Business Details
Trusted Accounting and Tax Services in Rochester, NY
Roberts Accounting, CPAs, P.C, CPAs, P.C. is a public accounting firm built on collaboration, innovation, and a commitment to making a meaningful impact. Founded by Certified Public Accountants Patrick Roberts and Daniel Basch, our team operates as a cohesive unit, prioritizing trust, communication, and confidentiality in every client relationship. We specialize in delivering high-quality accounting, tax, and advisory services, guided by ethical standards and a passion for excellence. Our mission drives us to provide tailored solutions that address the unique needs of businesses and individuals across diverse industries. Through tools like TaxExact, our proprietary tax verification system, and the Unbox advisory platform, we minimize errors, enhance accuracy, and empower clients to achieve financial success.Clients consistently recognize us for our creative problem-solving, personalized attention, and ability to simplify complex financial processes. With decades of combined experience, our team serves as a trusted partner for tax preparation, bookkeeping, payroll, and strategic financial planning. We pride ourselves on fostering a culture of continuous learning, innovation, and work-life balance, ensuring our professionals remain at the forefront of industry advancements. Our dedication to client satisfaction extends to transparent communication, proactive support, and a steadfast commitment to exceeding expectations. Whether serving construction firms, healthcare providers, or technology startups, we adapt our expertise to meet the evolving demands of modern businesses and individuals.
Services
Tax Preparation
Bookkeeping Services
Payroll Management
Financial Advisory
Tax Planning Strategy
Audit Support
Business Valuations
Compliance Review
Entity Structure Consulting
Technology Integration
Highlights and features
- We offer decades of combined experience in accounting and tax services.
- Our proprietary TaxExact tool minimizes errors and audit risks.
- We provide personalized advisory services through our Unbox platform.
- Our team prioritizes transparency, confidentiality, and ethical standards.
- Clients praise our creative solutions and proactive financial guidance.
Associations and certifications
- Certified Public Accountants
What people say
Refreshingly different
Creative service solutions
Positive uplifting attention
Trusted advisors
Error-free tax preparation
Services
Tax Preparation
We prepare and file individual, business, and specialized tax returns with precision and compliance. Our team uses advanced tools to minimize errors and optimize deductions. Clients benefit from tailored strategies that reduce liabilities and ensure timely submissions for S-corporations, partnerships, and C-corporations.
Bookkeeping Services
Our bookkeeping solutions include clean-up, payroll management, and accounts payable oversight. We maintain accurate financial records to support informed business decisions. Clients receive organized systems that streamline cash flow tracking and reporting for improved operational efficiency.
Financial Advisory
Through Unbox advisory services, we provide strategic guidance on budgeting, risk management, and growth planning. Our team partners with clients to develop customized financial strategies. This service helps businesses achieve long-term stability and adapt to changing market conditions.
Audit Support
We offer audit defense and tax notice representation using proprietary tools like TaxExact. Our experts identify and resolve potential issues before filing. Clients gain confidence knowing their returns undergo rigorous accuracy checks to prevent audit triggers.
Payroll Management
We handle payroll processing, tax filings, and compliance reporting for businesses of all sizes. Our system ensures accurate employee payments and regulatory adherence. Clients save time while maintaining error-free payroll records and meeting tax obligations.
People
Patrick Roberts
Managing Partner
CPA with over 20 years of experience in tax preparation and accounting. Developed TaxExact software to improve audit accuracy. Graduated from College at Brockport and prioritizes community involvement.
Daniel Basch
Partner
CPA and Accredited in Business Valuation with expertise in financial strategy. Collaborates on complex tax solutions and advisory services for business growth and succession planning.
Sean O'Brien
Tax Advisor
CPA and MBA holder specializing in strategic tax planning for businesses and high-net-worth individuals. Focuses on minimizing liabilities while ensuring compliance with evolving tax regulations.
Lisa Sill
Senior Tax Advisor
Over 15 years of experience in corporate tax compliance. Provides tailored solutions for mid-sized businesses, emphasizing accuracy and proactive tax-saving opportunities.
Tess McCrudden
Director of Operations
Manages firm operations and client service delivery. Ensures efficient workflow and implementation of technology solutions to enhance client experience and team productivity.
Questions
What tax services do you offer for businesses?
We provide business tax preparation, payroll tax filing, entity structure consulting, and audit support tailored to corporations, partnerships, and LLCs.
How can I submit my tax documents?
Upload documents through our secure portal or complete our checklist and questionnaire to ensure all required information is provided timely.
Do you handle individual tax returns?
Yes, we prepare personal income tax returns, estate and trust taxes, and offer strategic planning to minimize liabilities for individuals.
What industries do you specialize in?
We serve construction, healthcare, real estate, technology, manufacturing, and nonprofit organizations with industry-specific accounting solutions.
Can you help with tax projections?
We offer income tax projection services using detailed questionnaires and financial analysis to help clients plan for quarterly payments and budgeting.
What sets your firm apart from others?
Our proprietary TaxExact software, personalized Unbox advisory platform, and commitment to client relationships make us uniquely positioned to deliver error-free, strategic financial services.
