Roberts And Associates Cpas A Pc

Licensed in California and led, on the evidence of its correspondence and client reviews, by Dale Roberts, the practice divides its work between tax and the small business back office. That means individual and business returns, planning ahead of them, and the income tax returns of trusts and estates on one side; bookkeeping, small business accounting, and audits, reviews and compilations on the other. QuickBooks sits at the center of the business services, with setup for new users and tune-ups for files that have drifted. Bank financing, new business formation and succession planning round out the advisory work, and clients who arrive facing an audit are taken on. Construction firms, dentists and other healthcare providers, law firms, manufacturers and real estate are the industries it returns to. Staff will visit a client's workplace when seeing the operation helps.