Business Details
Trusted Tax and Accounting Services in Roseville, CA
Roberts & Associates, CPA, CPAs, a PC has been serving clients in Roseville, CA since 1997. Our team of licensed professionals specializes in tax preparation, accounting, and business advisory services for individuals, executives, and business owners. With over 25 years of combined experience, we provide personalized solutions tailored to each client's unique financial situation. Our expertise spans tax planning, QuickBooks setup, business formation, and IRS representation. We prioritize clear communication, ensuring clients understand complex tax regulations while maximizing deductions and credits.Our commitment to integrity and client education has earned us long-term relationships with dentists, healthcare providers, law firms, and construction companies. We offer both traditional accounting services and strategic financial guidance to help clients achieve their business and personal financial goals. Our team remains accessible for urgent tax matters and provides timely, accurate filings. By combining technical expertise with personalized service, we aim to be a trusted partner in our clients' financial success.
Services
Tax Preparation
Accounting Services
Business Advisory
QuickBooks Setup
Tax Planning
IRS Representation
Payroll Services
Financial Statements
Audit Support
Retirement Planning
Highlights and features
- We have over 25 years of combined experience in tax and accounting services
- Our team includes licensed CPAs with specialized expertise in complex tax issues
- We provide personalized financial guidance tailored to individual client needs
- Our QuickBooks specialists offer customized accounting software solutions
- We maintain 100% client confidentiality and ethical compliance standards
What people say
World class service
Excellent advisor
Professional and knowledgeable
Saved us money
Trustworthy
Services
Tax Preparation
We prepare individual and business tax returns with meticulous attention to detail. Our service ensures maximum deductions while maintaining full compliance with tax regulations. Clients receive personalized guidance through complex tax situations and benefit from our expertise in identifying overlooked credits and deductions.
Business Advisory
Our advisory services help businesses make informed financial decisions. We provide strategic guidance on tax implications, financial planning, and operational efficiency. Clients receive tailored recommendations to improve profitability and long-term business sustainability.
QuickBooks Setup
We specialize in configuring QuickBooks for optimal business operations. Our setup service includes chart of accounts organization, payroll integration, and customized reporting. Clients gain efficient financial tracking systems that streamline their accounting processes and improve accuracy.
Tax Planning
Our proactive tax planning minimizes future liabilities through strategic financial positioning. We analyze clients' financial situations to implement tax-saving strategies throughout the year. This service helps individuals and businesses optimize their tax positions while maintaining compliance.
IRS Representation
We represent clients in IRS audits and collections matters. Our service includes preparing documentation, negotiating settlements, and resolving tax disputes. Clients benefit from our expertise in navigating complex IRS procedures while reducing stress and potential penalties.
Questions
What tax services do you offer for businesses?
We provide comprehensive business tax services including corporate tax preparation, payroll tax filings, tax planning, and IRS audit representation. Our team also offers strategic tax-saving recommendations tailored to your business structure.
How are you different from tax software programs?
Unlike automated software, we provide personalized tax analysis and strategic planning. Our CPAs identify industry-specific deductions, offer year-round tax advice, and provide representation during IRS audits that software cannot replicate.
Do you handle complex tax situations?
Yes, we specialize in resolving complex tax issues including business restructurings, international tax matters, and multi-state filings. Our team has extensive experience with high-net-worth individuals and professional practices.
What accounting software do you support?
We specialize in QuickBooks setup and optimization for small to mid-sized businesses. Our services include system configuration, data migration, and customized reporting to streamline your financial operations.
How do you stay updated on tax law changes?
Our CPAs complete annual continuing education requirements and participate in professional accounting organizations. We maintain active licenses through the California Board of Accountancy to ensure up-to-date tax code knowledge.
What industries do you specialize in?
We have particular expertise serving dentists, healthcare providers, law firms, construction companies, and real estate professionals. Our industry-specific knowledge helps us identify unique tax opportunities for these sectors.
