Roberts Accounting, CPAs

Roberts Accounting, CPAs, P.C. is more than your average accounting firm. We are a team of dedicated professionals, entrepreneurs, and thought leaders who come together to form a cohesive and passionate unit. Driven by a shared mission to make a difference in the lives of our clients and each other, we operate with integrity, professionalism, and a commitment to exceeding expectations.

Led by the inspiring partnership of Patrick Roberts, C.P.A., and Daniel Basch, C.P.A., our firm prides itself on approaching every client relationship with a foundation of trust. This commitment to building genuine relationships has earned us the reputation as a refreshingly different firm, one that offers creative solutions and a uniquely positive and uplifting experience. Clients consistently praise our approachable nature and our dedication to providing tailored support that empowers their success.

Our Mission: Delivering Excellence in Accounting and Tax Solutions

At the heart of our firm lies a clear and unwavering mission: to deliver the highest quality accounting and tax solutions to our community. We strive for this excellence by upholding the highest ethical standards, embracing continual professional development, and demonstrating unwavering dedication to our clients' needs. We believe that by fostering a culture of dedication and expertise, we can empower our clients to achieve their financial goals and make informed decisions for their businesses and their lives.

Our Values: Guiding Principles for Exceptional Service

Our values serve as the guiding principles for everything we do at Roberts Accounting.

• The Client is Number One: We prioritize our clients' needs above all else, understanding that they are the foundation of our success. Building strong, lasting relationships is essential to us.
• Communication is Key: We maintain open and transparent communication with our clients, ensuring they understand their financial situation and feel confident in our guidance.
• Confidentiality is Vital: We understand the sensitive nature of financial information and treat all client data with the utmost confidentiality and discretion.
• The Highest Standard is Delivered: We are committed to delivering exceptional service and results, leveraging our expertise and innovative tools to exceed expectations at every turn.

Our Services: A Comprehensive Suite Tailored to Your Needs

Our comprehensive range of services is designed to meet the diverse needs of individuals and businesses across a variety of industries.

• Bookkeeping: We provide meticulous bookkeeping services to ensure accurate recordkeeping, streamline financial processes, and provide the essential foundation for informed financial decision-making.
• Payroll: We expertly manage payroll processing, ensuring compliance with all applicable regulations and delivering timely and accurate payments to your employees.
• Tax Services: From individual income tax preparation to complex business tax planning, we offer a full spectrum of tax services to minimize your tax liabilities and maximize your financial well-being.
• Advisory Services: Our team of advisors collaborates with you to develop tailored strategies for optimizing your business performance, navigating financial challenges, and achieving your long-term goals.
• Valuation Services: Through our affiliation with Strong Tower Valuations, we offer expert business valuation services for a variety of purposes, including mergers and acquisitions, estate planning, and shareholder disputes.

We understand that each client has unique needs and circumstances. Therefore, we take a dedicated and personalized approach to service, ensuring that our solutions are tailored to meet your specific objectives.

Who We Serve: Building Partnerships Across Industries

We proudly serve a diverse clientele, including individuals, businesses, and organizations across various industries:

• Construction: We understand the unique financial challenges and opportunities facing construction companies and offer tailored solutions to support their success.
• Hospitality: We provide comprehensive accounting and tax services to help hospitality businesses navigate complex industry regulations and maximize profitability.
• Manufacturing: We assist manufacturing companies with cost management, inventory optimization, and other financial strategies to ensure operational efficiency.
• Real Estate: We support real estate professionals with lease accounting, property tax management, and other financial services essential to their success.
• Tax-Exempt Organizations: We specialize in serving nonprofit organizations, providing guidance on compliance, fundraising, and financial management.
• Healthcare & Wellness: We understand the unique financial needs of healthcare and wellness providers and offer tailored solutions for billing, reimbursement, and compliance.