Roberts & Associates CPAs provides a wide range of services to individuals and businesses in a variety of industries. At Roberts & Associates CPAs, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include, but are not limited to:
At Roberts & Associates CPAs, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
At Roberts & Associates CPAs, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.
These services include but are not limited to:
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Roberts & Associates CPAs's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Roberts & Associates CPAs offers the following solutions to help meet your QuickBooks needs:
We train you personally! Either one-on-one or several individuals within your organization at your company's location.
We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Our QuickBooks evaluation service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to assess your transactions, accounts and reports. This evaluation ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Evaluations may be conducted at any time, but monthly evaluations provide you with up-to-date information and feedback about your business.
When meeting at the office won’t work, we can access your QuickBooks file remotely to assist with updates, train employees and troubleshoot problems. Results are provided in real time, without having to wait for a scheduled visit to your office.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Roberts & Associates CPAs can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Roberts & Associates CPAs's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns. We can help you choose the right Intuit payroll products to allow you to confidently manage your employee payroll, including processing paychecks, tax filings, tax deposits and year end W-2 processing. From QuickBooks to TuboTax and Proconnect, we can help solve your software challenges to increase the efficiency of your payroll services.
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Roberts & Associates CPAs can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Roberts & Associates CPAs can provide professional know-how to help you successfully structure and negotiate the deal. Roberts & Associates CPAs employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
Taxpayers often have a filing requirement in other states without even realizing it. Whether they are involved in e-commerce, rental real estate, or some other business activity that may create the nexus and filing requirement, we are here to help navigate the often-times complicated nature of multistate taxation.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Roberts & Associates CPAs's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
Roberts & Associates CPAs's financial statement services comprise two levels of assurance depending on your company's needs.
Reviewed financial statements provide the user with limited assurance that, based on the accountant's review, the accountant is not aware of any material modifications that should be made to the financial statements to be in conformity with the applicable financial reporting framework. A review engagement involves the CPA performing analytical procedures and inquiries that will provide a reasonable basis for obtaining limited assurance.
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records. A compilation engagement involves the CPA assisting management in presenting financial information in the form of financial statements without undertaking to obtain or provide any assurance that there are no material modifications that should be made to the financial statements.
Roberts & Associates CPAs' goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Roberts & Associates CPAs can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Roberts & Associates CPAs can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Choosing and administering benefit plans for your employees is often a complex process. Roberts & Associates CPAs can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
No one can predict the future perfectly, but we can all benefit from planning for it. Roberts & Associates CPAs combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.
Whether your needs are corporate or personal, Roberts & Associates CPAs' professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
Many of our business clients are required to file an annual reporting form (571-L) listing the cost of supplies, equipment and fixtures used to operate the business. The information reported is used to assess and tax the business property in accordance with California State Law. Our staff can help guide you through the process of determining which assets are reportable and which are exempt, as well as preparing and filing the returns on your behalf.