Tailored Tax & Accounting Services for Companies and Individuals

Our services are tailored to the unique needs of each client, ensuring the best possible results and maximized returns. We strive to create a lifelong relationship with each and every client. 

 
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Our Commitment

Our consistent record of uncompromising ethics instills confidence and trust. We use advanced technologies to ensure up-to-the-minute financial information. This allows us to respond quickly and give you the most relevant financial information and perspectives.

 
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Cost Effective

Streamlined flexible solutions to meet your every need.

 

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Specialists

Tax, Accounting, Small Business Consulting, and more.

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Any Size Fits

Effective solutions for large companies, mid-sized firms, small businesses and individuals.

 

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Full Representation

Whether Federal, State or Local – we’ve got you covered

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Our Team

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Staci Orlando, EA

Senior Tax Account with almost 10 years experience with financial statement preparation, internal controls, individual and corporate taxation, and computerized accounting systems.

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Rick Farrell

Full Charge Bookkeeper with 10 years experience in all aspects of bookkeeping and payroll.

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Sarah Haverly

Administrative Assistant with 10 years experience with customer service and daily business management functions.

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Kris Roberts, EA, ABD

Managing Partner with over twenty years experience in the field of accounting, taxation, and entrepreneurship.

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Brett Wald, EA

Partner specializing in individual income tax, computerized accounting systems, internal processes, sustainability and profitability analysis.

What Our Clients Say

We treat every client with courtesy and integrity. RTG guarantees efficient honest financial services that achieve remarkable results.

 
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We treat every client with courtesy and integrity. RTG guarantees efficient honest financial services that achieve remarkable results.

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Stamford Healthcare has been doing business with the Roberts Group for almost 10 years. 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!

 
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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. 

We use the Roberts Tax Group to prepare both the state and federal tax returns for our LLC. We are delighted with how well they interact with our bookkeeper to get our financial information in order so that tax returns can be generated. 

 
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