Do something today that your future self will thank you for
At Roberts Tax and Retirement Planning, we understand that starting a new journey in retirement can be overwhelming. As a veteran-owned and operated firm, we are dedicated to providing personalized retirement and tax planning services to help you achieve your financial goals. Our team of experts is committed to crafting a comprehensive plan that addresses your unique needs, ensuring a secure and fulfilling retirement.
Our Services
At the forefront of our services is our Retirement Income Planning. As a fiduciary financial advisor, we work closely with you to identify your monthly expenses, maximize Social Security benefits, and tax-efficiently convert your assets into income. Our expertise in retirement planning helps you make the most of your hard-earned savings, ensuring a comfortable retirement lifestyle.
Tax Planning
As a leading tax planning firm, we analyze your financial situation from a tax perspective to ensure tax efficiency, reduce tax liability, and maximize your ability to contribute to retirement plans. Our team of IRS-credentialed EAs (Enrolled Agents) are dedicated to providing tax-advantaged strategies, ensuring you keep more of your hard-earned money.
Roth Conversions
To further secure your financial future, we develop a plan to convert your assets into tax-free Roth accounts, reducing tax liability, and potentially eliminating Required Minimum Distributions (RMDs) and Medicare premiums. Our expertise in Roth conversions helps you create a secure and tax-efficient retirement income stream.
Meet the Team
At the heart of our success lies our experienced team of professionals, led by David Roberts, MBA, EA, PMP, Managing Partner and Tax and Retirement Planner, and Amanda Roberts, Director of Operations. Our team's expertise and dedication to your financial well-being are unmatched in the industry.
Blog
Stay informed and up-to-date with our blog, featuring articles on financial advice, retirement planning, and investing. Our team of experts shares valuable insights and expert advice to help you make informed decisions about your financial future.
Join Our Community
Join our community of like-minded individuals who are committed to achieving their financial goals. Join us for expert advice, valuable insights, and a community of like-minded individuals who share your passion for financial education.
Overall Experience
The reviewers have had an exceptional experience with Roberts Tax, praising the husband and wife team, Dave and Amanda, for their professionalism, knowledge, and integrity.
Trust and Expertise
Reviewers trust Dave and Amanda with their finances, citing their rock-solid reputation and ability to explain complex tax and economic concepts in a clear and concise manner. They are impressed with the team's expertise and feel confident in their ability to navigate the tax and retirement industry.
Communication and Service
The reviewers appreciate the team's promptness, honesty, and ability to break down complex information in an easy-to-understand way. They value the personalized attention and service they receive, feeling like they've made new friends after working with the team.
Recommendations
All reviewers highly recommend Roberts Tax to others, citing their superior professionalism, knowledge, and great customer service. They are eager to continue working with the team in the future.
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