Earning Your Trust Through Experience & Our Innovative Approach
Our Mission
The Roberts Tax Group is a boutique accounting and tax firm founded on the principle of establishing lifelong relationships with clients. We achieve this by providing personalized, expert advice and services tailored to each client's unique needs. Our experienced professionals will guide you through every step of the process, empowering you to make informed financial decisions.
Who We Are
Led by Dr. Kristin Roberts, EA, and Brett Wald, EA, The Roberts Tax Group combines the experience and expertise of larger firms with a comfortable, casual, and intimate setting. We believe in open communication, transparency, and building trusted partnerships with our clients.
What We Offer
We offer a comprehensive range of services designed to meet your individual and business financial needs, including:
Tax Services
- Individual Tax Preparation & Filing
- Business Tax Preparation & Consulting
- Tax Resolution & Representation
- Tax Planning & Strategy
Accounting & Bookkeeping Services
- Bookkeeping & Financial Management
- Accounting Services for Businesses & Individuals
- Virtual & Remote Accounting Solutions
Additional Services
- Business Consulting & Advisory
- Startup & Sustainability Support
- Expert Testimony & Litigation Support
Why Choose The Roberts Tax Group?
- Personalized Attention: We take the time to understand your individual needs and goals.
- Client-Focused Approach: We prioritize open communication and transparency to ensure your complete understanding.
- Expert Guidance: Our experienced professionals are dedicated to maximizing your returns and resolving any financial concerns.
- Dedicated Team: We are passionate about building lasting relationships and providing exceptional client service.
What Our Clients Say
"Working with The Roberts Tax Group has been an absolute pleasure. They are incredibly knowledgeable and responsive, and always go above and beyond to ensure my taxes are handled efficiently and effectively." - SKS Graphics
"I highly recommend The Roberts Tax Group for any business or individual tax needs. Their personalized approach and attention to detail are truly exceptional." - Stamford Healthcare Credit Union
Get Started Today
Schedule a consultation and discover how The Roberts Tax Group can help you achieve your financial goals and navigate the complex tax landscape with peace of mind.
Overall Experience
Roberts Tax Group has received mostly positive reviews, with clients praising their professionalism, knowledge, and responsiveness. However, a few clients have expressed dissatisfaction with their experience.
Positive Feedback
- Several clients have praised the team's ability to provide personalized financial insights and guidance, going beyond just filing taxes.
- Many have commended the team's responsiveness, saying they quickly respond to questions and concerns.
- Clients have also appreciated the team's network of professionals from various fields, which allows them to connect with experts who can help with specific problems.
- Some have highlighted the team's ability to keep up with tax code changes and provide valuable guidance on reducing liabilities.
- One client was particularly impressed with Brett's willingness to help, even before becoming a client.
Negative Feedback
- A few clients have experienced poor communication, including unreturned phone calls and emails.
- One client had a negative experience with an incorrect tax return being filed, which hindered their ability to secure a mortgage.
- Another client was disappointed with the team's refusal to amend the tax return or provide an explanation.
- One client was upset about the team's lack of adherence to CDC guidelines, specifically not wearing masks in the office.
- Another client was unhappy with the team's limited hours of operation and lack of follow-up on questions.
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