Our tax, accounting & bookkeeping services are tailored to the unique needs of each client, ensuring the best possible results and maximized returns. We strive to create a lifelong relationship with each and every client. Our services are tailored to the unique needs of each client, ensuring the best possible results and maximized returns. Preparing your own income tax return can be complicated and confusing.
If you don't have the experience it is simple to overlook many of the deductions and credits that you're entitled to. We specialize in providing quality business tax preparation and other business services to the community. We offer comprehensive tax planning, strategies, and guidance to clients all over the country. If you are looking for a blend of personal tax, accounting, or bookkeeping services with dedicated professionals, you have come to the right place!
We offer Zoom meetings, telephone, or in-person consultations with a broad range of services for business owners and individuals.
If you don't have the experience it is simple to overlook many of the deductions and credits that you're entitled to. We specialize in providing quality business tax preparation and other business services to the community. We offer comprehensive tax planning, strategies, and guidance to clients all over the country. If you are looking for a blend of personal tax, accounting, or bookkeeping services with dedicated professionals, you have come to the right place!
We offer Zoom meetings, telephone, or in-person consultations with a broad range of services for business owners and individuals.
Services
The Roberts Tax Group was founded in 1998 by Managing Partner, Dr. Kris Roberts.
Our boutique firm offers a unique array of tax preparation, representation, and advisory services, a variety of accounting, bookkeeping services, as well as a wide range of business consulting services which include, startups, sustainability, and services designed for the small business owner.
RTG has the experience and expertise of larger regional firms but in a comfortable, casual, and intimate setting.
The firm looks to establish lifelong connections with clients, which have turned into multi-generational relationships.
Our boutique firm offers a unique array of tax preparation, representation, and advisory services, a variety of accounting, bookkeeping services, as well as a wide range of business consulting services which include, startups, sustainability, and services designed for the small business owner.
RTG has the experience and expertise of larger regional firms but in a comfortable, casual, and intimate setting.
The firm looks to establish lifelong connections with clients, which have turned into multi-generational relationships.
Instead of emailing sensitive documents directly, RTG has instituted a secure online portal for the transfer of documents and files between us and our clients.
The portal is used to transfer information, it is not a cloud-based storage site.
If you have been sent portal log in information - follow the link and follow the prompts to log in.
The portal is used to transfer information, it is not a cloud-based storage site.
If you have been sent portal log in information - follow the link and follow the prompts to log in.
Kris Roberts, Managing Partner, has almost twenty-five years' experience in the field of accounting, taxation, and entrepreneurship.
Kris earned her Doctor of Business Management degree from the University of Phoenix.
Her field research focused on federal tax compliance for small businesses located in the state of Connecticut.
She has presented her research findings for various academic and professional groups throughout the country.
She has been an Enrolled Agent (EA) since 2003.
An Enrolled Agent (EA) is a federally licensed tax practitioner.
Kris earned her Doctor of Business Management degree from the University of Phoenix.
Her field research focused on federal tax compliance for small businesses located in the state of Connecticut.
She has presented her research findings for various academic and professional groups throughout the country.
She has been an Enrolled Agent (EA) since 2003.
An Enrolled Agent (EA) is a federally licensed tax practitioner.
Brett Wald, has almost ten years of experience in the field of accounting and taxation.
He earned his Bachelor's degree from the Barney School of Business at the University of Hartford in Bloomfield, CT.
Brett specializes in individual income tax, computerized accounting systems, internal processes, sustainability and profitability analysis.
He is licensed as an Enrolled Agent, (EA), which is a federally authorized tax advisor, empowered by the U.S. Department of Treasury to represent taxpayers before the Internal Revenue Service.
He earned his Bachelor's degree from the Barney School of Business at the University of Hartford in Bloomfield, CT.
Brett specializes in individual income tax, computerized accounting systems, internal processes, sustainability and profitability analysis.
He is licensed as an Enrolled Agent, (EA), which is a federally authorized tax advisor, empowered by the U.S. Department of Treasury to represent taxpayers before the Internal Revenue Service.
Preparing your own income tax return can be complicated and confusing.
If you don't have the experience it is simple to overlook many of the deductions and credits that you're entitled to, or worse, you might even invite an IRS audit.
Even if you use a computer program there's no substitute for the help of an experienced tax professional.
We specialize in providing individual tax preparation services to our clients.
Below are just a few of the services we offer.
We offer full-service individual tax preparation services.
If you don't have the experience it is simple to overlook many of the deductions and credits that you're entitled to, or worse, you might even invite an IRS audit.
Even if you use a computer program there's no substitute for the help of an experienced tax professional.
We specialize in providing individual tax preparation services to our clients.
Below are just a few of the services we offer.
We offer full-service individual tax preparation services.
Reviews
Be the first to review The Roberts Tax Group.
Write a Review
