Business Details
28 Years
experience
Trusted Tax & Accounting Services in Torrington, CT
The Roberts Tax Group has been providing tailored tax, accounting, and bookkeeping services since 1998. Our boutique firm combines the expertise of larger regional firms with a personalized, client-focused approach, prioritizing lifelong relationships and multi-generational trust. With decades of combined experience, our team of Enrolled Agents and accounting professionals delivers solutions for individuals and small businesses, leveraging advanced technologies for real-time financial insights.We specialize in tax preparation, resolution, and advisory services, including business startup support, payroll tax compliance, and sales tax audits. Our commitment to ethical practices and industry leadership is reflected in our community involvement, educational contributions, and client testimonials spanning decades. Headquartered in Torrington, Connecticut, we serve clients nationwide through in-person, virtual, and remote consultations.
Services
Individual Tax Preparation
Business Tax Preparation
Tax Resolution
Accounting Services
Bookkeeping
Expert Testimony
Virtual Consultations
Payroll Tax Services
Sales Tax Compliance
Tax Representation
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of experience in federal tax compliance for small businesses.
- Our team includes Enrolled Agents with specialized IRS representation expertise.
- We implement cloud-based accounting systems for real-time financial management.
- We provide nationwide tax resolution services including Offer in Compromise.
- Our client-centric approach has maintained multi-generational relationships for decades.
Associations and certifications
- Enrolled Agent
What people say
Great group to work with
Delighted with service
Experienced professionals
Professional and timely manner
Helped with complex tax situations
Services
Individual Tax Preparation
Our expert team prepares individual tax returns with meticulous attention to deductions and credits. We ensure compliance with federal and state regulations while maximizing refunds. Clients receive personalized guidance through in-person, Zoom, or telephone consultations.
Business Tax Preparation
We handle all business entity types including corporations, partnerships, and nonprofits. Our services cover payroll tax compliance, sales tax audits, and multi-state filings. We specialize in resolving delinquent business tax returns and representation during audits.
Tax Resolution
Our specialists negotiate with tax agencies to resolve back taxes through installment agreements or Offers in Compromise. We implement strategies to reduce penalties and stop collection actions while ensuring future compliance.
Accounting Services
We provide comprehensive accounting solutions including financial statement preparation, internal controls implementation, and profitability analysis. Our cloud-based systems enable real-time financial tracking and reporting for businesses of all sizes.
Bookkeeping
Our bookkeeping services cover accounts receivable/payable, bank reconciliations, and financial record reconstruction. We offer both on-site and remote solutions using QuickBooks and other digital platforms to maintain accurate financial records.
People
Brett Wald
Managing Partner
With over a decade of experience, Brett Wald leads our tax team and serves as Vice President of the Litchfield BNI Group. He specializes in tax representation and has helped countless clients resolve IRS issues while maintaining community leadership roles.
Dr. Kristin Roberts
Founding Partner
A Doctor of Business Management and Enrolled Agent with 30 years' experience, Dr. Roberts focuses on federal tax compliance. She has authored tax publications and served in leadership roles with the National Association of Tax Professionals.
Se eun Kim
Staff Accountant
Se eun Kim specializes in bookkeeping for closely held businesses and individual tax preparation. With prior experience in education services, she brings a unique perspective to financial compliance and tax planning for small businesses.
Tala Rahnavard
Bookkeeper
Tala brings six years of accounting expertise to our team, specializing in accurate financial recordkeeping. A Post University graduate, she ensures precise bookkeeping support while maintaining exceptional client service standards for our business clients.
Hope Zawisza
Administrative Assistant
Hope manages office operations with a focus on client support. Her attention to detail ensures smooth administrative functions, allowing our tax professionals to maintain their focus on delivering high-quality tax and accounting services to clients.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation for all entity types, payroll tax compliance, sales tax audits, and tax resolution services including IRS representation and Offer in Compromise.
Do you handle complex tax situations?
Yes, our Enrolled Agents specialize in resolving delinquent taxes, audit representation, and complex tax issues through installment agreements and customized resolution strategies.
Can you assist with accounting software implementation?
Our team helps implement QuickBooks, QuickBooks Online, and other accounting systems while establishing internal controls and providing ongoing financial management support.
What bookkeeping options are available?
We offer both on-site and remote bookkeeping services covering accounts receivable/payable, bank reconciliations, and financial record maintenance using modern accounting platforms.
How do virtual tax consultations work?
Our virtual services include Zoom meetings, telephone consultations, and secure document sharing for tax preparation, bookkeeping, and advisory services without requiring in-person visits.
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