s reviews of business, and decision modeling (such as whether to buy for lease).

If you have issues like these or other questions, give us a call. We are here to help.

At Roberts & Company, CPAs, P.S., we understand that planning for the distribution of your estate is only one piece of the estate planning pie. Equally important is planning for the accumulation, retention, and enjoyment of your property and assets during your own lifetime.

By customizing your estate plan to your particular needs, our estate planning specialists can assist in keeping your tax liabilities to a minimum. During the estate planning process, you can count on caring, personalized attention from our team of experienced professionals.

We perform compilation and review services for our clients. Here is a list of the typical users of our assurance services:

• Business owners and management
• Board of directors
• Bankers and other financiers
• Bonding companies

If you have a role in any of the above listed areas think of us as a trusted advisor that can meet your service needs.