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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.
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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 values.
The client is number one.
Communication is key.
Confidentiality is vital.
The highest standard is delivered.
Our services.
The 4 Sights of Success
❑ Bookkeeping
❑ Bookkeeping Training
❑ Bookkeeping Clean Up
❑ Payroll
❑ Accounts Payable Management
❑ Human Resources
❑ Outsourced CFO
❑ Lending & Banking Support
❑ 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)
❑ Budgeting & Projections
❑ Cash Flow Analysis
❑ Break-even Analysis
❑ Financial Statement Compilation ❑ Tax Planning & Strategy
❑ Certified Business Valuations
❑ 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.
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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.
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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.
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Our team.
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Our culture.
We believe:
Innovation begins at the end of your comfort zone.
We see:
Possibilities everywhere.
We foster:
A passion for learning.
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We always:
Put people first.
Clients, family, and each other.
We make:
Work-life balance a priority.
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."