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The Roberts Tax Group is a boutique firm that offers a unique array of tax preparation, representation, and advisory services, a variety of accounting, bookkeeping services, and business consulting services. Founded in 1998 by Managing Partner Dr. Kris Roberts, our firm has built a reputation for providing expert assistance in various tax and accounting matters.
Our Mission
At The Roberts Tax Group, we strive to establish lifelong connections with our clients. We understand the importance of personalized attention and tailor our services to meet the unique needs of each client. Our experienced and dedicated team is committed to providing exceptional service, ensuring that our clients achieve the best possible results and maximized returns.
Our Services
We offer a range of services to individuals, businesses, and entrepreneurs, including:
- Individual Tax Preparation: Our team of professionals can assist with income tax preparation, ensuring that you take advantage of all the deductions and credits you are entitled to.
- Business Tax Preparation: We specialize in providing quality business tax preparation and other business services to the community. We offer comprehensive tax planning, strategies, and guidance to clients all over the country.
- Accounting and Bookkeeping: Tired of doing your bookkeeping and accounting? We offer Zoom meetings, telephone, or in-person consultations to help you optimize your financial situation.
- Tax Representation & Resolution: Looking for assistance with tax representation and resolution? We offer expert guidance and representation to help you resolve any tax-related issues.
- Expert Testimony: Our experienced professionals can provide expert testimony in court, helping to resolve disputes and provide expert opinions.
Our Team
Our team consists of experienced and dedicated professionals, including:
- Dr. Kristin Roberts, EA: Managing Partner with almost 25 years of experience in the field of accounting, taxation, and entrepreneurship.
- Brett Wald, EA: Partner with almost 10 years of experience in the field of accounting and taxation.
- Sarah McElroen: Administrative Assistant with 10 years of experience in customer service and daily business management functions.
What Our Clients Say
We pride ourselves on our commitment to exceptional service and our ability to establish lifelong connections with our clients. Here's what some of our clients have to say about us:
"After one phone call with her I knew she would be a great choice. She understood small businesses, family law, divorce situations, how to file the kids correctly, college, etc."
"Kris has been a pleasure to work with. She has been most helpful and attentive to our needs in a very professional and timely manner. Great group to work with!"
We are proudly associated with:
- Stamford Healthcare
- Credit Union
- Torrington Downtown Partners
Contact Us
We invite you to schedule a booking or consultation to learn more about our expert services. We offer Zoom meetings, telephone, or in-person consultations. Contact us today to take the first step towards achieving your financial goals.
Overview
Roberts Tax Group (RTG) has received a mix of positive and negative reviews from customers who have used their tax preparation and financial services. While some reviewers have praised the group's professionalism, knowledge, and timely responses, others have expressed dissatisfaction with their service, citing issues with communication and accuracy.
Customer Service Issues
Some reviewers have reported difficulty getting in touch with RTG, citing unreturned phone calls and emails. This lack of response has led to business relationships being damaged and customers taking their tax business elsewhere.
Accuracy and Errors
One reviewer reported having an incorrect tax return filed by RTG, which hindered their ability to secure a mortgage. Another reviewer had to redo two years of tax returns with another firm due to errors by RTG.
Positive Aspects
Reviewers have praised RTG's professionalism, knowledge, and responsiveness. Some have noted that the group's team is easy to work with and provides helpful analysis to ensure accurate tax withholding. They have also appreciated the group's newsletters keeping them informed of tax code changes and its network of professionals who can help with specific problems.
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