About us.
Who is Roberts Accounting?
Roberts Accounting is owned by Patrick Roberts. A dynamic, visionary with high standards and an incredibly strong work ethic.
Our team is made up of entrepreneurs and thought leaders. We operate in a truly cohesive team environment, each of us with our strengths and everyone one of us with 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 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
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How we serve.
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Innovation
We use an industry-changing tax verification tool Pat Roberts himself created. Using TaxExact in the preparation of your tax return eliminates errors which could potentially trigger an IRS audit.
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Trusted Advisors
With our Unbox advisory services, our team of specialists partners with you to evaluate, plan and apply the tools your specific business needs to achieve its best possible numbers.
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Our team.
Patrick Roberts, CPA
President & CEO
Lisa Sill
Tax Manager
Liam Mears
Staff Accountant
Elizabeth Wilston
Administrator - Tax Client Services
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Daniel Basch, CPA, CVA
CFO & Dir. of Business Relations
Sean O'Brien, CPA, MBA
CPA & Advisor
Kendra Nenni
Senior Accountant
Shannon Piccone
Small Business Services Manager
Catherine Baranowski
Dir. of Implementation - HR, IT & Marketing
Tess McCrudden
Operations Manager
Charlene Pawley
Office Administrator
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."