Most accounting firms focus solely on the numbers and fall short of developing strong relationships with their clients. At George Roberts, CPA we focus on building a foundation of trust with our clients, establishing a greater understanding of their financial needs and developing a comprehensive plan to limit their tax exposure, protecting their assets and increasing their wealth.
Our goal is pretty simple….to help make your business and personal accounting experience seamless by providing the highest level of customer service, financial knowledge and ongoing commitment to the success of you or your business.
Tax planning, preparation and IRS representation for all individual, corporate and non-profit tax returns.
From personal and business audits and reviews, to detailed compilations and financial statements.
Consulting and CFO services, such as business planning, CFO outsourcing, forecasting and cash flow management.
George and his team are incredible, they reviewed our past year’s tax returns pointed out the mistakes and showed us exactly how we could remedy them to get more money in our pockets. In addition he laid out a detailed plan for the upcoming tax year and provided us with a plan so we could protect our money moving forward.
Professional, caring and incredible to work with!