Green Robert T PC

Our Legacy of Trust and Excellence

For over forty years, Robert T. Green, C.P.A. P.C. has been a beacon of fiscal responsibility and personalized service in the Oak Ridge community. Founded in 1974 by Robert T. Green Sr., the firm was built on the bedrock principles of integrity, respect, and unwavering commitment to client success. As Robert Jr. took the helm in 1994, he upheld these foundational values, ensuring that the legacy of trust and confidence bestowed upon the firm by its clients continues to thrive today.

Generations of families have entrusted their financial well-being to Robert T. Green, C.P.A. P.C., solidifying our reputation as a dependable partner in navigating the complexities of financial planning. We've witnessed the evolving financial landscape alongside our clients, always adapting to new challenges and opportunities while maintaining our core values. Family-owned and operated, we approach every client relationship with the personalized attention and care that only comes from a deep understanding of their individual needs and aspirations.

A Comprehensive Suite of Services

Our commitment to providing holistic financial guidance is reflected in the comprehensive array of services we offer. From meticulous tax preparation and planning to strategic investment management and estate planning, we equip our clients with the tools and knowledge they need to achieve their financial goals.

Tax Preparation & Planning: We understand that tax season can be daunting. Our expert team takes the stress out of filing by ensuring accurate and timely preparation of your personal or business tax returns. We also provide proactive tax planning advice, helping you minimize your tax liability throughout the year.

Investment Management & Financial Planning: Charting a secure financial future requires a well-defined plan. We partner with you to develop a personalized investment strategy that aligns with your risk tolerance, financial goals, and time horizon. Through regular portfolio reviews and continuous monitoring, we adjust your investments to keep you on track.

Accounting & Payroll Services: For businesses, seamless financial management is essential. We offer tailored accounting services, including bookkeeping, financial statement preparation, and payroll processing, enabling you to focus on what you do best: growing your business.

Estate & College Planning: Planning for the future of your loved ones requires foresight and careful consideration. We help you create an estate plan that reflects your wishes, ensuring your assets are distributed according to your intentions. We also guide you through the complexities of college planning, helping you secure your children's educational future.

Our unwavering dedication to our clients ensures that they receive the highest quality of service, whether they're individuals seeking personal financial guidance or businesses requiring comprehensive accounting and advisory support. We believe that trust, transparency, and open communication are the cornerstones of strong client relationships.