Roberts & Associates, CPA provides a variety of planning and tax services to individuals and businesses. We are known for our accessibility, knowledge, patience and ability to make complex tax concepts understandable to our clients. Our mission is to give/bring our clients tax peace of mind. New clients are accepted only from known referral sources.
The two most important criteria for client acceptance are whether we like you and whether we think we can help you. We help our clients make sense of the world, using tax returns as the starting point for the discussion.
Most of our advice is from a tax standpoint, because that is what we specialize in, but the value we bring to the table is in our willingness to listen; our ability to answer "the question behind the words" -- what our clients are truly concerned about, even if they can't articulate that concern themselves; and our desire to help our clients understand as much as they want to understand about their tax and financial situation.
The two most important criteria for client acceptance are whether we like you and whether we think we can help you. We help our clients make sense of the world, using tax returns as the starting point for the discussion.
Most of our advice is from a tax standpoint, because that is what we specialize in, but the value we bring to the table is in our willingness to listen; our ability to answer "the question behind the words" -- what our clients are truly concerned about, even if they can't articulate that concern themselves; and our desire to help our clients understand as much as they want to understand about their tax and financial situation.
Services
We don't normally see clients in our office.
Instead, we come to you.
We can meet anywhere in Tulsa or the surrounding area that is convenient for you, including your home or your office.
Initial consultations up to 30 minutes are free.
To set an appointment, please call or e-mail us.
Due to the complexity of the tax code, we cannot provide tax advice to non-clients via e-mail.
If you are not currently a client, and require personal assistance, please call for an appointment.
If you are already a client, e-mail consultations not requiring research, schedules or analysis are covered by your fixed price agreement.
Instead, we come to you.
We can meet anywhere in Tulsa or the surrounding area that is convenient for you, including your home or your office.
Initial consultations up to 30 minutes are free.
To set an appointment, please call or e-mail us.
Due to the complexity of the tax code, we cannot provide tax advice to non-clients via e-mail.
If you are not currently a client, and require personal assistance, please call for an appointment.
If you are already a client, e-mail consultations not requiring research, schedules or analysis are covered by your fixed price agreement.
Our service is second to none.
This doesn't just mean that we return calls promptly.
We make your tax life as easy as possible.
Like the old-time doctor, we make house calls, saving you time.
We pick up and deliver your project where you like, when you like, even evenings and weekends.
Once we have all your information, we bring your completed returns and original documents back promptly, usually within a week.
We file your returns for you, electronically, if possible, and can arrange to have your taxes paid electronically.
This doesn't just mean that we return calls promptly.
We make your tax life as easy as possible.
Like the old-time doctor, we make house calls, saving you time.
We pick up and deliver your project where you like, when you like, even evenings and weekends.
Once we have all your information, we bring your completed returns and original documents back promptly, usually within a week.
We file your returns for you, electronically, if possible, and can arrange to have your taxes paid electronically.
We prepare current year, prior year and amended tax returns throughout the year for small business owners, oil & gas investors, high net worth individuals, and others who appreciate exceptional service and personal attention.
Brief telephone consultations regarding tax or other matters.
Please feel free to call us whenever you have a concern.
Timely advice can save you time and money.
If you are considering a like-kind exchange, exercising stock options, starting a business, or selling a rental property, please let us help you structure the transaction to minimize your taxes.
Brief telephone consultations regarding tax or other matters.
Please feel free to call us whenever you have a concern.
Timely advice can save you time and money.
If you are considering a like-kind exchange, exercising stock options, starting a business, or selling a rental property, please let us help you structure the transaction to minimize your taxes.
We prepare current year, prior year and amended tax returns throughout the year for small businesses in the construction, manufacturing, retail, and professional services industries, and for other small businesses that value exceptional service and personal attention.
Brief telephone consultations regarding tax or other matters.
Please feel free to call us whenever you have a concern.
Timely advice can save you time and money.
Calling us before entering complex transactions into QuickBooks can also help reduce your tax return preparation fees.
Brief telephone consultations regarding tax or other matters.
Please feel free to call us whenever you have a concern.
Timely advice can save you time and money.
Calling us before entering complex transactions into QuickBooks can also help reduce your tax return preparation fees.
We provide retirement, trust and estate planning and compliance services throughout the year for small business owners, high net worth individuals, and others who appreciate exceptional service and personal attention.
We work with your attorney, broker, and insurance agent to help you identify your goals, prepare and implement a plan, and ensure that the products and services you choose are appropriate for your situation.
Because our goal is to provide you with objective, unbiased advice, we do not sell investment or insurance products and we do not limit your choice of advisors.
We work with your attorney, broker, and insurance agent to help you identify your goals, prepare and implement a plan, and ensure that the products and services you choose are appropriate for your situation.
Because our goal is to provide you with objective, unbiased advice, we do not sell investment or insurance products and we do not limit your choice of advisors.
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