Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there is no substitute for the assistance of an experienced tax professional.


Roberts and Company PC can identify and help you implement tax planning strategies to both reduce and defer your current and future tax, sometimes for many years, thereby helping you maximize available cash.


Whatever your interest, tax planning should be an important facet of your total financial planning process. We have highly experienced tax professionals who can help you minimize your tax liability and defer taxes. Our personal tax practice is aggressive in protecting your interests. From immediate concerns to long-term planning, we can help you establish an individually tailored approach to tax and financial planning that takes into account the complete picture of your family's financial status and goals.


Depending on your needs, the planning process may include such elements are:


  1. Year-end tax planning
  2. Multi-year tax projections
  3. Minimizing the impact of the alternative minimum tax
  4. Tax strategies related to your investment planning and capital gains
  5. Multi-state preparation
  6. Affordable Care Act compliance

Out of Tax Season Hours:

Monday - Friday: 9AM - 3PM