Roberts Accounting, CPAs

At Roberts Accounting, CPAs, P.C., we're more than just a public accounting firm - we're a team of entrepreneurs and thought leaders dedicated to making a difference in the lives of our clients and in each other's lives. Our team is led by two inspiring partners, Patrick Roberts, C.P.A., and Daniel Basch, C.P.A., who share a passion for building strong relationships founded on trust.

Our Mission

Our mission is simple: to offer the highest quality of accounting and tax solutions in the community through unwavering ethical standards, invaluable professionalism, and a steadfast commitment to our work and our clients. We're dedicated to delivering exceptional service that exceeds our clients' expectations and helps them achieve their goals.

Our Values

We believe that the client is number one, and that communication, confidentiality, and the highest standards of service are essential to building strong, lasting relationships. Our values are the foundation of everything we do, and we're committed to living them every day.

Our Services

We offer a wide range of accounting and tax services designed to meet the unique needs of our clients. From bookkeeping and payroll to tax planning and strategy, we're dedicated to providing innovative solutions that help our clients succeed. Our services include:

• Bookkeeping and bookkeeping training
• Payroll and accounts payable management
• Human resources and outsourced CFO services
• Lending and banking support
• Individual, business, estate, and trust tax services
• Tax planning and strategy
• Certified business valuations
• Tax assessment and strategy
• Entity structure and formation
• Succession and estate planning
• Organizational structure and compliance review
• Technology and software opportunities
• Risk management and assessment
• Client outreach and retention
• Vision, mission, and culture development

Who We Serve

We're proud to serve a diverse range of clients across various industries, including construction, hospitality, manufacturing, real estate, tax-exempt, healthcare, finance, technology, agriculture, and retail. Our team is dedicated to understanding the unique challenges and opportunities facing each industry and delivering customized solutions that meet their needs.

How We Serve

We utilize the latest technology and innovative approaches to deliver exceptional service to our clients. Our team of trusted advisors partners with clients to evaluate, plan, and apply the strategies needed to achieve their goals. We're committed to staying ahead of the curve and delivering cutting-edge solutions that make a difference.