Business Details
Your Trusted Accounting Partner in Placerville
At Roberts & Company & Company, we specialize in providing comprehensive accounting and tax solutions tailored to individuals and businesses. With decades of combined experience, our team of certified professionals delivers expert guidance in retirement planning, estate management, business advisory services, and complex tax matters. We pride ourselves on our ability to navigate intricate tax laws while ensuring compliance and maximizing deductions for our clients. Our commitment to discretion and affordability has established us as trusted advisors in the Placerville community. We offer personalized support for IRS audit representation, tax relief programs, and QuickBooks implementation.Our services extend to diverse industries including healthcare, law, real estate, and construction. By combining technical expertise with proactive financial strategies, we help clients achieve long-term stability and growth. Our approach emphasizes transparency, ethical practices, and continuous client education. We maintain active licenses in California and stay current with evolving regulations to provide reliable counsel. Whether assisting with payroll management or business succession planning, our focus remains on delivering measurable value through customized solutions.
Services
Retirement Planning
Estate Planning
Tax Preparation
IRS Representation
QuickBooks Services
Payroll Management
Business Advisory
Tax Relief Programs
Financial Strategy
Audit Support
Details
- Year established: 2025
Highlights and features
- We are licensed California accounting professionals with industry-specific expertise
- Offering comprehensive IRS audit representation and tax relief programs
- Providing tailored QuickBooks setup and training solutions
- Specializing in business advisory services for diverse industries
- Maintaining strict client confidentiality and ethical standards
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filings for individuals and businesses. We specialize in maximizing deductions while maintaining strict adherence to current tax regulations. Our team stays updated on evolving tax codes to provide reliable counsel for complex financial situations.
IRS Representation
Professional IRS audit representation protects your interests during tax disputes. We handle all communications with tax authorities and develop strategic resolutions for back taxes, liens, and wage garnishments. Our proven track record demonstrates successful outcomes for challenging IRS cases.
QuickBooks Services
Comprehensive QuickBooks implementation includes system setup, data migration, and customized training. We optimize software functionality for small to mid-sized businesses, improving financial tracking and reporting capabilities while ensuring proper configuration for tax compliance.
Business Advisory
Tailored business advisory services cover cash flow management, succession planning, and operational efficiency. We provide actionable insights for growth strategies, risk mitigation, and regulatory compliance across multiple industries including healthcare and construction.
Tax Relief Programs
Our tax relief programs address severe IRS issues through offer in compromise, installment agreements, and penalty abatement. We evaluate each situation to determine the most effective resolution path while maintaining client confidentiality throughout the process.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive business accounting including payroll processing, financial statement preparation, tax planning, and IRS audit representation tailored to small business needs.
Can you help with QuickBooks setup and training?
Yes, our QuickBooks specialists offer complete software implementation, customized training sessions, and ongoing technical support for optimal system utilization.
Do you handle complex IRS tax problems?
We specialize in resolving IRS issues including tax liens, wage garnishments, and back tax debt through proven negotiation strategies and payment plans.
What industries do you specialize in?
Our expertise spans construction, healthcare, law firms, real estate, and manufacturing with customized financial solutions for each industry's unique requirements.
Is there a free consultation available?
We offer complimentary initial consultations to assess your specific needs and develop a customized plan for your accounting and tax requirements.
How can I securely share documents with your team?
Our client portal provides encrypted file transfer for secure document sharing, ensuring confidentiality and compliance with data protection standards.
