Business Details
Your Trusted Accounting Partner in Rochester
Roberts Accounting, CPAs, P.C, CPAs, P.C. is a public accounting firm built on collaboration, innovation, and a commitment to making a meaningful impact. Our team of entrepreneurs and thought leaders, led by partners Patrick Roberts and Daniel Basch, prioritizes trust and personalized service in every client relationship. We distinguish ourselves through creative solutions, ethical standards, and a passion for delivering high-quality accounting and tax services. Our mission drives us to exceed expectations by combining technical expertise with a client-first approach. With specialties in business and individual tax solutions, bookkeeping, and advisory services, we serve diverse industries including construction, healthcare, and technology.Our values emphasize client focus, clear communication, confidentiality, and excellence in all deliverables. By leveraging tools like TaxExact and Unbox advisory services, we minimize errors and optimize financial outcomes for our clients. Recognized for our uplifting approach, we foster a culture of innovation, continuous learning, and work-life balance. Our teams certifications, including CPA and ABV designations, underscore our expertise and dedication to professional growth. We measure success through the long-term partnerships we build and the positive impact we create for clients and the community.
Services
Bookkeeping
Business Tax
Individual Tax
Payroll Services
Tax Planning
Financial Statements
Entity Structure
Succession Planning
Advisory Services
Highlights and features
- We offer certified expertise with CPA-led services and specialized tax solutions.
- Our proprietary TaxExact tool minimizes errors and audit risks for clients.
- We provide personalized advisory services through our Unbox platform for strategic growth.
- Our team holds advanced certifications including ABV and CVA designations.
- Clients praise our creative solutions and commitment to ethical standards.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Refreshingly different
Creative service solutions
Positive uplifting attention
Built on trust
Services
Business Tax Preparation
We prepare and file business tax returns for S-Corporations, LLCs, and C-Corporations. Our team ensures compliance with federal and state regulations while optimizing deductions. Clients benefit from our TaxExact tool, which reduces errors and audit risks, and our advisory services that align tax strategies with business goals.
Individual Tax Services
Our individual tax services include preparation of personal income tax returns and extension filings. We handle complex scenarios like property transactions and investment income. Using detailed checklists and projections, we ensure accurate reporting while maximizing refunds and minimizing liabilities for taxpayers.
Bookkeeping Solutions
We offer bookkeeping, clean-up, and training services to maintain accurate financial records. Our team manages accounts payable, payroll, and financial statement compilation. These services provide businesses with clear insights into cash flow, enabling informed decision-making and compliance with reporting standards.
Advisory Services
Through our Unbox platform, we deliver strategic advisory services including budgeting, tax planning, and business valuations. Our CPA-led team helps clients optimize financial performance, assess risks, and develop growth strategies tailored to their unique needs and industry challenges.
Payroll Management
We handle payroll processing, tax filings, and compliance reporting for businesses. Our services ensure accurate employee payments, timely tax deposits, and adherence to federal/state regulations. Clients receive streamlined reporting tools to simplify payroll administration and reduce liability risks.
People
Patrick Roberts
Managing Partner
Patrick Roberts, CPA, founded Roberts Accounting, CPAs, P.C with a commitment to ethical standards and client-focused service. He specializes in tax preparation and advisory services, leveraging over two decades of experience. Patrick graduated from the College at Brockport and prioritizes innovation and community involvement.
Daniel Basch
Partner
Daniel Basch, CPA/ABV, CVA, co-leads Roberts Accounting, CPAs, P.C with expertise in business valuations and tax strategy. He holds advanced certifications in valuation analysis and contributes to strategic client advisory services, ensuring tailored financial solutions for business growth and compliance.
Sean O'Brien
Tax Advisor
Sean O'Brien, CPA, MBA, provides specialized tax advisory services for businesses and individuals. His background in accounting and business administration supports clients in navigating complex tax regulations while optimizing financial outcomes through strategic planning and compliance.
Lisa Sill
Senior Tax Advisor
Lisa Sill brings extensive experience in tax preparation and compliance for individuals and businesses. As a Senior Tax Advisor, she focuses on delivering accurate, client-specific solutions while maintaining Roberts Accounting, CPAs, P.C's standards of excellence and personalized service.
Tess McCrudden
Director of Operations
Tess McCrudden oversees operational efficiency at Roberts Accounting, CPAs, P.C, ensuring seamless service delivery across all departments. Her leadership in process optimization and client engagement supports the firm's mission of providing high-quality, reliable accounting solutions.
Questions
What services does Roberts Accounting offer?
We provide bookkeeping, tax preparation, payroll, advisory services, and strategic consulting for businesses and individuals.
Do you specialize in specific industries?
Yes, we serve construction, healthcare, technology, real estate, and other sectors with tailored solutions.
What tax deadlines should I know?
S-Corporation/Partnership extensions are due September 15, 2025; C-Corporations October 15, 2025; and personal taxes April 15, 2024.
How do you ensure accuracy in tax filings?
We use our proprietary TaxExact tool to minimize errors and audit risks for all returns.
Can I submit documents online?
Yes, upload tax documents through our secure portal or complete checklists for streamlined processing.
What certifications do your team members hold?
Our team includes Certified Public Accountants (CPA), Accredited in Business Valuation (ABV), and Certified Valuation Analysts (CVA).
