Roberts

At Roberts & Company, Inc., we understand that navigating the complex world of taxes and accounting can be a daunting task. This is why we are dedicated to providing expert guidance and support to individuals and businesses alike. Our team of professionals has extensive experience in accounting, tax preparation, and business advisory services. We are passionate about helping our clients achieve their financial goals and overcome any obstacles that may come their way.

Our Values

At Roberts & Company, Inc., we believe in a set of core values that guide our actions and decisions. These values include:

1. Integrity: We are committed to upholding the highest standards of integrity in all our interactions with clients and partners. We believe in honesty, transparency, and ethical behavior in everything we do.

2. Excellence: We strive for excellence in our work, ensuring that every client receives the best possible service and support. We are constantly updating our knowledge and skills to stay current with the latest tax laws and regulations.

3. Customer Service: We believe that our clients are our most valuable asset. We are dedicated to providing exceptional customer service, ensuring that every client feels valued, respected, and supported.

4. Innovation: We are always looking for new and better ways to serve our clients. We invest in the latest technology and tools to ensure that our services are efficient, effective, and tailored to meet the unique needs of each client.

Client Reviews

At Roberts & Company, Inc., we are proud of the positive feedback we have received from our clients. Here are just a few testimonials:

"Roberts & Company, Inc. has been a lifesaver for my business. Their expertise in accounting and tax preparation has helped me stay on top of my finances and avoid costly mistakes." - John D.

"I was overwhelmed with my tax situation, but the team at Roberts & Company, Inc. took the time to explain everything to me and helped me get back on track." - Sarah K.

"The staff at Roberts & Company, Inc. are always friendly, knowledgeable, and quick to respond to my questions and concerns. I couldn't be happier with their services." - Mark T.

Services

At Roberts & Company, Inc., we offer a wide range of services designed to meet the unique needs of individuals and businesses. These services include:

Services for Individuals

• Retirement Planning: We help individuals plan for their retirement by creating a personalized financial strategy that takes into account their current assets, future goals, and potential risks.
• Estate Planning: Our team can assist with the preparation of wills, trusts, and other estate planning documents to ensure that your wishes are respected and your loved ones are protected.
• Tax Services: We provide comprehensive tax preparation services, including individual tax preparation, tax planning, and estate and trust tax services.

Business Services

• Small Business Accounting: We offer a variety of accounting services tailored to meet the needs of small businesses, including bookkeeping, payroll services, and financial statement preparation.
• Business Advisory Services: Our team can provide guidance on business strategy, succession planning, new business formation, and cash flow management.
• Tax Services: We offer tax preparation services for businesses, as well as tax planning and representation in the event of an audit.

Tax Services

• Individual Tax Preparation: Our team can prepare and file your individual tax return, ensuring that you take advantage of all available deductions and credits.
• Tax Preparation for Businesses: We provide comprehensive tax preparation services for businesses, including preparation of corporate, partnership, and S corporation tax returns.
• Tax Planning: We can help you develop a tax strategy that minimizes your tax liability and maximizes your savings.
• Estate & Trust Tax Services: Our team can prepare and file estate and trust tax returns, as well as provide guidance on estate and trust administration.

QuickBooks Services

• Why QuickBooks: We can help you understand the benefits of using QuickBooks for your business accounting needs.
• Setup for QuickBooks: Our team can set up and customize QuickBooks to meet the specific needs of your business.
• Training for QuickBooks: We offer comprehensive training on how to use QuickBooks effectively and efficiently.
• Answers to QuickBooks Questions: If you have any questions about using QuickBooks, our team is here to help.
• Tune-up for QuickBooks: We can review your current QuickBooks setup and provide recommendations for improvement.

Industries

At Roberts & Company, Inc., we have experience working with a variety of industries, including:

• Construction
• Dentists
• Healthcare
• Hospitality
• Law Firms
• Manufacturers
• Real Estate
• Farming
• Retail
• Small Business

Tax Center

Our Tax Center provides valuable resources and information to help you navigate the complex world of taxes. Here, you can find:

• Track Your Refund: Check the status of your tax refund.
• Tax Due Dates: Stay up-to-date with important tax filing deadlines.
• Tax Rates: Learn about current tax rates and how they apply to you.
• IRS Tax Forms and Publications: Access a wide range of tax forms and publications from the IRS.
• Record Retention Guide: Understand how long you should keep your tax records.
• State Tax Forms: Find tax forms and information specific to your state.

Resources

At Roberts & Company, Inc., we believe in providing our clients with the tools and resources they need to succeed. Here, you can find:

• Newsletter: Subscribe to our monthly newsletter for the latest news, updates, and valuable tips.
• Financial Calculators: Use our online financial calculators to get a better understanding of your financial situation.
• Client Portal: Access your client portal to securely deliver a file directly to a member of our firm.
• Internet Links: Find links to valuable online resources and tools.
• Tax Center: Visit our Tax Center for a wide range of tax-related resources and information.

Contact Us

If you have any questions or need further assistance, please do not hesitate to contact us. We are here to help you achieve your financial goals and overcome any obstacles that may come your way.

Roberts & Company, Inc.

3182 Cedar Ravine Rd

Placerville, CA 95667

(530) 622-5445

steve@robertscocpa.com