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The world of tax and accounting is changing. Roberts Accounting, CPAs, P.C. is leading the way because we think beyond and strive to make a difference each and every day. Just for YOU. Come work with us!

About us.

Roberts Accounting, C.P.A.s, P.C. is a public accounting firm comprised of entrepreneurs and thought leaders who operate in a cohesive team environment. 

Our team is led by two inspiring partners, Patrick Roberts, C.P.A., and Daniel Basch, C.P.A. We all share a passion for Making A Difference each day in each other lives and the lives of our clients. We jokingly refer to ourselves as the M.A.D. Accountants.

 

Our clients enjoy working with us because we believe relationships are built on a foundation of trust. They say: "We are refreshingly different from other firms" and recommend us for our creative service solutions and the positive, uplifting attention we provide.

We are the Mad Accountants
 

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 client.

Our mission.
 

Our values.

The client is #1.

The client is number one.

Communicatin is key.

Communication is key.

Confidentiality is vital.

Confidentiality is vital.

The highest standard delivered.

The highest standard is delivered.

 

Our services.

The 4 Sights of Success

The 4 Sights of Success.
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❑ Bookkeeping

❑ Bookkeeping Training

❑ Bookkeeping Clean Up

❑ Payroll

❑ Accounts Payable Management

❑ Human Resources

❑ Outsourced CFO

❑ Lending & Banking Support

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❑ Individual Tax

❑ Business Tax

❑ Estate & Trust Tax

❑ Gift Tax

❑ Not-for-Profit Tax

❑ Sales Tax/Highway Tax

❑ Payroll Tax

❑ Foreign Tax & Reporting

❑ Amendments

❑ Tax Notices & Representation

❑ Form 1099 & W-2

❑ Franchise Tax (IT-204-LL)

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❑ Budgeting & Projections

❑ Cash Flow Analysis

❑ Break-even Analysis

❑ Financial Statement Compilation ❑ Tax Planning & Strategy

❑ Certified Business Valuations

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❑ Tax Assessment & Strategy

❑ Entity Structure & Formation

❑ Succession & Estate Planning

❑ Organizational Structure

❑ Compliance Review

❑ Technology & Software

     Opportunities

❑ Risk Management/Assessment

❑ Client Outreach & Retention

❑ Vision, Mission & Culture 

    Development

 
 

Who we serve.

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Construction

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Hospitality

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Manufacturing

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Real Estate

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Tax-Exempt

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Healthcare & Wellness

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Finance

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Technology

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Agriculture & Farming

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Retail

How we serve.

TaxExact Innovation
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Innovation

We utilize an industry-changing tax verification tool Pat Roberts himself created. Using TaxExact    in the preparation of your tax return helps to eliminate many errors that could potentially trigger an audit.

TM

Trusted Advisors
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Trusted Advisors

Using our  Unbox    advisory services platform, our team of advisors partner with you to evaluate, plan, and apply the strategy your specific business needs to achieve its best possible numbers.

TM

 
 

Our culture. 

We believe:

Innovation begins at the end of your comfort zone.

We see:

Possibilities everywhere.

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We always:

Put people first.

Clients, family, and each other.

We make:

Work-life balance a priority.

We foster:

A passion for learning.

We know:

To be the best, excellence must coexist with empathy.

"We live in an individualistic society where the focus almost exclusively is on individual performance. Yet what makes the most difference isn't the solo excellence but the connections between excellent people."

 

Request for proposal.

Thank you, we will be in touch soon!