Business Details
28 Years
experience
Your Trusted Tax & Accounting Partner in Torrington, CT
Founded in 1998, The Roberts Tax Group has established itself as a trusted partner for individuals and small businesses seeking expert tax and accounting solutions. Our team of seasoned professionals, including Enrolled Agents and certified specialists, brings decades of combined experience in federal tax compliance, business advisory services, and tax resolution. We prioritize personalized service, tailoring our approach to meet each client's unique needs while leveraging advanced technologies for real-time financial insights. With a focus on building lifelong relationships, we offer comprehensive services ranging from individual tax preparation to complex business tax strategies. Our commitment to ethical practices and client education has earned us a reputation for reliability in Torrington, CT, and beyond.As a family-owned firm, we understand the challenges faced by both individuals and entrepreneurs, providing guidance through major life events and business milestones. Our expertise extends to tax representation, bookkeeping, and financial planning, ensuring clients receive holistic support. Recognized for our community involvement and professional leadership, we continue to deliver innovative solutions that maximize returns and minimize liabilities. Through virtual consultations and in-person meetings, we serve clients nationwide while maintaining a local, personalized touch. Our track record of resolving complex tax issues and supporting business growth reflects our dedication to excellence in every service we provide.
Services
Individual Tax Preparation
Business Tax Preparation
Tax Resolution
Accounting
Bookkeeping
Expert Testimony
Virtual Services
Details
- Year established: 1998
Highlights and features
- We offer 30+ years of combined experience in federal tax compliance and small business advisory services.
- Our team includes Enrolled Agents with specialized expertise in tax resolution and representation.
- We provide virtual consultations via Zoom, telephone, or in-person meetings for client convenience.
- Our tax resolution services include Installment Agreements and Offer in Compromise strategies.
- We prioritize personalized service through detailed financial analysis and client education.
Associations and certifications
- IRS Enrolled Agents
What people say
Exceptional accounting services
Trusted advisor
Helped with tax resolution
Personalized care
Reliable solutions
Services
Individual Tax Preparation
Our Individual Tax Preparation service ensures accurate and compliant filings for personal income tax returns. We specialize in maximizing deductions and credits while minimizing audit risks. Our team systematically reviews financial documents to optimize returns for clients in Torrington, CT, and nationwide through virtual consultations.
Business Tax Preparation
Business Tax Preparation covers comprehensive filings for all entity types, including corporations, partnerships, and nonprofits. We handle complex compliance requirements, payroll tax issues, and state agency interactions. Our expertise ensures businesses receive strategic tax planning while maintaining adherence to federal and state regulations.
Tax Resolution
Tax Resolution services address delinquent returns, Installment Agreements, and Offer in Compromise strategies. Our Enrolled Agents negotiate with tax agencies to reduce penalties and resolve liabilities. We specialize in complex cases involving payroll tax debts and sales tax audits, providing tailored solutions for individuals and businesses.
Accounting
Our Accounting services include financial statement preparation, internal controls implementation, and profitability analysis. We utilize QuickBooks and other platforms to deliver real-time financial insights. This service supports businesses in making informed decisions through accurate record-keeping and fraud detection measures.
Bookkeeping
Bookkeeping services manage accounts receivable/payable, bank reconciliations, and financial record maintenance. We offer both in-office and remote support to ensure organized financial tracking. This foundational service supports accurate tax preparation and business decision-making through systematic transaction recording.
People
Dr. Kristin Roberts
Founding Partner
With nearly 30 years of experience, Dr. Roberts holds a Doctor of Business Management degree focused on federal tax compliance. She served as Assistant Program Chair at Post University and authored tax-related articles for the TaxPro Journal.
Brett Wald
Managing Partner
Brett Wald leads the firm with over a decade of experience in tax representation. He served as President of the Connecticut National Association of Tax Professionals and specializes in simplifying complex tax matters for small businesses.
Se eun Kim
Staff Accountant
Se eun Kim focuses on bookkeeping for closely held businesses and individual tax preparation. She previously operated an English learning center for international students and holds a Bachelor of Fine Arts degree from the University of Hartford.
Tala Rahnavard
Bookkeeper
Tala brings six years of accounting experience to the team. A Post University graduate, she specializes in bookkeeping systems and provides critical support for client financial management while ensuring compliance with regulatory requirements.
Hope Zawisza
Administrative Assistant
Hope manages office operations with expertise in customer service and detail-oriented administrative support. She ensures smooth firm operations and client communication, drawing from extensive experience in office management systems.
Questions
What tax services do you offer for individuals?
We provide full-service individual tax preparation, tax representation, and life event planning for homeownership, marriage, retirement, and estate matters.
Do you handle complex business tax issues?
Yes, we specialize in business tax preparation, payroll tax resolution, sales tax audits, and representation for corporations, partnerships, and nonprofits nationwide.
Can you help with IRS tax debt problems?
Our tax resolution services include Installment Agreements, Offers in Compromise, and penalty abatement strategies for individuals and businesses facing IRS or state tax debt.
What accounting software do you support?
We work with QuickBooks, QuickBooks Online, and Odoo systems, providing implementation, internal controls, and financial statement preparation services.
Are virtual consultations available?
Yes, we offer Zoom meetings, telephone consultations, and in-person appointments for all our tax, accounting, and bookkeeping services.
Videos
