George J. Roberts, CPA
Our Firm
We are conveniently located in the Greater Boston Area and serve Massachusetts, Rhode Island, Connecticut, and other regions across the country as needed. Our company provides comprehensive accounting and financial consulting services to individuals, corporations, non-profit organizations, and other entities.
We have established a reliable practice that delivers effective tax and accounting services while fostering long-term relationships with our clients. Our focus encompasses comprehensive financial reviews, planning and projections, as well as ongoing support to help our clients achieve economic success. We believe that our clients are not just customers, but integral parts of our operations. Our client relationships are built on trust, understanding, and clear communication.
Our Beginning
George J. Roberts began his journey as a certified public accountant nearly thirty-two years ago, fueled by a passion for helping individuals and businesses navigate their financial challenges. With over fifteen years of experience at esteemed accounting firms in the Greater Boston area, he gained valuable insights into tax strategies and financial planning.
In 2008, George took a bold step to enhance client service by establishing his firm, where he could provide a personal touch and build stronger relationships with clients. Since then, he has become a trusted advisor, combining his extensive knowledge with a genuine desire to empower others on their path to financial success. His firm embodies his commitment to integrity and personalized service, ensuring clients receive the care they deserve.
Our Philosophy
Our philosophy is straightforward: we aim to establish enduring relationships with our clients. We take the time to understand their financial situations, discuss their long-term goals, address any financial concerns, and provide appropriate planning. We have discovered that fostering a strong and transparent relationship with our clients enables us to deliver a much higher level of service.
Our Approach
At our CPA firm, we go beyond just crunching numbers. We prioritize understanding your unique business landscape, personal circumstances, and any obstacles you’ve had. This commitment to understanding your unique circumstances is a testament to our dedication to making you feel valued and understood.
Our proactive approach sets us apart from traditional firms that often react to issues as they arise. By establishing clear financial goals for the upcoming year, we can develop a tailored strategy to maximize your financial potential, strengthen your business, and support your retirement ambitions. This proactive stance is designed to give you a sense of security and confidence in your financial future.
With years of experience applying this approach, we take pride in the overwhelmingly positive feedback from our clients. If you’re looking for a CPA firm that genuinely cares about your success, let us help you navigate your path to financial growth and stability.
Contact Us
Learn more about our Tax Services or Financial Services today. If you have any questions or would like to schedule a consultation, please don’t hesitate to contact us today.